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
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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 |
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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 |