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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 %
MRCM
76
M&R Capital Management
New Jersey
$85K 2,000 -500 -20%
ZB
77
Zions Bancorporation
Utah
$85K 2,000 – –
GWM
78
Geneos Wealth Management
Colorado
$74K 1,750 +775 +79%
SA
79
SRH Advisors
Kansas
$69K 1,620 – –
ML
80
McAdam LLC
Pennsylvania
$65K 1,551 +1,551 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.8K 1,263 – –
SWP
82
Stratos Wealth Partners
Ohio
$51K 1,207 +1,207 New
US Bancorp
83
US Bancorp
Minnesota
$41K 964 – –
ASN
84
Advisory Services Network
Georgia
$32K 753 +253 +51%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$30K 693 +9 +1%
DWM
86
Destination Wealth Management
California
$29K 687 -587 -46%
BAM
87
Barrett Asset Management
New York
$26K 600 +600 New
GRP
88
Global Retirement Partners
California
$24K 569 -150 -21%
HNB
89
Huntington National Bank
Ohio
– – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$22K 525 +203 +63%
SIS
91
Sound Income Strategies
Florida
$16K 365 – –
HWA
92
HCR Wealth Advisors
California
$10K 2,093,150 – –
FANJ
93
Financial Architects (New Jersey)
New Jersey
$10K 226 – –
GI
94
Gradient Investments
Minnesota
$9K 235 -349,473 -100%
William Blair & Company
95
William Blair & Company
Illinois
$9K 200 – –
CAL
96
Capital Analysts LLC
Pennsylvania
$9K 214 – –
GP
97
Girard Partners
Pennsylvania
$9K 220 +220 New
AIM
98
Advantage Investment Management
Iowa
$6K 130 – –
MWM
99
MinichMacGregor Wealth Management
New York
$5K 137 – –
IP
100
Investment Partners
Ohio
$4.56K 37,695 – –
1 2 3
4
5