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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

104 hedge funds and large institutions have $280M invested in SPDR ICE Preferred Securities ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$37.2M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$38.8M
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$9.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$9K
2
CSIA
2
Charles Schwab Investment Advisory
California
$56.4M
3
Millennium Management
3
Millennium Management
New York
$0
4
AF
4
Allworth Financial
California
$18.6M
5
AA
5
Advisory Alpha
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$500K 11,726 +450 +4%
Calamos Advisors
52
Calamos Advisors
Illinois
$493K 11,575 +11,575 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$435K 10,225 +697 +7%
Betterment LLC
54
Betterment LLC
New York
$425K 9,979 – –
RRWA
55
Rainey & Randall Wealth Advisors
Florida
$425K 9,968 +1,189 +14%
KeyBank National Association
56
KeyBank National Association
Ohio
$362K 8,500 – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$361K 8,473 -19,269 -69%
APA
58
American Portfolios Advisors
New York
$353K 8,273 -669 -7%
AF
59
Advisornet Financial
Minnesota
$283K 6,628 +1,275 +24%
HSA
60
HBK Sorce Advisory
Pennsylvania
$274K 6,435 – –
SFA
61
Sequoia Financial Advisors
Ohio
$266K 6,248 – –
TSS
62
Two Sigma Securities
New York
$258K 6,053 +6,053 New
CSIC
63
Clifford Swan Investment Counsel
California
$250K 5,865 +44 +0.8%
Creative Planning
64
Creative Planning
Kansas
$227K 5,316 +5,316 New
PAG
65
Private Advisor Group
New Jersey
$220K 5,164 +5,164 New
EWM
66
Elmwood Wealth Management
California
$200K 4,680 -1,250 -21%
TC
67
Truvestments Capital
Florida
$186K 4,352 +4,352 New
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$180K 4,225 +710 +20%
NSIM
69
North Star Investment Management
Illinois
$178K 4,184 -498 -11%
WTB
70
Washington Trust Bank
Washington
$175K 4,094 – –
RCG
71
Ruggie Capital Group
Florida
$171K 4,013 +527 +15%
SWM
72
SeaCrest Wealth Management
New York
$121K 2,850 – –
IA
73
IFP Advisors
Florida
$113K 2,662 -2,632 -50%
BWP
74
Baldwin Wealth Partners
Massachusetts
$96K 2,245 -100 -4%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$93K 2,184 +2,184 New
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3
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