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
Bank of New York Mellon 1.1M $38M 79% Sep 2024
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State of Wisconsin - Board of Commissioners of Public Lands 840k $30M 0% Sep 2024
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Wells Fargo & Company 819k $29M 18% Sep 2024
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Royal Bank of Canada 776k $28M 23% Sep 2024
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LPL Financial 603k $22M -5% Sep 2024
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Putnam Fl Investment Management 545k $19M 25% Sep 2024
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Morgan Stanley 516k $18M 3% Jun 2024
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Envestnet Asset Management 491k $18M 56% Sep 2024
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Atlas Private Wealth Advisors 447k $16M 210% Sep 2024
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Park Avenue Securities 368k $13M 11% Sep 2024
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Tradewinds Capital Management 332k $12M 6119% Sep 2024
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Lido Advisors 327k $11M 38% Jun 2024
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Financial Counselors 252k $8.6M -22% Jun 2024
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Barry Investment Advisors 243k $8.7M -2% Sep 2024
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CFG Asset Management 227k $8.1M 100% Sep 2024
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Bank of America Corporation 208k $7.4M 7% Sep 2024
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Sage Advisory Services 195k $6.6M 0% Sep 2024
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Raymond James & Associates 191k $6.8M 63% Sep 2024
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Branch Banking & Trust Company 190k $6.4M 35% Jun 2024
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Hanson McClain Advisors 169k $6.0M 0% Sep 2024
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Long Run Wealth Advisors 151k $5.4M 8% Sep 2024
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Sound Income Strategies 150k $5.3M 4% Sep 2024
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Charles Schwab Investment Management 130k $4.6M -7% Sep 2024
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D. J. St. Germain 129k $4.6M 6% Sep 2024
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Shilanski & Associates 126k $4.5M -2% Sep 2024
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Mercer Global Advisors 124k $545k 1% Jun 2024
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Shulman DeMeo Asset Management 116k $4.1M 0% Sep 2024
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Investors Research Corp 96k $3.4M 0% Sep 2024
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Pnc Financial Services 89k $3.2M 92% Sep 2024
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Prospera Financial Services 87k $3.1M 1293% Sep 2024
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Twelve Points Wealth Management 83k $3.0M 17% Sep 2024
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Mariner Wealth Advisors 83k $2.9M 1% Sep 2024
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Ameritas Advisory Services 66k $2.4M 2% Sep 2024
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Orion Portfolio Solutions 66k $2.3M -5% Sep 2024
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Cetera Investment Advisers 64k $2.2M 138% Jun 2024
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Jpmorgan Chase & Co 64k $2.3M 1% Sep 2024
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Private Advisor 61k $2.2M 37% Sep 2024
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Nilsine Partners 58k $2.1M 100% Sep 2024
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Advisor Group Holdings 56k $2.0M 33% Sep 2024
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Voya Financial Advisors 53k $1.9M 109% Sep 2024
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Rosenberg Matthew Hamilton 52k $1.8M 10% Sep 2024
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Wealthcare Advisory Partners 50k $1.8M 5% Sep 2024
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First Trust Advisors 49k $1.8M 100% Sep 2024
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Balyasny Asset Management 49k $1.6M 38% Jun 2024
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Synovus Financial Corp. 43k $1.5M 110% Sep 2024
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FDx Advisors 41k $1.4M 45% Sep 2024
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Mirae Asset Global Investments 36k $1.3M 100% Sep 2024
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McAdam 35k $1.3M -3% Sep 2024
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Cheryl Verrill 34k $1.2M -4% Sep 2024
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Commonwealth Equity Services 34k $1.2M -15% Sep 2024
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Raymond James Financial Services Advisors 34k $1.2M -17% Sep 2024
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Goss Wealth Management 32k $1.1M 15% Jun 2024
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Cambridge Investment Research Advisors 30k $1.1M 53% Sep 2024
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Alexander Labrunerie & Co 28k $1.0M 0% Sep 2024
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Susquehanna International 28k $1.0M -45% Sep 2024
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Transamerica Financial Advisors 26k $931k 32505% Sep 2024
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Financial Insights 26k $930k 44% Sep 2024
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XML Financial 26k $929k -1% Sep 2024
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Envestnet Portfolio Solutions 25k $901k 16% Sep 2024
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Pensionmark Financial Group 24k $808k 0% Jun 2024
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Diligent Investors 24k $836k -2% Sep 2024
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Crestwood Advisors 23k $814k 2% Sep 2024
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Equitable Holdings 21k $695k 2% Jun 2024
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Sequent Planning 19k $647k 16% Jun 2024
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Mml Investors Services 19k $664k -38% Sep 2024
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GLOBALT Investments LLC / GA 18k $641k -3% Sep 2024
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Sharper & Granite 18k $631k 16% Sep 2024
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Garrett Investment Advisors 17k $620k -4% Sep 2024
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Apollon Wealth Management 17k $595k -6% Sep 2024
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Euro Pacific Asset Management 16k $566k 100% Sep 2024
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Financial Advocates Investment Management 15k $548k 46% Sep 2024
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NBT Bank 15k $543k 4% Sep 2024
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Falcon Wealth Planning 15k $538k 87% Sep 2024
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Flow Traders US 14k $490k 100% Sep 2024
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Pure Financial Advisors 13k $477k -10% Sep 2024
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Inscription Capital 13k $466k 0% Sep 2024
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Eclectic Associates 11k $406k 2% Sep 2024
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Wedmont Private Capital 11k $394k 2% Sep 2024
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BEAM Asset Management 11k $388k 1% Sep 2024
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TD Capital Management 11k $376k 0% Sep 2024
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Kestra Advisory Services 11k $375k 100% Sep 2024
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Hilton Capital Management 10k $366k 20% Sep 2024
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Jane Street 10k $365k -44% Sep 2024
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Townsquare Capital 10k $360k -68% Sep 2024
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Fifth Third Securities 9.9k $354k -42% Sep 2024
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Artemis Wealth Advisors 9.9k $352k 2% Sep 2024
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Brian McDonald 9.5k $339k -1% Sep 2024
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Private Trust Co Na 9.4k $318k 0% Jun 2024
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Us Bancorp 9.2k $327k 2% Sep 2024
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Stratos Wealth Partners 9.0k $320k -4% Sep 2024
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Wealthfront Advisers 8.7k $311k -3% Sep 2024
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Chatham Capital Group 8.7k $310k 0% Sep 2024
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YCMNET Advisors 8.4k $284k 0% Jun 2024
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Treynor Bancshares 8.3k $297k -8% Sep 2024
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Keybank National Association 8.1k $289k 0% Sep 2024
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Northwestern Mutual Wealth Management Company 8.1k $288k 3% Sep 2024
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Old Mission Capital 8.0k $270k 100% Jun 2024
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HighTower Advisors 7.9k $267k -2% Jun 2024
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HF Advisory Group 7.4k $264k 1% Sep 2024
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Geneos Wealth Management 7.4k $250k 1% Jun 2024
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Davenport & Co 7.2k $256k 0% Sep 2024
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Breed's Hill Capital 7.2k $256k 100% Sep 2024
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Wedbush Morgan Securities 6.7k $238k -5% Sep 2024
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Clear Creek Financial Management 6.5k $232k 100% Sep 2024
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National Asset Management 6.4k $218k -60% Jun 2024
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Monticello Wealth Management 6.2k $216k 0% Sep 2024
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SignalPoint Asset Management 6.1k $220k -4% Sep 2024
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Advisory Alpha 6.1k $219k -9% Sep 2024
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Householder Group Estate & Retirement Specialist 6.0k $215k -13% Sep 2024
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Key FInancial 5.9k $211k -2% Sep 2024
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Gould Asset Management 5.7k $204k 100% Sep 2024
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Fragasso 5.7k $202k 100% Sep 2024
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Thurston, Springer, Miller, Herd & Titak 4.5k $159k 98% Sep 2024
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Lowe fs 3.5k $126k 0% Sep 2024
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WFA of San Diego 3.1k $111k 100% Sep 2024
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Jones Financial Companies, L.L 3.1k $111k 417% Sep 2024
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Parallel Advisors 2.8k $98k -39% Sep 2024
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Sunbelt Securities 2.3k $78k 0% Jun 2024
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Vermillion & White Wealth Management Group 2.3k $77k 100% Jun 2024
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Iron Horse Wealth Management 2.2k $79k -7% Sep 2024
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WealthTrust DunckerStreett 2.0k $71k 0% Sep 2024
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Nbc Securities 2.0k $70k 0% Sep 2024
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Matrix Trust 1.9k $68k 100% Sep 2024
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Prudential 1.8k $61k 0% Jun 2024
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Rocky Mountain Advisers 1.6k $58k 0% Sep 2024
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Tanglewood Legacy Advisors 1.6k $57k 0% Sep 2024
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Hexagon Capital Partners 1.4k $51k 0% Sep 2024
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CoreCap Advisors 1.3k $47k 0% Sep 2024
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Jaffetilchin Investment Partners 1.3k $45k 100% Sep 2024
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Smartleaf Asset Management 1.2k $43k 100% Sep 2024
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PSI Advisors 1.2k $42k 0% Sep 2024
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Cornerstone Planning Group 1.1k $38k 100% Sep 2024
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GPS Wealth Strategies Group 969.00 $35k -1% Sep 2024
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Armstrong Advisory Group 875.00 $31k 0% Sep 2024
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Larson Financial Group 868.00 $31k 100% Sep 2024
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CWM 781.00 $28k -1% Sep 2024
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Parkside Financial Bank & Trust 693.00 $25k 0% Sep 2024
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Hartland & Co 573.00 $20k 0% Sep 2024
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Washington Trust Company 490.00 $18k 0% Sep 2024
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National Bank Of Canada /fi/ 450.00 $16k 0% Sep 2024
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Steward Partners Investment Advisory 414.00 $14k 0% Jun 2024
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Ridgewood Investments 408.00 $15k 0% Sep 2024
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Huntington National Bank 391.00 $14k 0% Sep 2024
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Global Retirement Partners 390.00 $14k 0% Sep 2024
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Capital Investment Advisory Services 367.00 $13k 0% Sep 2024
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MGB Wealth Management 338.00 $12k 0% Sep 2024
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IFP Advisors 310.00 $11k 0% Jun 2024
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Citigroup 300.00 $11k 0% Sep 2024
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Coastline Trust 258.00 $9.2k 100% Sep 2024
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Belpointe Asset Management 256.00 $8.7k 100% Jun 2024
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Baldwin Brothers 150.00 $5.3k -54% Sep 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
Elevation Capital Advisory Jun 2024 86k $2.9M
Strategic Financial Concepts Jun 2024 31k $920k
Bp Wealth Management Jun 2024 14k $475k
Tobias Financial Advisors Jun 2024 6.7k $227k
Mayflower Financial Advisors Jun 2024 6.2k $211k
International Assets Investment Management Jun 2024 3.4k $117k
Gradient Investments Jun 2024 3.2k $110k
Qube Research & Technologies Mar 2024 1.6k $55k
Sandy Spring Bank Jun 2024 749.00 $25k
FTB Advisors Jun 2024 528.00 $18k
Coastal Investment Advisors Jun 2024 516.00 $18k