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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

108 hedge funds and large institutions have $171M invested in SPDR ICE Preferred Securities ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-10
Holders Change %
-8.47%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
34
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$13.4M
2
CSIA
Charles Schwab Investment Advisory
California
$62.6M
3
LWS
Lucia Wealth Services
California
$4.25M
4
SWP
Strategic Wealth Partners
Ohio
$1.84M
5
Millennium Management
Millennium Management
New York
$1.19M

Top Sellers

1
State Street
State Street
Massachusetts
$5.88M
2
Morgan Stanley
Morgan Stanley
New York
$8.72M
3
VFA
Voya Financial Advisors
Connecticut
$0
4
Wells Fargo
Wells Fargo
California
$936K
5
Comerica Bank
Comerica Bank
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$62.6M +$8.12M +186,874 +15%
GI
2
Gradient Investments
Minnesota
$13.4M +$12.2M +280,255 +997%
Morgan Stanley
3
Morgan Stanley
New York
$8.72M -$8.31M -191,165 -49%
Bank of America
4
Bank of America
North Carolina
$7.3M -$592K -13,623 -7%
LPL Financial
5
LPL Financial
California
$6.02M -$1.82M -41,937 -23%
State Street
6
State Street
Massachusetts
$5.88M -$30.1M -693,177 -84%
UBS Group
7
UBS Group
Switzerland
$5.24M -$464K -10,673 -8%
1IA
8
1834 Investment Advisors
Wisconsin
$4.31M -$548K -12,608 -11%
LWS
9
Lucia Wealth Services
California
$4.25M +$3.61M +83,191 +565%
GFPC
10
Global Financial Private Capital
Florida
$2.8M +$626K +14,413 +29%
AIA
11
Allegis Investment Advisors
Idaho
$2.53M +$34.8K +800 +1%
DI
12
Diligent Investors
California
$2.49M +$450K +10,359 +22%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$317K +7,304 +15%
SWP
14
Strategic Wealth Partners
Ohio
$1.84M +$1.82M +41,812 +7,172%
AA
15
Advisory Alpha
Michigan
$1.76M -$747K -17,515 -30%
SCM
16
Stonehearth Capital Management
Massachusetts
$1.71M +$1.17K +27 +0.1%
IP
17
Investment Partners
Ohio
$1.64M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.6M -$744K -17,140 -32%
SF
19
Synovus Financial
Georgia
$1.51M +$64.8K +1,491 +4%
SP
20
SWS Partners
Ohio
$1.32M +$241K +5,590 +22%
RJA
21
Raymond James & Associates
Florida
$1.27M -$400K -9,205 -24%
Millennium Management
22
Millennium Management
New York
$1.19M +$1.19M +27,300 New
WCM
23
Windsor Capital Management
Arizona
$1.18M +$671K +15,442 +131%
PAG
24
Private Advisory Group
Washington
$1.18M +$620K +14,276 +111%
HPWM
25
Highland Private Wealth Management
Washington
$1.18M +$1.18M +27,167 New
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