Who owns SPDR Wells Fargo Prfd Stk ETF?

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Analyze quarterly positions in SPDR Wells Fargo Prfd Stk ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top 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
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Wells Fargo & Company 653k $23M -18% Mar 2024
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LPL Financial 626k $22M -6% Mar 2024
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Morgan Stanley 501k $18M 8% Mar 2024
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Royal Bank of Canada 429k $15M -10% Mar 2024
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Putnam Fl Investment Management 419k $15M 17% Mar 2024
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Mariner Wealth Advisors 355k $12M 1% Mar 2024
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Financial Counselors 322k $11M -52% Mar 2024
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Park Avenue Securities 286k $10M 26% Mar 2024
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Barry Investment Advisors 260k $9.1M -1% Mar 2024
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UBS Group 254k $8.9M 1% Mar 2024
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Lido Advisors 237k $8.3M -6% Mar 2024
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Bank of America Corporation 202k $7.1M -21% Mar 2024
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Hanson McClain Advisors 167k $5.8M -3% Mar 2024
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Charles Schwab Investment Advisory 146k $5.1M -8% Mar 2024
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Branch Banking & Trust Company 140k $4.9M 1% Mar 2024
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Envestnet Asset Management 135k $4.7M 3% Mar 2024
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Long Run Wealth Advisors 135k $4.7M 3% Mar 2024
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Sound Income Strategies 133k $4.6M 10% Mar 2024
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Mercer Global Advisors 123k $4.3M 710% Mar 2024
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Shilanski & Associates 119k $4.0M 11% Dec 2023
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Shulman DeMeo Asset Management 117k $4.1M -2% Mar 2024
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Investors Research Corp 96k $3.3M -3% Mar 2024
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Sage Advisory Services 79k $2.7M -8% Mar 2024
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D. J. St. Germain 71k $2.4M -40% Dec 2023
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Atlas Private Wealth Advisors 70k $2.4M -68% Mar 2024
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Orion Portfolio Solutions 69k $2.4M 10% Mar 2024
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Jpmorgan Chase & Co 64k $2.2M 26% Mar 2024
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Twelve Points Wealth Management 61k $2.1M 7% Mar 2024
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Ameriprise Financial 52k $1.8M -59% Mar 2024
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Wealthcare Advisory Partners 50k $1.7M -12% Mar 2024
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Bank Of Montreal 49k $1.7M 14% Mar 2024
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Powers Advisory Group 48k $1.7M -4% Mar 2024
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Private Advisor 44k $1.5M 0% Mar 2024
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Rosenberg Matthew Hamilton 44k $1.5M 7% Mar 2024
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Advisor Group Holdings 42k $1.5M 32% Mar 2024
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Commonwealth Equity Services 42k $1.5M 61% Mar 2024
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Susquehanna International 41k $1.4M -3% Mar 2024
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Raymond James Financial Services Advisors 40k $1.4M 3% Mar 2024
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Cheryl Verrill 37k $1.3M -4% Mar 2024
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Balyasny Asset Management 35k $1.2M 100% Mar 2024
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McAdam 34k $1.2M -3% Mar 2024
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Townsquare Capital 32k $1.1M 10% Mar 2024
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Ameritas Advisory Services 31k $1.0M -44% Dec 2023
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Goss Wealth Management 28k $966k 12% Mar 2024
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Captrust Financial Advisors 27k $930k 100% Mar 2024
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XML Financial 26k $895k 6% Mar 2024
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Treynor Bancshares 25k $871k -1% Mar 2024
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Diligent Investors 24k $848k -3% Mar 2024
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Global Assets Advisory 24k $700k 100% Mar 2024
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Betterment 24k $832k 0% Mar 2024
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Pensionmark Financial Group 24k $830k 0% Mar 2024
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Cambridge Investment Research Advisors 23k $790k -1% Mar 2024
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Bp Wealth Management 22k $779k -3% Mar 2024
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Falcon Wealth Planning 22k $753k -2% Mar 2024
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GLOBALT Investments LLC / GA 21k $716k -5% Mar 2024
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Raymond James & Associates 20k $683k 2% Mar 2024
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Apollon Wealth Management 20k $679k 1% Mar 2024
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Sharper & Granite 18k $620k -20% Mar 2024
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Harbor Advisory Corp 17k $595k 0% Mar 2024
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Envestnet Portfolio Solutions 17k $583k 100% Mar 2024
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Sequent Planning 17k $581k 100% Mar 2024
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Financial Insights 15k $531k -2% Mar 2024
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Garrett Investment Advisors 15k $527k -5% Mar 2024
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NBT Bank 15k $511k -1% Mar 2024
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Pure Financial Advisors 14k $494k -7% Mar 2024
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Us Bancorp 14k $481k 143% Mar 2024
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Crestwood Advisors 14k $478k 0% Mar 2024
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National Asset Management 14k $453k -16% Dec 2023
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Fifth Third Securities 13k $434k 100% Mar 2024
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Northwestern Mutual Wealth Management Company 11k $387k -20% Mar 2024
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Eclectic Associates 11k $384k 17% Mar 2024
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Wedmont Private Capital 11k $376k 2% Mar 2024
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TD Capital Management 11k $367k 0% Mar 2024
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BEAM Asset Management 11k $365k -2% Mar 2024
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Artemis Wealth Advisors 9.6k $334k 1% Mar 2024
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Private Trust Co Na 9.4k $327k 0% Mar 2024
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Financial Advocates Investment Management 9.2k $322k 100% Mar 2024
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Brian McDonald 8.9k $312k -2% Mar 2024
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Wealthfront Advisers 8.9k $311k 0% Mar 2024
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Stratos Wealth Partners 8.9k $310k 100% Mar 2024
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Chatham Capital Group 8.7k $303k -8% Mar 2024
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Kestra Private Wealth Services 8.4k $294k -5% Mar 2024
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Jane Street 8.3k $290k -81% Mar 2024
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Keybank National Association 8.1k $282k -16% Mar 2024
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HighTower Advisors 8.0k $279k -15% Mar 2024
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Hilton Capital Management 7.9k $276k 100% Mar 2024
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Geneos Wealth Management 7.3k $254k -5% Mar 2024
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Davenport & Co 7.2k $252k -4% Mar 2024
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HF Advisory Group 6.9k $241k 0% Mar 2024
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Advisory Alpha 6.8k $238k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 6.8k $237k -37% Mar 2024
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First Citizens Bank & Trust 6.8k $237k 100% Mar 2024
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Tobias Financial Advisors 6.7k $233k 100% Mar 2024
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SignalPoint Asset Management 6.4k $222k 100% Mar 2024
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Mayflower Financial Advisors 6.2k $217k 0% Mar 2024
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Monticello Wealth Management 6.2k $216k -14% Mar 2024
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Key FInancial 6.1k $214k -4% Mar 2024
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Baltimore-Washington Financial Advisors 5.9k $205k -3% Mar 2024
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Tradewinds Capital Management 5.3k $186k 0% Mar 2024
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Lowe fs 3.5k $123k 0% Mar 2024
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Gradient Investments 3.2k $113k -24% Mar 2024
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Iron Horse Wealth Management 2.4k $83k -3% Mar 2024
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Baystate Wealth Management 2.3k $78k 15% Dec 2023
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Sunbelt Securities 2.3k $80k 0% Mar 2024
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Nalls Sherbakoff Group 2.3k $76k 0% Dec 2023
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Parkside Financial Bank & Trust 2.2k $77k 0% Mar 2024
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WealthTrust DunckerStreett 2.0k $70k 100% Mar 2024
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Prudential 1.8k $63k 0% Mar 2024
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Nbc Securities 1.7k $61k -6% Mar 2024
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Rocky Mountain Advisers 1.6k $57k 0% Mar 2024
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Tanglewood Legacy Advisors 1.6k $56k 0% Mar 2024
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Qube Research & Technologies 1.6k $55k 0% Mar 2024
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Hexagon Capital Partners 1.4k $50k 0% Mar 2024
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Massmutual Trust 1.4k $50k -99% Mar 2024
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JDM Financial Group 1.4k $47k 0% Mar 2024
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GPS Wealth Strategies Group 1.3k $45k -25% Mar 2024
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PSI Advisors 1.2k $41k 0% Mar 2024
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Glass Jacobson Investment Advisors 1.1k $39k 0% Mar 2024
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Coastal Investment Advisors 1.1k $37k 100% Mar 2024
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Armstrong Advisory Group 875.00 $29k 0% Mar 2024
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CWM 781.00 $27k 13% Mar 2024
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FTB Advisors 520.00 $18k 1% Mar 2024
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Citigroup 493.00 $17k 0% Mar 2024
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Global Financial Private Client 450.00 $16k 0% Mar 2024
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National Bank Of Canada /fi/ 450.00 $15k -50% Dec 2023
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YHB Investment Advisors 420.00 $15k 100% Mar 2024
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Steward Partners Investment Advisory 415.00 $15k -27% Mar 2024
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Huntington National Bank 391.00 $14k 0% Mar 2024
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Capital Investment Advisory Services 367.00 $13k 0% Mar 2024
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Bangor Savings Bank 360.00 $13k 0% Mar 2024
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Atlantic Trust 343.00 $12k 100% Mar 2024
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Beacon Capital Management 340.00 $12k 0% Mar 2024
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MGB Wealth Management 338.00 $12k -9% Mar 2024
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Baldwin Brothers 325.00 $11k 0% Mar 2024
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IFP Advisors 310.00 $10k -53% Dec 2023
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Morling Financial Advisors 300.00 $11k 0% Mar 2024
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Retirement Group 283.00 $9.9k 0% Mar 2024
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Creative Financial Designs 254.00 $8.9k 0% Mar 2024
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City Holding 250.00 $8.7k 0% Mar 2024
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Pnc Financial Services 235.00 $8.2k -30% Mar 2024
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Front Row Advisors 215.00 $7.5k 0% Mar 2024
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Vima 178.00 $6.0k 100% Dec 2023
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ICA Group Wealth Management 156.00 $5.4k 0% Mar 2024
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Caldwell Sutter Capital 138.00 $4.8k 0% Mar 2024
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Simplex Trading 109.00 $3.0k -89% Mar 2024
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Principal Securities 83.00 $2.9k 100% Mar 2024
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PFS Partners 81.00 $2.8k -83% Mar 2024
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Transamerica Financial Advisors 80.00 $3.0k 0% Mar 2024
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Assetmark 68.00 $2.4k 100% Mar 2024
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Castleview Partners 54.00 $1.9k -41% Mar 2024
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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