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 $28M 0% Dec 2023
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Wells Fargo & Company 801k $27M 5% Dec 2023
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CNO Financial 700k $23M 0% Sep 2023
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Financial Counselors 677k $23M -44% Dec 2023
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LPL Financial 664k $22M 9% Sep 2023
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Royal Bank of Canada 477k $16M 77% Dec 2023
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Morgan Stanley 466k $15M 14% Sep 2023
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Putnam Fl Investment Management 358k $12M -24% Dec 2023
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Mariner Wealth Advisors 352k $12M -24% Dec 2023
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Barry Investment Advisors 262k $8.8M -7% Dec 2023
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Bank of America Corporation 257k $8.6M 4% Dec 2023
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Lido Advisors 253k $8.5M 139% Dec 2023
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UBS Group 250k $8.4M 57% Dec 2023
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Park Avenue Securities 227k $7.6M 15% Dec 2023
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Atlas Private Wealth Advisors 219k $7.3M 100% Dec 2023
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Massmutual Trust 193k $6.5M -20% Dec 2023
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Hanson McClain Advisors 173k $5.8M 297% Dec 2023
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Charles Schwab Investment Advisory 159k $5.3M 12% Dec 2023
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Branch Banking & Trust Company 140k $4.7M 5% Dec 2023
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Long Run Wealth Advisors 131k $4.4M -2% Dec 2023
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Envestnet Asset Management 130k $4.2M -12% Sep 2023
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Ameriprise Financial 129k $4.2M 4% Sep 2023
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Sound Income Strategies 121k $4.0M 5% Dec 2023
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Shulman DeMeo Asset Management 119k $4.0M 0% Dec 2023
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Shilanski & Associates 119k $4.0M 11% Dec 2023
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Investors Research Corp 99k $3.3M 0% Dec 2023
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RFG Advisory 90k $3.0M 100% Dec 2023
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Sage Advisory Services 86k $2.9M 0% Dec 2023
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D. J. St. Germain 71k $2.4M -40% Dec 2023
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Orion Portfolio Solutions 63k $2.1M -8% Dec 2023
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Twelve Points Wealth Management 57k $1.9M 2% Dec 2023
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Wealthcare Advisory Partners 56k $1.9M -17% Dec 2023
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Jpmorgan Chase & Co 50k $1.7M 89% Dec 2023
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Powers Advisory Group 50k $1.7M 5% Dec 2023
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Synovus Financial Corp. 50k $1.6M -8% Sep 2023
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Jane Street 45k $1.5M 97% Dec 2023
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Private Advisor 44k $1.5M 15% Dec 2023
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Bank Of Montreal 44k $1.5M -3% Dec 2023
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Susquehanna International 42k $1.4M 73% Sep 2023
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State Street Corporation 41k $1.3M 1% Sep 2023
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Rosenberg Matthew Hamilton 41k $1.4M -2% Dec 2023
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Raymond James Financial Services Advisors 39k $1.3M -4% Dec 2023
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Cheryl Verrill 38k $1.3M 2% Dec 2023
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McAdam 35k $1.2M -15% Dec 2023
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SWS Partners 34k $1.1M 0% Sep 2023
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Advisor Group Holdings 32k $1.1M -8% Dec 2023
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Ameritas Advisory Services 31k $1.0M -44% Dec 2023
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Zacks Investment Management 30k $994k 165% Dec 2023
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Townsquare Capital 29k $972k 1% Dec 2023
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United Asset Strategies 28k $946k -3% Dec 2023
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Commonwealth Equity Services 26k $875k -18% Dec 2023
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Treynor Bancshares 25k $850k -1% Dec 2023
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Diligent Investors 25k $844k 0% Dec 2023
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Goss Wealth Management 25k $800k 18% Sep 2023
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XML Financial 24k $784k -3% Sep 2023
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Betterment 24k $799k 100% Dec 2023
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Pensionmark Financial Group 24k $798k 0% Dec 2023
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Bp Wealth Management 23k $775k 7% Dec 2023
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Cambridge Investment Research Advisors 23k $767k -22% Dec 2023
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Sharper & Granite 23k $753k 74% Dec 2023
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Falcon Wealth Planning 22k $742k 20% Dec 2023
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Mml Investors Services 22k $708k -31% Sep 2023
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GLOBALT Investments LLC / GA 22k $727k 100% Dec 2023
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Citadel Advisors 21k $707k 63% Dec 2023
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Apollon Wealth Management 19k $648k -2% Dec 2023
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Raymond James & Associates 19k $643k 48% Dec 2023
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Financial Network Investment Corporation 19k $622k -4% Sep 2023
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Harbor Advisory Corp 17k $572k -13% Dec 2023
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West Wealth Group 16k $539k -14% Dec 2023
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Garrett Investment Advisors 16k $534k -19% Dec 2023
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Financial Insights 16k $520k -2% Dec 2023
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Pure Financial Advisors 15k $510k 7% Dec 2023
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Mercer Global Advisors 15k $509k 2% Dec 2023
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Sontag Advisory 15k $508k 2% Dec 2023
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Belvedere Trading 15k $487k 0% Sep 2023
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NBT Bank 15k $495k 0% Dec 2023
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Northwestern Mutual Wealth Management Company 14k $449k 46% Sep 2023
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Crestwood Advisors 14k $459k -7% Dec 2023
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Renaissance Technologies 14k $441k -58% Sep 2023
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National Asset Management 14k $453k -16% Dec 2023
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Equitable Holdings 13k $434k 0% Sep 2023
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Inscription Capital 13k $438k 0% Dec 2023
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Brown Brothers Harriman & Co. 12k $407k 100% Dec 2023
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Householder Group Estate & Retirement Specialist 11k $363k -2% Dec 2023
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Wedmont Private Capital 11k $362k 100% Dec 2023
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BEAM Asset Management 11k $356k -2% Dec 2023
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TD Capital Management 11k $353k 0% Dec 2023
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Keybank National Association 9.7k $315k -3% Sep 2023
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Artemis Wealth Advisors 9.5k $318k 1% Dec 2023
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HighTower Advisors 9.5k $321k 100% Dec 2023
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Eclectic Associates 9.4k $316k 18% Dec 2023
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Chatham Capital Group 9.4k $315k -18% Dec 2023
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Private Trust Co Na 9.4k $314k -11% Dec 2023
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Brian McDonald 9.1k $296k 100% Sep 2023
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Wealthfront Advisers 8.9k $300k 29% Dec 2023
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Kestra Private Wealth Services 8.8k $296k -36% Dec 2023
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Multi-Financial Securities 8.5k $276k 100% Sep 2023
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Two Sigma Securities 8.0k $270k 100% Dec 2023
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Old Mission Capital 7.8k $254k 100% Sep 2023
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New Hampshire Trust 7.7k $258k -86% Dec 2023
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Geneos Wealth Management 7.7k $258k -10% Dec 2023
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NewEdge Wealth 7.6k $255k 100% Dec 2023
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Davenport & Co 7.5k $252k -1% Dec 2023
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Monticello Wealth Management 7.2k $240k -72% Dec 2023
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HF Advisory Group 6.9k $232k 6% Dec 2023
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Advisory Alpha 6.8k $228k 100% Dec 2023
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Key FInancial 6.4k $214k -28% Dec 2023
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Mayflower Financial Advisors 6.2k $209k -6% Dec 2023
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Baltimore-Washington Financial Advisors 6.1k $203k 100% Dec 2023
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Us Bancorp 5.7k $191k -28% Dec 2023
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Tradewinds Capital Management 5.3k $179k 0% Dec 2023
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Gradient Investments 4.3k $144k 0% Dec 2023
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Lowe fs 3.5k $119k 0% Dec 2023
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WFA of San Diego 3.1k $101k 0% Sep 2023
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Iron Horse Wealth Management 2.4k $82k -5% Dec 2023
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Baystate Wealth Management 2.3k $78k 15% Dec 2023
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Sunbelt Securities 2.3k $77k 0% Dec 2023
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Jamison Private Wealth Management 2.3k $77k -26% Dec 2023
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Nalls Sherbakoff Group 2.3k $73k 0% Sep 2023
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Parkside Financial Bank & Trust 2.2k $74k 100% Dec 2023
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Nbc Securities 1.9k $62k 0% Dec 2023
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Prudential 1.8k $58k 0% Sep 2023
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GPS Wealth Strategies Group 1.7k $57k -13% Dec 2023
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Rocky Mountain Advisers 1.6k $54k 0% Dec 2023
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Tanglewood Legacy Advisors 1.6k $54k 0% Dec 2023
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Qube Research & Technologies 1.6k $52k 79300% Sep 2023
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Hexagon Capital Partners 1.4k $48k 0% Dec 2023
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JDM Financial Group 1.4k $45k 0% Dec 2023
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PSI Advisors 1.2k $40k 0% Dec 2023
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Glass Jacobson Investment Advisors 1.1k $38k -35% Dec 2023
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Optimum Investment Advisors 1.0k $34k 0% Dec 2023
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Simplex Trading 975.00 $32k 100% Dec 2023
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Armstrong Advisory Group 875.00 $29k 0% Dec 2023
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CWM 694.00 $23k 153% Dec 2023
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Newbridge Financial Services Group 600.00 $20k 1% Sep 2023
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Steward Partners Investment Advisory 565.00 $19k 0% Dec 2023
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Advisory Services Network 528.00 $18k 100% Dec 2023
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FTB Advisors 514.00 $17k 2% Dec 2023
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Tennessee Valley Asset Management Partners 495.00 $17k 100% Dec 2023
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Citigroup 493.00 $17k 0% Dec 2023
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PFS Partners 478.00 $16k 2% Dec 2023
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National Bank Of Canada /fi/ 450.00 $15k -50% Dec 2023
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Huntington National Bank 391.00 $13k 100% Dec 2023
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Capital Investment Advisory Services 367.00 $12k 0% Dec 2023
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Bangor Savings Bank 360.00 $12k 0% Dec 2023
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Beacon Capital Management 340.00 $11k 0% Dec 2023
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Pnc Financial Services 338.00 $11k 0% Dec 2023
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Baldwin Brothers 325.00 $11k -76% Dec 2023
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IFP Advisors 310.00 $10k -53% Dec 2023
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Morling Financial Advisors 300.00 $10k 0% Dec 2023
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Retirement Group 283.00 $9.5k -26% Dec 2023
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Creative Financial Designs 254.00 $8.5k -48% Dec 2023
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Castleview Partners 92.00 $3.1k -90% Dec 2023
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Who sold out of SPDR Wells Fargo Prfd Stk ETF?

Fund or Company Name Date Sold Shares Held Valued At
Vickerman Investment Advisors Sep 2023 216k $7.0M
Baird Financial Sep 2023 49k $1.6M
GeoWealth Management Jun 2023 20k $676k
Flagship Harbor Advisors Sep 2023 11k $356k
GSB Wealth Management Jun 2023 9.3k $312k
Resources Investment Advisors Jun 2023 9.1k $304k
Stratos Wealth Partners Sep 2023 8.0k $260k
M^T Bank Corporation Sep 2023 8.0k $260k
Austin Private Wealth Sep 2023 7.2k $235k
Northern Oak Capital Management Sep 2023 6.8k $220k
BlackRock Jun 2023 4.5k $152k
Coastal Investment Advisors Sep 2023 3.1k $105k
Aptus Capital Advisors Jun 2023 3.0k $100k
Guardian Wealth Advisors, Llc / Nc Jun 2023 3.0k $100k
AlphaCore Capital Jun 2023 1.8k $60k
JTC Employer Solutions Trustee Sep 2023 1.2k $37k
Fifth Third Bancorp Sep 2023 862.00 $28k
Deutsche Bank Aktiengesellschaft Sep 2023 805.00 $26k
Fairfield Research Corporation Jun 2023 466.00 $16k
Cary Street Partner Investment Advisory Sep 2023 456.00 $15k
Salem Investment Counselors Sep 2023 401.00 $13k