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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

104 hedge funds and large institutions have $280M invested in SPDR ICE Preferred Securities ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$37.2M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$38.8M
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$9.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$9K
2
CSIA
2
Charles Schwab Investment Advisory
California
$56.4M
3
Millennium Management
3
Millennium Management
New York
$0
4
AF
4
Allworth Financial
California
$18.6M
5
AA
5
Advisory Alpha
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$56.4M 1,322,628 -136,618 -9%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$38.8M 910,309 +424,282 +87%
State Street
3
State Street
Massachusetts
$37.2M 872,617 +564,609 +183%
AF
4
Allworth Financial
California
$18.6M 436,769 -77,755 -15%
Morgan Stanley
5
Morgan Stanley
New York
$17.2M 402,572 +83,659 +26%
CWSR
6
Chessman Wealth Strategies RIA
Texas
$10.3M 241,913 +241,913 New
Wells Fargo
7
Wells Fargo
California
$9.98M 234,106 +89,315 +62%
NC
8
NewSquare Capital
Pennsylvania
$9.35M 219,315 +20,155 +10%
Bank of America
9
Bank of America
North Carolina
$9.09M 213,274 +40,828 +24%
LPL Financial
10
LPL Financial
California
$6.07M 142,269 +10,654 +8%
UBS Group
11
UBS Group
Switzerland
$5.87M 137,666 -30,861 -18%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$5.64M 132,238 +58,167 +79%
SWP
13
Strategic Wealth Partners
Ohio
$4.35M 102,040 +48,585 +91%
1IA
14
1834 Investment Advisors
Wisconsin
$3.52M 82,522 -7,492 -8%
DI
15
Diligent Investors
California
$2.81M 65,932 +5,033 +8%
GFPC
16
Global Financial Private Capital
Florida
$2.57M 60,352 -8,583 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2M 46,823 +4,984 +12%
SCM
18
Stonehearth Capital Management
Massachusetts
$1.76M 41,275 +1,388 +3%
RJA
19
Raymond James & Associates
Florida
$1.66M 38,813 -32 -0.1%
SP
20
SWS Partners
Ohio
$1.65M 38,807 +1,177 +3%
WCM
21
Windsor Capital Management
Arizona
$1.51M 35,354 +4,587 +15%
TFA
22
Transamerica Financial Advisors
Florida
$1.48M 34,591 +2,436 +8%
AG
23
Advisor Group
Arizona
$1.4M 32,784 +17,771 +118%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.37M 32,209 +9,506 +42%
SF
25
Synovus Financial
Georgia
$1.37M 32,126 -2,184 -6%
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