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 |
---|---|---|---|---|---|
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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Financial Counselors | 677k | $23M | -44% | Dec 2023 |
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Royal Bank of Canada | 477k | $16M | 77% | Dec 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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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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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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Atlas Private Wealth Advisors | 219k | $7.3M | 100% | 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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Sound Income Strategies | 133k | $4.6M | 10% | Mar 2024 |
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Long Run Wealth Advisors | 131k | $4.4M | -2% | Dec 2023 |
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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 | 99k | $3.3M | 0% | 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 | 61k | $2.1M | 7% | Mar 2024 |
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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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Wealthcare Advisory Partners | 50k | $1.7M | -12% | Mar 2024 |
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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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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 | 37k | $1.3M | -4% | Mar 2024 |
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McAdam | 35k | $1.2M | -15% | Dec 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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Global Assets Advisory | 24k | $700k | 100% | Mar 2024 |
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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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GLOBALT Investments LLC / GA | 22k | $727k | 100% | Dec 2023 |
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Falcon Wealth Planning | 22k | $753k | -2% | Mar 2024 |
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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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Sharper & Granite | 18k | $620k | -20% | Mar 2024 |
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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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Financial Insights | 16k | $520k | -2% | 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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Garrett Investment Advisors | 15k | $527k | -5% | Mar 2024 |
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NBT Bank | 15k | $495k | 0% | Dec 2023 |
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Pure Financial Advisors | 14k | $494k | -7% | Mar 2024 |
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Crestwood Advisors | 14k | $459k | -7% | Dec 2023 |
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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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Brown Brothers Harriman & Co. | 12k | $407k | 100% | Dec 2023 |
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Wedmont Private Capital | 11k | $376k | 2% | Mar 2024 |
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Householder Group Estate & Retirement Specialist | 11k | $363k | -2% | 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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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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Private Trust Co Na | 9.4k | $314k | -11% | Dec 2023 |
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Wealthfront Advisers | 8.9k | $300k | 29% | Dec 2023 |
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Stratos Wealth Partners | 8.9k | $310k | 100% | Mar 2024 |
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Kestra Private Wealth Services | 8.8k | $296k | -36% | Dec 2023 |
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Chatham Capital Group | 8.7k | $303k | -8% | Mar 2024 |
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Two Sigma Securities | 8.0k | $270k | 100% | 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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First Citizens Bank & Trust | 6.8k | $237k | 100% | Mar 2024 |
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Key FInancial | 6.4k | $214k | -28% | Dec 2023 |
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SignalPoint Asset Management | 6.4k | $222k | 100% | Mar 2024 |
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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 | $123k | 0% | 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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Jamison Private Wealth Management | 2.3k | $77k | -26% | Dec 2023 |
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Nalls Sherbakoff Group | 2.3k | $76k | 0% | Dec 2023 |
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Parkside Financial Bank & Trust | 2.2k | $74k | 100% | Dec 2023 |
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Nbc Securities | 1.7k | $61k | -6% | Mar 2024 |
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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 | $56k | 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 | $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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Simplex Trading | 975.00 | $32k | 100% | Dec 2023 |
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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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Newbridge Financial Services Group | 606.00 | $20k | 1% | Dec 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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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 | $13k | 0% | Mar 2024 |
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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 | 0% | Mar 2024 |
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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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City Holding | 250.00 | $8.7k | 0% | Mar 2024 |
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Front Row Advisors | 215.00 | $7.2k | 0% | Dec 2023 |
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Global Retirement Partners | 200.00 | $6.8k | 0% | Dec 2023 |
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Vima | 178.00 | $6.0k | 100% | Dec 2023 |
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ICA Group Wealth Management | 156.00 | $5.2k | 100% | Dec 2023 |
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Caldwell Sutter Capital | 138.00 | $4.6k | 0% | Dec 2023 |
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Castleview Partners | 92.00 | $3.1k | -90% | Dec 2023 |
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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% | Dec 2023 |
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Delta Asset Management | 56.00 | $1.9k | 0% | Dec 2023 |
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Tyler-Stone Wealth Management | 53.00 | $1.8k | 4% | Dec 2023 |
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Coppell Advisory Solutions | 52.00 | $1.7k | 100% | Dec 2023 |
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Assetmark | 34.00 | $1.1k | 100% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 29.00 | $971.998800 | 0% | Dec 2023 |
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Ronald Blue Trust | 16.00 | $1.0k | 100% | Dec 2023 |
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Financial Gravity Wealth | 5.00 | $162.000000 | 0% | Dec 2023 |
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Covestor | 1.00 | $0 | 0% | 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 |
RFG Advisory | Dec 2023 | 90k | $3.0M |
Baird Financial | Sep 2023 | 49k | $1.6M |
Inscription Capital | Dec 2023 | 13k | $438k |
M^T Bank Corporation | Sep 2023 | 8.0k | $260k |
New Hampshire Trust | Dec 2023 | 7.7k | $258k |
Northern Oak Capital Management | Sep 2023 | 6.8k | $220k |
Coastal Investment Advisors | Sep 2023 | 3.1k | $105k |
JTC Employer Solutions Trustee | Sep 2023 | 1.2k | $37k |
Optimum Investment Advisors | Dec 2023 | 1.0k | $34k |
Fifth Third Bancorp | Sep 2023 | 862.00 | $28k |
Deutsche Bank Aktiengesellschaft | Sep 2023 | 805.00 | $26k |
Cary Street Partner Investment Advisory | Sep 2023 | 456.00 | $15k |
Spire Wealth Management | Sep 2023 | 214.00 | $6.9k |
Founders Financial Alliance | Sep 2023 | 170.00 | $5.5k |
Headinvest | Sep 2023 | 25.00 | $782.000000 |
Cape Investment Advisory | Sep 2023 | 15.00 | $487.000500 |