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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

135 hedge funds and large institutions have $310M invested in SPDR ICE Preferred Securities ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 28 closing their positions.

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
23
Increased
50
Reduced
34
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$58.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.1M
3
SAS
3
Sage Advisory Services
Texas
$3.5M
4
CST
4
Charles Schwab Trust
Nevada
$3.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.57M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
AIA
2
Avalon Investment & Advisory
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$4.67M
5
TFA
5
Tobias Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$58.1M 1,481,809 +287,168 +24%
PL
2
Protective Life
Alabama
$32.2M 731,500 – –
AF
3
Allworth Financial
California
$19.7M 502,915 -178 -0%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M 411,316 -196,103 -32%
UBS Group
5
UBS Group
Switzerland
$12M 306,621 +48,451 +19%
DJSG
6
D.J. St. Germain
Massachusetts
$11.6M 295,208 +31,691 +12%
LPL Financial
7
LPL Financial
California
$9.93M 253,351 +31,477 +14%
Wells Fargo
8
Wells Fargo
California
$9.22M 235,237 -98,100 -29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.11M 206,928 -94,748 -31%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$8.1M 206,794 +163,411 +377%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.57M 167,544 +76,865 +85%
Truist Financial
12
Truist Financial
North Carolina
$5.53M 141,044 -37,288 -21%
SDAM
13
Shulman DeMeo Asset Management
New York
$5.44M 138,898 +4,481 +3%
MBTD
14
Mechanics Bank - Trust Department
California
$5.07M 129,355 +21,330 +20%
VDFA
15
Vickerman & Driscoll Financial Advisors
Washington
$4.97M 126,722 +16,136 +15%
RIM
16
Redwood Investment Management
Arizona
$4.75M 121,122 -5,000 -4%
Bank of America
17
Bank of America
North Carolina
$4.67M 119,055 -113,435 -49%
SWP
18
Strategic Wealth Partners
Ohio
$4.61M 104,840 – –
GVAG
19
Great Valley Advisor Group
Delaware
$4.37M 111,469 +47,640 +75%
TC
20
TownSquare Capital
Utah
$4.19M 100,790 +6,682 +7%
ACM
21
AlphaStar Capital Management
North Carolina
$3.98M 96,798 -11,212 -10%
SAS
22
Sage Advisory Services
Texas
$3.5M 89,138 +89,138 New
CST
23
Charles Schwab Trust
Nevada
$3.08M 78,680 +78,680 New
SF
24
Synovus Financial
Georgia
$3.02M 77,079 +38,535 +100%
RJA
25
Raymond James & Associates
Florida
$2.87M 73,225 +57,813 +375%
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