Who owns SPDR Wells Fargo Prfd Stk ETF?
- Ticker: PSK
- CUSIP Number: 78464A292
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR Wells Fargo Prfd Stk ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of SPDR Wells Fargo Prfd Stk ETF stock
Who bought or sold SPDR Wells Fargo Prfd Stk ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
State of Wisconsin - Board of Commissioners of Public Lands | 840k | $29M | 0% | Mar 2024 |
|
Wells Fargo & Company | 653k | $23M | -18% | Mar 2024 |
|
LPL Financial | 626k | $22M | -6% | Mar 2024 |
|
Morgan Stanley | 501k | $18M | 8% | Mar 2024 |
|
Royal Bank of Canada | 429k | $15M | -10% | Mar 2024 |
|
Putnam Fl Investment Management | 419k | $15M | 17% | Mar 2024 |
|
Mariner Wealth Advisors | 355k | $12M | 1% | Mar 2024 |
|
Financial Counselors | 322k | $11M | -52% | Mar 2024 |
|
Park Avenue Securities | 286k | $10M | 26% | Mar 2024 |
|
Barry Investment Advisors | 260k | $9.1M | -1% | Mar 2024 |
|
UBS Group | 254k | $8.9M | 1% | Mar 2024 |
|
Lido Advisors | 237k | $8.3M | -6% | Mar 2024 |
|
Bank of America Corporation | 202k | $7.1M | -21% | Mar 2024 |
|
Hanson McClain Advisors | 167k | $5.8M | -3% | Mar 2024 |
|
Charles Schwab Investment Advisory | 146k | $5.1M | -8% | Mar 2024 |
|
Branch Banking & Trust Company | 140k | $4.9M | 1% | Mar 2024 |
|
Envestnet Asset Management | 135k | $4.7M | 3% | Mar 2024 |
|
Long Run Wealth Advisors | 135k | $4.7M | 3% | Mar 2024 |
|
Sound Income Strategies | 133k | $4.6M | 10% | Mar 2024 |
|
Mercer Global Advisors | 123k | $4.3M | 710% | Mar 2024 |
|
Shilanski & Associates | 119k | $4.0M | 11% | Dec 2023 |
|
Shulman DeMeo Asset Management | 117k | $4.1M | -2% | Mar 2024 |
|
Investors Research Corp | 96k | $3.3M | -3% | Mar 2024 |
|
Sage Advisory Services | 79k | $2.7M | -8% | Mar 2024 |
|
D. J. St. Germain | 71k | $2.4M | -40% | Dec 2023 |
|
Atlas Private Wealth Advisors | 70k | $2.4M | -68% | Mar 2024 |
|
Orion Portfolio Solutions | 69k | $2.4M | 10% | Mar 2024 |
|
Jpmorgan Chase & Co | 64k | $2.2M | 26% | Mar 2024 |
|
Twelve Points Wealth Management | 61k | $2.1M | 7% | Mar 2024 |
|
Ameriprise Financial | 52k | $1.8M | -59% | Mar 2024 |
|
Wealthcare Advisory Partners | 50k | $1.7M | -12% | Mar 2024 |
|
Bank Of Montreal | 49k | $1.7M | 14% | Mar 2024 |
|
Powers Advisory Group | 48k | $1.7M | -4% | Mar 2024 |
|
Private Advisor | 44k | $1.5M | 0% | Mar 2024 |
|
Rosenberg Matthew Hamilton | 44k | $1.5M | 7% | Mar 2024 |
|
Advisor Group Holdings | 42k | $1.5M | 32% | Mar 2024 |
|
Commonwealth Equity Services | 42k | $1.5M | 61% | Mar 2024 |
|
Susquehanna International | 41k | $1.4M | -3% | Mar 2024 |
|
Raymond James Financial Services Advisors | 40k | $1.4M | 3% | Mar 2024 |
|
Cheryl Verrill | 37k | $1.3M | -4% | Mar 2024 |
|
Balyasny Asset Management | 35k | $1.2M | 100% | Mar 2024 |
|
McAdam | 34k | $1.2M | -3% | Mar 2024 |
|
Townsquare Capital | 32k | $1.1M | 10% | Mar 2024 |
|
Ameritas Advisory Services | 31k | $1.0M | -44% | Dec 2023 |
|
Goss Wealth Management | 28k | $966k | 12% | Mar 2024 |
|
Captrust Financial Advisors | 27k | $930k | 100% | Mar 2024 |
|
XML Financial | 26k | $895k | 6% | Mar 2024 |
|
Treynor Bancshares | 25k | $871k | -1% | Mar 2024 |
|
Diligent Investors | 24k | $848k | -3% | Mar 2024 |
|
Global Assets Advisory | 24k | $700k | 100% | Mar 2024 |
|
Betterment | 24k | $832k | 0% | Mar 2024 |
|
Pensionmark Financial Group | 24k | $830k | 0% | Mar 2024 |
|
Cambridge Investment Research Advisors | 23k | $790k | -1% | Mar 2024 |
|
Bp Wealth Management | 22k | $779k | -3% | Mar 2024 |
|
Falcon Wealth Planning | 22k | $753k | -2% | Mar 2024 |
|
GLOBALT Investments LLC / GA | 21k | $716k | -5% | Mar 2024 |
|
Raymond James & Associates | 20k | $683k | 2% | Mar 2024 |
|
Apollon Wealth Management | 20k | $679k | 1% | Mar 2024 |
|
Sharper & Granite | 18k | $620k | -20% | Mar 2024 |
|
Harbor Advisory Corp | 17k | $595k | 0% | Mar 2024 |
|
Envestnet Portfolio Solutions | 17k | $583k | 100% | Mar 2024 |
|
Sequent Planning | 17k | $581k | 100% | Mar 2024 |
|
National Asset Management | 16k | $525k | 20% | Mar 2024 |
|
Financial Insights | 15k | $531k | -2% | Mar 2024 |
|
Garrett Investment Advisors | 15k | $527k | -5% | Mar 2024 |
|
NBT Bank | 15k | $511k | -1% | Mar 2024 |
|
Pure Financial Advisors | 14k | $494k | -7% | Mar 2024 |
|
Us Bancorp | 14k | $481k | 143% | Mar 2024 |
|
Crestwood Advisors | 14k | $478k | 0% | Mar 2024 |
|
Fifth Third Securities | 13k | $434k | 100% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 11k | $387k | -20% | Mar 2024 |
|
Eclectic Associates | 11k | $384k | 17% | Mar 2024 |
|
Wedmont Private Capital | 11k | $376k | 2% | Mar 2024 |
|
TD Capital Management | 11k | $367k | 0% | Mar 2024 |
|
BEAM Asset Management | 11k | $365k | -2% | Mar 2024 |
|
Artemis Wealth Advisors | 9.6k | $334k | 1% | Mar 2024 |
|
Private Trust Co Na | 9.4k | $327k | 0% | Mar 2024 |
|
Financial Advocates Investment Management | 9.2k | $322k | 100% | Mar 2024 |
|
Brian McDonald | 8.9k | $312k | -2% | Mar 2024 |
|
Wealthfront Advisers | 8.9k | $311k | 0% | Mar 2024 |
|
Stratos Wealth Partners | 8.9k | $310k | 100% | Mar 2024 |
|
Chatham Capital Group | 8.7k | $303k | -8% | Mar 2024 |
|
Kestra Private Wealth Services | 8.4k | $294k | -5% | Mar 2024 |
|
Jane Street | 8.3k | $290k | -81% | Mar 2024 |
|
Keybank National Association | 8.1k | $282k | -16% | Mar 2024 |
|
HighTower Advisors | 8.0k | $279k | -15% | Mar 2024 |
|
Hilton Capital Management | 7.9k | $276k | 100% | Mar 2024 |
|
Geneos Wealth Management | 7.3k | $254k | -5% | Mar 2024 |
|
Davenport & Co | 7.2k | $252k | -4% | Mar 2024 |
|
HF Advisory Group | 6.9k | $241k | 0% | Mar 2024 |
|
Advisory Alpha | 6.8k | $238k | 0% | Mar 2024 |
|
Householder Group Estate & Retirement Specialist | 6.8k | $237k | -37% | Mar 2024 |
|
First Citizens Bank & Trust | 6.8k | $237k | 100% | Mar 2024 |
|
Tobias Financial Advisors | 6.7k | $233k | 100% | Mar 2024 |
|
SignalPoint Asset Management | 6.4k | $222k | 100% | Mar 2024 |
|
Mayflower Financial Advisors | 6.2k | $217k | 0% | Mar 2024 |
|
Monticello Wealth Management | 6.2k | $216k | -14% | Mar 2024 |
|
Key FInancial | 6.1k | $214k | -4% | Mar 2024 |
|
Baltimore-Washington Financial Advisors | 5.9k | $205k | -3% | Mar 2024 |
|
Tradewinds Capital Management | 5.3k | $186k | 0% | Mar 2024 |
|
Lowe fs | 3.5k | $123k | 0% | Mar 2024 |
|
Gradient Investments | 3.2k | $113k | -24% | Mar 2024 |
|
Iron Horse Wealth Management | 2.4k | $83k | -3% | Mar 2024 |
|
Baystate Wealth Management | 2.3k | $78k | 15% | Dec 2023 |
|
Sunbelt Securities | 2.3k | $80k | 0% | Mar 2024 |
|
Nalls Sherbakoff Group | 2.3k | $76k | 0% | Dec 2023 |
|
Parkside Financial Bank & Trust | 2.2k | $77k | 0% | Mar 2024 |
|
WealthTrust DunckerStreett | 2.0k | $70k | 100% | Mar 2024 |
|
Prudential | 1.8k | $63k | 0% | Mar 2024 |
|
Nbc Securities | 1.7k | $61k | -6% | Mar 2024 |
|
Rocky Mountain Advisers | 1.6k | $57k | 0% | Mar 2024 |
|
Tanglewood Legacy Advisors | 1.6k | $56k | 0% | Mar 2024 |
|
Qube Research & Technologies | 1.6k | $55k | 0% | Mar 2024 |
|
Hexagon Capital Partners | 1.4k | $50k | 0% | Mar 2024 |
|
Massmutual Trust | 1.4k | $50k | -99% | Mar 2024 |
|
JDM Financial Group | 1.4k | $47k | 0% | Mar 2024 |
|
GPS Wealth Strategies Group | 1.3k | $45k | -25% | Mar 2024 |
|
PSI Advisors | 1.2k | $41k | 0% | Mar 2024 |
|
Glass Jacobson Investment Advisors | 1.1k | $39k | 0% | Mar 2024 |
|
Coastal Investment Advisors | 1.1k | $37k | 100% | Mar 2024 |
|
Armstrong Advisory Group | 875.00 | $29k | 0% | Mar 2024 |
|
CWM | 781.00 | $27k | 13% | Mar 2024 |
|
FTB Advisors | 520.00 | $18k | 1% | Mar 2024 |
|
Citigroup | 493.00 | $17k | 0% | Mar 2024 |
|
Global Financial Private Client | 450.00 | $16k | 0% | Mar 2024 |
|
National Bank Of Canada /fi/ | 450.00 | $15k | -50% | Dec 2023 |
|
YHB Investment Advisors | 420.00 | $15k | 100% | Mar 2024 |
|
Steward Partners Investment Advisory | 415.00 | $15k | -27% | Mar 2024 |
|
Huntington National Bank | 391.00 | $14k | 0% | Mar 2024 |
|
Capital Investment Advisory Services | 367.00 | $13k | 0% | Mar 2024 |
|
Bangor Savings Bank | 360.00 | $13k | 0% | Mar 2024 |
|
Atlantic Trust | 343.00 | $12k | 100% | Mar 2024 |
|
Beacon Capital Management | 340.00 | $12k | 0% | Mar 2024 |
|
MGB Wealth Management | 338.00 | $12k | -9% | Mar 2024 |
|
Baldwin Brothers | 325.00 | $11k | 0% | Mar 2024 |
|
IFP Advisors | 310.00 | $10k | -53% | Dec 2023 |
|
Morling Financial Advisors | 300.00 | $11k | 0% | Mar 2024 |
|
Retirement Group | 283.00 | $9.9k | 0% | Mar 2024 |
|
Creative Financial Designs | 254.00 | $8.9k | 0% | Mar 2024 |
|
City Holding | 250.00 | $8.7k | 0% | Mar 2024 |
|
Pnc Financial Services | 235.00 | $8.2k | -30% | Mar 2024 |
|
Front Row Advisors | 215.00 | $7.5k | 0% | Mar 2024 |
|
Vima | 178.00 | $6.0k | 0% | Mar 2024 |
|
ICA Group Wealth Management | 156.00 | $5.4k | 0% | Mar 2024 |
|
Caldwell Sutter Capital | 138.00 | $4.8k | 0% | Mar 2024 |
|
Simplex Trading | 109.00 | $3.0k | -89% | Mar 2024 |
|
Principal Securities | 83.00 | $2.9k | 100% | Mar 2024 |
|
PFS Partners | 81.00 | $2.8k | -83% | Mar 2024 |
|
Transamerica Financial Advisors | 80.00 | $3.0k | 0% | Mar 2024 |
|
Assetmark | 68.00 | $2.4k | 100% | Mar 2024 |
|
Castleview Partners | 54.00 | $1.9k | -41% | Mar 2024 |
|
Who sold out of SPDR Wells Fargo Prfd Stk ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
RFG Advisory | Dec 2023 | 90k | $3.0M |
Baird Financial | Sep 2023 | 49k | $1.6M |
SWS Partners | Sep 2023 | 34k | $1.1M |
Zacks Investment Management | Dec 2023 | 30k | $994k |
United Asset Strategies | Dec 2023 | 28k | $946k |
Citadel Advisors | Dec 2023 | 21k | $707k |
West Wealth Group | Dec 2023 | 16k | $539k |
Sontag Advisory | Dec 2023 | 15k | $508k |
Belvedere Trading | Sep 2023 | 15k | $487k |
Inscription Capital | Dec 2023 | 13k | $438k |
Brown Brothers Harriman & Co. | Dec 2023 | 12k | $407k |
Two Sigma Securities | Dec 2023 | 8.0k | $270k |
New Hampshire Trust | Dec 2023 | 7.7k | $258k |
NewEdge Wealth | Dec 2023 | 7.6k | $255k |
Jamison Private Wealth Management | Dec 2023 | 2.3k | $77k |
Optimum Investment Advisors | Dec 2023 | 1.0k | $34k |
Newbridge Financial Services Group | Dec 2023 | 606.00 | $20k |
Advisory Services Network | Dec 2023 | 528.00 | $18k |
Tennessee Valley Asset Management Partners | Dec 2023 | 495.00 | $17k |
Global Retirement Partners | Dec 2023 | 200.00 | $6.8k |