PSK icon

SPDR ICE Preferred Securities ETF

124 hedge funds and large institutions have $245M invested in SPDR ICE Preferred Securities ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+20
Holders Change %
+19.23%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
28
Reduced
37
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
76
HBK Sorce Advisory
Pennsylvania
$255K
SB
77
Suntrust Banks
Georgia
$247K +$247K +6,252 New
CSIC
78
Clifford Swan Investment Counsel
California
$234K +$1.9K +48 +0.8%
ECG
79
Edge Capital Group
Georgia
$223K +$223K +5,630 New
LPWM
80
Lake Point Wealth Management
Texas
$213K +$213K +5,373 New
APA
81
American Portfolios Advisors
New York
$211K -$116K -2,938 -36%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$208K +$40.5K +1,025 +24%
HighTower Advisors
83
HighTower Advisors
Illinois
$200K +$200K +5,047 New
US Bancorp
84
US Bancorp
Minnesota
$179K +$141K +3,556 +369%
EWM
85
Elmwood Wealth Management
California
$165K -$19.7K -500 -11%
IA
86
IFP Advisors
Florida
$150K +$45.4K +1,154 +43%
DWM
87
Destination Wealth Management
California
$116K +$88.7K +2,235 +325%
SWM
88
SeaCrest Wealth Management
New York
$115K +$1.87K +47 +2%
BWP
89
Baldwin Wealth Partners
Massachusetts
$89K
ZB
90
Zions Bancorporation
Utah
$79K
GWM
91
Geneos Wealth Management
Colorado
$68K
SA
92
SRH Advisors
Kansas
$64K
AIC
93
Ameritas Investment Company
Nebraska
$46K +$46K +1,171 New
IWA
94
Intercontinental Wealth Advisors
Texas
$43K +$43K +1,075 New
MRCM
95
M&R Capital Management
New Jersey
$39K -$39K -1,000 -50%
ASN
96
Advisory Services Network
Georgia
$33K +$2.88K +72 +10%
CFGS
97
Concourse Financial Group Securities
Alabama
$33K +$33K +839 New
PGAM
98
Princeton Global Asset Management
New Jersey
$32K +$32K +805 New
WTB
99
Washington Trust Bank
Washington
$30K -$131K -3,332 -81%
JGIA
100
Jackson Grant Investment Advisers
Connecticut
$28K +$670 +17 +2%