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
Wells Fargo & Company 1.8M $60M 3% Sep 2025
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Morgan Stanley 1.2M $37M 100% Jun 2025
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Bank of New York Mellon 1.1M $36M -2% Sep 2025
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Royal Bank of Canada 894k $30M -4% Sep 2025
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State of Wisconsin - Board of Commissioners of Public Lands 781k $26M -7% Sep 2025
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CNO Financial 700k $23M 0% Sep 2025
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Envestnet Asset Management 595k $20M 2% Sep 2025
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Park Avenue Securities 529k $18M 14% Sep 2025
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LPL Financial 464k $15M -6% Sep 2025
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Sage Advisory Services 363k $12M 9% Sep 2025
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Raymond James Financial 335k $11M 10% Sep 2025
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Lido Advisors 281k $9.3M 0% Sep 2025
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UBS Group 268k $8.9M -6% Sep 2025
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Branch Banking & Trust Company 226k $7.5M 7% Sep 2025
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Long Run Wealth Advisors 215k $7.1M 7% Sep 2025
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D. J. St. Germain 197k $6.5M 5% Sep 2025
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Crews Bank & Trust 182k $6.0M -37% Sep 2025
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Midwest Trust 156k $5.2M -4% Sep 2025
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Twelve Points Wealth Management 152k $5.0M -1% Sep 2025
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Sound Income Strategies 151k $4.9M -6% Sep 2025
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Hanson McClain Advisors 122k $4.0M -3% Sep 2025
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Wiley Bros.-aintree Capital 118k $3.9M 1% Sep 2025
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Shulman DeMeo Asset Management 112k $3.7M 0% Sep 2025
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Charles Schwab Investment Management 109k $3.6M -3% Sep 2025
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Pnc Financial Services 109k $3.6M -2% Sep 2025
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Cetera Investment Advisers 93k $3.1M -5% Sep 2025
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Investors Research Corp 93k $3.1M -1% Sep 2025
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Wealth Enhancement Advisory Services 84k $2.8M 10% Sep 2025
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Ameriprise Financial 82k $2.7M -2% Sep 2025
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Rosenberg Matthew Hamilton 80k $2.6M 33% Sep 2025
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Elevation Capital Advisory 76k $2.5M 100% Sep 2025
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Voya Financial Advisors 59k $2.0M 5% Sep 2025
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FDx Advisors 59k $1.9M -4% Sep 2025
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Aspetuck Financial Management 58k $1.9M -1% Sep 2025
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CLS Investments 57k $1.9M -3% Sep 2025
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Barry Investment Advisors 56k $1.9M -46% Sep 2025
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Advisor Group Holdings 56k $1.8M 3% Sep 2025
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Atlas Private Wealth Advisors 48k $1.6M -87% Sep 2025
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Mariner Wealth Advisors 47k $1.6M -29% Sep 2025
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Private Advisor 43k $1.4M -5% Sep 2025
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Bank Of Montreal 43k $1.4M 100% Jun 2025
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NFP Retirement 41k $1.3M 0% Sep 2025
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Wealthcare Advisory Partners 41k $1.4M 8% Sep 2025
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Greenleaf Trust 37k $1.2M -2% Sep 2025
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Cambridge Investment Research Advisors 33k $1.1M 11% Sep 2025
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Envestnet Portfolio Solutions 33k $1.1M 7% Sep 2025
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Provenance Wealth Advisors 32k $1.0M 0% Sep 2025
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Cheryl Verrill 31k $1.0M -3% Sep 2025
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Deutsche Bank Aktiengesellschaft 31k $1.0M -23% Sep 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 31k $1.0M -11% Sep 2025
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XML Financial 29k $963k -5% Sep 2025
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Alexander Labrunerie & Co 26k $864k -1% Sep 2025
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Pure Financial Advisors 25k $821k 2% Sep 2025
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Goss Wealth Management 25k $820k 33% Sep 2025
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Betterment 25k $820k 0% Sep 2025
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Jpmorgan Chase & Co 24k $797k -55% Sep 2025
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Matrix Trust 23k $753k -2% Sep 2025
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NBT Bank 22k $735k 0% Sep 2025
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Fifth Third Securities 22k $730k 5% Sep 2025
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Garrett Investment Advisors 22k $724k -4% Sep 2025
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Synovus Financial Corp. 22k $724k 0% Sep 2025
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Susquehanna International 20k $672k 28% Sep 2025
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Cornerstone Financial Group 19k $641k 7% Sep 2025
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Crestwood Advisors 19k $630k -3% Sep 2025
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Euro Pacific Asset Management 19k $604k 19% Sep 2025
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Rockefeller Capital Management 17k $575k -2% Sep 2025
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McAdam 17k $560k -16% Sep 2025
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Commonwealth Equity Services 16k $535k -21% Sep 2025
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Sharper & Granite 15k $499k -17% Sep 2025
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Mml Investors Services 14k $468k -21% Sep 2025
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Sequent Planning 14k $461k -21% Sep 2025
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Mercer Global Advisors 14k $449k -72% Sep 2025
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GLOBALT Investments LLC / GA 14k $448k -5% Sep 2025
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Camarda Wealth Advisory 14k $445k 100% Sep 2025
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Creative Planning 13k $436k 100% Sep 2025
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Inscription Capital 13k $432k 0% Sep 2025
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Private Trust Co Na 13k $420k 0% Sep 2025
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Brian McDonald 13k $414k 33% Sep 2025
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Wedmont Private Capital 12k $396k 2% Sep 2025
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Citadel Advisors 12k $391k -80% Sep 2025
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Eclectic Associates 12k $386k 0% Sep 2025
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Putnam Fl Investment Management 12k $379k -40% Sep 2025
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Us Bancorp 11k $361k 13% Sep 2025
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Financial Insights 11k $338k -63% Jun 2025
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Artemis Wealth Advisors 11k $348k 2% Sep 2025
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Parr Mcknight Wealth Management Group 10k $331k 0% Sep 2025
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FORM Wealth Advisors 9.8k $312k 1% Jun 2025
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Kestra Advisory Services 9.2k $303k -21% Sep 2025
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TD Capital Management 9.1k $302k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 8.8k $292k -19% Sep 2025
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Equitable Holdings 8.6k $285k 4% Sep 2025
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Foundations Investment Advisors 8.5k $280k 22% Sep 2025
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Sowell Financial Services 8.3k $274k -48% Sep 2025
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Keybank National Association 8.1k $268k 0% Sep 2025
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Jones Financial Companies, L.L 7.9k $264k -29% Sep 2025
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Mayflower Financial Advisors 7.9k $260k 0% Sep 2025
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Mokosak Advisory Group 7.8k $257k 2% Sep 2025
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Wedbush Morgan Securities 7.6k $251k 100% Sep 2025
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Crumly & Associates 7.4k $244k 100% Sep 2025
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Davenport & Co 7.4k $243k -10% Sep 2025
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Townsquare Capital 7.3k $242k -13% Sep 2025
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Gotham Asset Management 7.3k $241k 0% Sep 2025
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Wayfinding Financial 7.2k $239k 0% Sep 2025
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HF Advisory Group 7.2k $238k -2% Sep 2025
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Austin Private Wealth 7.1k $234k -2% Sep 2025
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Stratos Wealth Partners 6.9k $228k 8% Sep 2025
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Harvest Investment Services 6.7k $222k -1% Sep 2025
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Tradewinds Capital Management 6.7k $221k 0% Sep 2025
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Prospera Financial Services 6.6k $217k 1% Sep 2025
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von Borstel & Associates 6.5k $210k 100% Sep 2025
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Geneos Wealth Management 5.6k $186k -10% Sep 2025
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Farther Finance Advisors 5.0k $166k 13% Sep 2025
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Lowe fs 3.5k $117k 0% Sep 2025
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Strategic Wealth Partners 2.8k $93k -8% Sep 2025
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Parallel Advisors 2.8k $91k 0% Sep 2025
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WFA of San Diego 2.6k $84k 100% Jun 2025
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Sunbelt Securities 2.3k $76k 0% Sep 2025
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Iron Horse Wealth Management 2.1k $66k -6% Jun 2025
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WealthTrust DunckerStreett 2.0k $66k 0% Sep 2025
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AlphaCore Capital 2.0k $65k 0% Sep 2025
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CWM 1.9k $62k 7% Sep 2025
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Nbc Securities 1.7k $55k -45% Sep 2025
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Rocky Mountain Advisers 1.6k $54k 0% Sep 2025
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Key FInancial 1.6k $54k 0% Sep 2025
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Steward Partners Investment Advisory 1.5k $50k -30% Sep 2025
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CoreCap Advisors 1.5k $49k 14% Sep 2025
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Vermillion & White Wealth Management Group 1.4k $47k 0% Sep 2025
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JDM Financial Group 1.4k $45k 0% Sep 2025
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AE Wealth Management 1.3k $43k 111% Sep 2025
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Topsail Wealth Management 1.2k $38k 0% Sep 2025
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MAI Wealth Advisors 1.1k $38k 0% Sep 2025
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Rialto Wealth Management 1.1k $36k 0% Sep 2025
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Capital Investment Advisory Services 853.00 $28k 0% Sep 2025
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J.Safra Asset Management 554.00 $18k 100% Sep 2025
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Advisory Services Network 547.00 $18k 100% Sep 2025
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Trust 500.00 $17k 0% Sep 2025
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MGB Wealth Management 485.00 $16k 0% Sep 2025
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Triumph Capital Management 464.00 $15k 100% Sep 2025
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Thurston, Springer, Miller, Herd & Titak 462.00 $15k -96% Sep 2025
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National Bank Of Canada /fi/ 450.00 $15k 0% Sep 2025
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Vermillion Wealth Management 421.00 $14k -14% Sep 2025
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IFP Advisors 391.00 $13k -2% Sep 2025
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FMR 358.00 $12k 258% Sep 2025
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EverSource Wealth Advisors 280.00 $9.3k 100% Sep 2025
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Transamerica Financial Advisors 196.00 $6.5k -1% Sep 2025
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Vision Financial Markets 147.00 $4.9k 1% Sep 2025
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Measured Wealth Private Client Group 146.00 $4.8k 100% Sep 2025
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Ronald Blue Trust 130.00 $4.3k 100% Sep 2025
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GPS Wealth Strategies Group 103.00 $3.4k 0% Sep 2025
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Principal Securities 101.00 $3.3k 80% Sep 2025
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Front Row Advisors 101.00 $3.3k -27% Sep 2025
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Ameritas Advisory Services 95.00 $3.2k -100% Sep 2025
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Cornerstone Planning Group 70.00 $12k -93% Sep 2025
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Who sold out of SPDR Wells Fargo Prfd Stk ETF?

Fund or Company Name Date Sold Shares Held Valued At
Shilanski & Associates Jun 2025 146k $4.6M
Zacks Investment Management Jun 2025 108k $3.4M
Diligent Investors Jun 2025 23k $745k
Hrt Financial Jun 2025 15k $468k
Captrust Financial Advisors Jun 2025 15k $467k
Apollon Wealth Management Jun 2025 12k $392k
YCMNET Advisors Jun 2025 8.5k $270k
HighTower Advisors Jun 2025 7.0k $221k
Franklin Resources Jun 2025 4.5k $143k
Qube Research & Technologies Jun 2025 1.9k $60k
Hartland & Co Jun 2025 773.00 $25k
Parkside Financial Bank & Trust Jun 2025 693.00 $22k
CFG Asset Management Jun 2025 485.00 $15k