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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

76 hedge funds and large institutions have $229M invested in SPDR ICE Preferred Securities ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
36
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$30.6M
2
State Street
2
State Street
Massachusetts
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.8M
4
SI
4
Stephens Inc
Arkansas
$2.38M
5
FAAS
5
First Allied Advisory Services
California
$2.08M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$13.4M
2
LPL Financial
2
LPL Financial
California
$7.61M
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
PFS
4
Prospera Financial Services
Texas
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$5.91M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$30.6M 664,975 +257,427 +63%
NC
2
NewSquare Capital
Pennsylvania
$27.3M 591,724 +15,022 +3%
Morgan Stanley
3
Morgan Stanley
New York
$25.8M 560,869 +89,613 +19%
PFS
4
Prospera Financial Services
Texas
$20.1M 437,196 -47,739 -10%
State Street
5
State Street
Massachusetts
$16.1M 350,843 +128,446 +58%
TFA
6
Transamerica Financial Advisors
Florida
$13.4M 290,805 -170,431 -37%
Bank of America
7
Bank of America
North Carolina
$10.5M 227,592 -59,791 -21%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$8.72M 189,245 +726 +0.4%
SGAM
9
Steinberg Global Asset Management
Florida
$8.04M 174,436 +1,525 +0.9%
LPL Financial
10
LPL Financial
California
$7.61M 165,954 -79,250 -32%
UBS Group
11
UBS Group
Switzerland
$5.91M 128,224 -11,351 -8%
RJA
12
Raymond James & Associates
Florida
$4.98M 108,039 +26,804 +33%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.98M 86,307 +27,218 +46%
Ameriprise
14
Ameriprise
Minnesota
$3.74M 81,277 +28,057 +53%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.52M 76,308 +27,058 +55%
Jane Street
16
Jane Street
New York
$2.45M 53,177 -467 -0.9%
SI
17
Stephens Inc
Arkansas
$2.38M 51,749 +51,749 New
RIA
18
Regal Investment Advisors
Michigan
$2.16M 46,873 -1,521 -3%
FAAS
19
First Allied Advisory Services
California
$2.08M 45,018 +35,513 +374%
IP
20
Investment Partners
Ohio
$2.01M 43,707 +29,496 +208%
Citigroup
21
Citigroup
New York
$1.9M 41,231 +8,570 +26%
SF
22
Synovus Financial
Georgia
$1.81M 39,162 +1,489 +4%
Stifel Financial
23
Stifel Financial
Missouri
$1.8M 39,002 +1,314 +3%
AIM
24
Advantage Investment Management
Iowa
$1.75M 37,971 +1,319 +4%
NFG
25
Next Financial Group
Texas
$1.51M 32,835 +2,584 +9%
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