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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

144 hedge funds and large institutions have $365M invested in SPDR ICE Preferred Securities ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
28
Increased
51
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Protective Life
Alabama
$32.2M
2
AIA
2
Avalon Investment & Advisory
Texas
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$7.85M
4
DJSG
4
D.J. St. Germain
Massachusetts
$11.6M
5
VDFA
5
Vickerman & Driscoll Financial Advisors
Washington
$4.87M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$23.3M
2
FWM
2
Foresight Wealth Management
Utah
$0
3
ONB
3
Old National Bancorp
Indiana
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$52.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
126
Salem Investment Counselors
North Carolina
$22K – – –
RG
127
Retirement Group
California
$22K +$22K +503 New
BFEC
128
Benjamin F. Edwards & Company
Missouri
$21K +$360 +8 +2%
TWA
129
TCI Wealth Advisors
Arizona
$20K +$20K +444 New
JPLA
130
Joseph P. Lucia & Associates
New York
$19K – – –
SIS
131
Sound Income Strategies
Florida
$19K – – –
KPCM
132
Kings Point Capital Management
New York
$13K -$31.5K -711 -71%
HWA
133
HCR Wealth Advisors
California
$11K +$11K +2,093,150 New
FANJ
134
Financial Architects (New Jersey)
New Jersey
$10K – – –
GRP
135
Global Retirement Partners
California
$10K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$9K -$37.8K -839 -81%
CAL
137
Capital Analysts LLC
Pennsylvania
$9K – – –
FRA
138
Front Row Advisors
California
$9K – – –
William Blair & Company
139
William Blair & Company
Illinois
$9K – – –
SNT
140
Security National Trust
West Virginia
$9K +$9K +200 New
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$3K +$3K +64 New
AIS
142
Accurate Investment Solutions
Pennsylvania
$2K +$2K +45 New
TFA
143
Transamerica Financial Advisors
Florida
$1K – – –
ADL
144
Asset Dedication LLC
California
$1K – – –
LPWM
145
Lake Point Wealth Management
Texas
$1K +$1K +23 New
PGAM
146
Princeton Global Asset Management
New Jersey
$36 – +6 +0.7%
FWM
147
Foresight Wealth Management
Utah
– -$4.2M -95,100 Closed
ONB
148
Old National Bancorp
Indiana
– -$3.22M -73,000 Closed
FTUS
149
Flow Traders U.S.
New York
– -$1.55M -35,201 Closed
DI
150
Diligent Investors
California
– -$787K -17,824 Closed
3 4 5
6
7