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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

108 hedge funds and large institutions have $248M invested in SPDR ICE Preferred Securities ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
47
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$22.4M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$21.1M
3
NC
3
NewSquare Capital
Pennsylvania
$8.65M
4
State Street
4
State Street
Massachusetts
$13.4M
5
Wells Fargo
5
Wells Fargo
California
$6.29M

Top Sellers

1
LWS
1
Lucia Wealth Services
California
$869K
2
HPWM
2
Highland Private Wealth Management
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PAG
4
Private Advisory Group
Washington
$207K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$63.4M 1,459,246 +18,329 +1%
AF
2
Allworth Financial
California
$22.4M 514,524 +514,524 New
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$21.1M 486,027 +486,027 New
GI
4
Gradient Investments
Minnesota
$15.2M 349,708 +41,330 +13%
Morgan Stanley
5
Morgan Stanley
New York
$13.9M 318,913 +118,185 +59%
State Street
6
State Street
Massachusetts
$13.4M 308,008 +172,665 +128%
NC
7
NewSquare Capital
Pennsylvania
$8.65M 199,160 +195,344 +5,119%
Bank of America
8
Bank of America
North Carolina
$7.5M 172,446 +4,371 +3%
UBS Group
9
UBS Group
Switzerland
$7.33M 168,527 +47,952 +40%
Wells Fargo
10
Wells Fargo
California
$6.29M 144,791 +123,260 +572%
LPL Financial
11
LPL Financial
California
$5.72M 131,615 -6,958 -5%
Millennium Management
12
Millennium Management
New York
$4.09M 94,156 +66,856 +245%
1IA
13
1834 Investment Advisors
Wisconsin
$3.91M 90,014 -9,138 -9%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.22M 74,071 +17,939 +32%
GFPC
15
Global Financial Private Capital
Florida
$3M 68,935 +4,549 +7%
DI
16
Diligent Investors
California
$2.65M 60,899 +3,511 +6%
SWP
17
Strategic Wealth Partners
Ohio
$2.32M 53,455 +11,060 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.82M 41,839 +4,995 +14%
SCM
19
Stonehearth Capital Management
Massachusetts
$1.73M 39,887 +560 +1%
RJA
20
Raymond James & Associates
Florida
$1.69M 38,845 +9,522 +32%
IP
21
Investment Partners
Ohio
$1.64M 37,695 – –
SP
22
SWS Partners
Ohio
$1.64M 37,630 +7,072 +23%
AA
23
Advisory Alpha
Michigan
$1.55M 35,630 -5,546 -13%
SF
24
Synovus Financial
Georgia
$1.49M 34,310 -479 -1%
TFA
25
Transamerica Financial Advisors
Florida
$1.4M 32,155 +31,904 +12,711%
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