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SPDR ICE Preferred Securities ETF

118 hedge funds and large institutions have $211M invested in SPDR ICE Preferred Securities ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
+27
Holders Change %
+29.67%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
34
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$55.2M 1,254,043 +168,629 +16%
State Street
2
State Street
Massachusetts
$36.5M 828,520 +177,570 +27%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M 391,893 -29,357 -7%
NC
4
NewSquare Capital
Pennsylvania
$8.59M 195,142 +1,124 +0.6%
Bank of America
5
Bank of America
North Carolina
$8M 181,698 -12,935 -7%
LPL Financial
6
LPL Financial
California
$7.95M 180,510 -4,161 -2%
UBS Group
7
UBS Group
Switzerland
$5.78M 131,248 +8,225 +7%
1IA
8
1834 Investment Advisors
Wisconsin
$4.92M 111,760 +111,760 New
Wells Fargo
9
Wells Fargo
California
$3.46M 78,533 +11,150 +17%
VFA
10
Voya Financial Advisors
Connecticut
$3.24M 73,533 +10,576 +17%
AIA
11
Allegis Investment Advisors
Idaho
$2.53M 57,367 +57,367 New
AA
12
Advisory Alpha
Michigan
$2.49M 58,691 +58,691 New
Comerica Bank
13
Comerica Bank
Texas
$2.44M 56,396 +56,396 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.38M 53,984 +15,060 +39%
GFPC
15
Global Financial Private Capital
Florida
$2.2M 49,973 +2,940 +6%
SGAM
16
Steinberg Global Asset Management
Florida
$2.19M 49,733 +1,063 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2.15M 48,828 +2,960 +6%
AG
18
Advisor Group
Arizona
$2.1M 47,677 +4,815 +11%
DI
19
Diligent Investors
California
$2.07M 47,029 +47,029 New
SCM
20
Stonehearth Capital Management
Massachusetts
$1.73M 39,300 -80 -0.2%
RJA
21
Raymond James & Associates
Florida
$1.7M 38,528 +783 +2%
IP
22
Investment Partners
Ohio
$1.66M 37,695
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.48M 33,637 -14,844 -31%
SF
24
Synovus Financial
Georgia
$1.47M 33,298 +180 +0.5%
TFA
25
Transamerica Financial Advisors
Florida
$1.31M 29,834 -3,908 -12%