PSK icon

SPDR ICE Preferred Securities ETF

83 hedge funds and large institutions have $185M invested in SPDR ICE Preferred Securities ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
16
Increased
33
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.4M 513,852 -47,017 -8%
Bank of America
2
Bank of America
North Carolina
$19.1M 420,828 +193,236 +85%
CSIA
3
Charles Schwab Investment Advisory
California
$18.3M 402,364 -262,611 -39%
State Street
4
State Street
Massachusetts
$17.8M 391,220 +40,377 +12%
NC
5
NewSquare Capital
Pennsylvania
$11.8M 258,859 -332,865 -56%
LPL Financial
6
LPL Financial
California
$8.45M 185,832 +19,878 +12%
SGAM
7
Steinberg Global Asset Management
Florida
$8.01M 176,201 +1,765 +1%
PFS
8
Prospera Financial Services
Texas
$7.16M 157,460 -279,736 -64%
UBS Group
9
UBS Group
Switzerland
$6.19M 136,002 +7,778 +6%
RJA
10
Raymond James & Associates
Florida
$4.06M 89,267 -18,772 -17%
Ameriprise
11
Ameriprise
Minnesota
$3.78M 83,176 +1,899 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$3.56M 78,276 -110,969 -59%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.49M 76,625 +317 +0.4%
TFA
14
Transamerica Financial Advisors
Florida
$3.47M 76,204 -214,601 -74%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.84M 62,389 +35,290 +130%
EDRS
16
Edmond de Rothschild (Suisse)
Switzerland
$2.29M 50,372 +50,372 New
EDRH
17
Edmond de Rothschild Holding
Switzerland
$2.29M 50,372 +50,372 New
Stifel Financial
18
Stifel Financial
Missouri
$2.18M 47,783 +8,781 +23%
IP
19
Investment Partners
Ohio
$2.12M 46,540 +2,833 +6%
SB
20
Suntrust Banks
Georgia
$1.99M 45,016 +15,479 +52%
Citigroup
21
Citigroup
New York
$1.79M 39,325 -1,906 -5%
NFG
22
Next Financial Group
Texas
$1.7M 37,457 +4,622 +14%
SF
23
Synovus Financial
Georgia
$1.69M 37,245 -1,917 -5%
AG
24
Advisor Group
Arizona
$1.68M 36,989 +24,646 +200%
AIM
25
Advantage Investment Management
Iowa
$1.64M 36,063 -1,908 -5%