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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

108 hedge funds and large institutions have $171M invested in SPDR ICE Preferred Securities ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-10
Holders Change %
-8.47%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
34
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$12.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$8.12M
3
LWS
Lucia Wealth Services
California
+$3.61M
4
SWP
Strategic Wealth Partners
Ohio
+$1.82M
5
Millennium Management
Millennium Management
New York
+$1.19M

Top Sellers

1
State Street
State Street
Massachusetts
-$30.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.31M
3
VFA
Voya Financial Advisors
Connecticut
-$3.24M
4
Wells Fargo
Wells Fargo
California
-$2.48M
5
Comerica Bank
Comerica Bank
Texas
-$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$78K +$5.95K +138 +8%
WEC
77
Winslow Evans & Crocker
Massachusetts
$65.4K – – –
MRCM
78
M&R Capital Management
New Jersey
$65K – – –
DWM
79
Destination Wealth Management
California
$55K -$234K -5,429 -81%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.9K – – –
US Bancorp
81
US Bancorp
Minnesota
$52K – – –
SA
82
SRH Advisors
Kansas
$50K – – –
RFM
83
Royal Fund Management
Florida
$48K -$46.7K -1,088 -49%
GWM
84
Geneos Wealth Management
Colorado
$42K – – –
GRP
85
Global Retirement Partners
California
$31K -$3.58K -83 -10%
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$29K +$258 +6 +0.9%
AWA
87
Acorn Wealth Advisors
Michigan
$28K +$17.7K +410 +172%
HNB
88
Huntington National Bank
Ohio
$24K -$24K – –
JFA
89
JNBA Financial Advisors
Minnesota
$22K – – –
NC
90
NewSquare Capital
Pennsylvania
$19K -$953K -191,326 -98%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$17K -$4.7K -105 -22%
RFC
92
Regions Financial Corp
Alabama
$17K +$17K +400 New
SIS
93
Sound Income Strategies
Florida
$16K – – –
ASN
94
Advisory Services Network
Georgia
$14K -$12K -277 -46%
IWM
95
IHT Wealth Management
Illinois
$13K -$9.09K -216 -41%
HFP
96
Holistic Financial Partners
Indiana
$13K – – –
MWM
97
MinichMacGregor Wealth Management
New York
$13K +$7.48K +179 +136%
SEI Investments
98
SEI Investments
Pennsylvania
$12K – – –
TFA
99
Transamerica Financial Advisors
Florida
$11K -$1.3M -29,583 -99%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$10K – – –
2 3
4
5 6