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
Pfs Investments 978k $33M 4% Mar 2023
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State of Wisconsin - Board of Commissioners of Public Lands 838k $29M 100% Mar 2023
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Putnam Fl Investment Management 810k $28M 5% Mar 2023
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Protective Life Corp 732k $25M 0% Mar 2023
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CNO Financial 700k $24M 0% Mar 2023
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Wells Fargo & Company 633k $21M 18% Dec 2022
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LPL Financial 616k $21M 23% Mar 2023
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Royal Bank of Canada 584k $19M 2% Dec 2022
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Sage Advisory Services 401k $14M 1% Mar 2023
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Envestnet Asset Management 399k $14M 6% Mar 2023
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Morgan Stanley 336k $11M 100% Dec 2022
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Massmutual Trust 313k $11M 28% Mar 2023
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Bank of America Corporation 313k $11M -38% Mar 2023
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Barry Investment Advisors 282k $9.6M 3% Mar 2023
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Raymond James Financial Services Advisors 228k $7.7M 7% Mar 2023
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Branch Banking & Trust Company 195k $6.6M 14% Mar 2023
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Vickerman Investment Advisors 193k $6.6M 11% Mar 2023
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Long Run Wealth Advisors 176k $6.0M 6% Mar 2023
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UBS Group 160k $5.4M -31% Mar 2023
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Ameriprise Financial 159k $5.4M 526% Mar 2023
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Charles Schwab Investment Advisory 142k $4.8M -6% Mar 2023
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Park Avenue Securities 133k $4.5M 24% Mar 2023
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Lido Advisors 125k $4.3M 4% Mar 2023
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Raymond James & Associates 124k $4.2M 14% Mar 2023
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Shulman DeMeo Asset Management 120k $4.1M 0% Mar 2023
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D. J. St. Germain 115k $3.8M -1% Dec 2022
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Sound Income Strategies 102k $3.5M 6% Mar 2023
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Investors Research Corp 102k $3.5M 5% Mar 2023
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Shilanski & Associates 94k $3.2M 2% Mar 2023
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Orion Portfolio Solutions 84k $2.8M -3% Dec 2022
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IFG Advisory 78k $2.6M 4% Mar 2023
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New Hampshire Trust 76k $2.6M -1% Mar 2023
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Wealthcare Advisory Partners 69k $2.3M -21% Mar 2023
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Financial Network Investment Corporation 64k $2.1M 170% Dec 2022
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Bp Wealth Management 63k $2.1M 130% Dec 2022
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National Asset Management 55k $1.9M -2% Mar 2023
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Ameritas Advisory Services 53k $1.8M 4% Mar 2023
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Peterson Wealth Management 53k $1.7M -15% Dec 2022
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Bank Of Montreal 51k $1.7M -3% Dec 2022
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Synovus Financial Corp. 51k $1.7M 9% Mar 2023
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Rosenberg Matthew Hamilton 49k $1.7M 2% Mar 2023
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Hanson McClain Advisors 48k $1.6M 8% Mar 2023
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Powers Advisory Group 46k $1.6M 9% Mar 2023
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Pnc Financial Services 44k $1.5M -7% Dec 2022
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Cheryl Verrill 44k $1.5M -17% Mar 2023
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McAdam 44k $1.5M 443% Mar 2023
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Twelve Points Wealth Management 43k $1.5M 30% Mar 2023
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FDx Advisors 40k $1.3M 0% Mar 2023
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Private Advisor 39k $1.3M -44% Mar 2023
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Cambridge Investment Research Advisors 38k $1.3M -61% Mar 2023
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Baird Financial 35k $1.2M -34% Dec 2022
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Commonwealth Equity Services 35k $1.2M -4% Mar 2023
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Monticello Wealth Management 34k $1.1M -2% Mar 2023
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Advisor Group Holdings 34k $1.1M -15% Mar 2023
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SWS Partners 32k $1.1M -14% Mar 2023
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State Street Corporation 32k $1.1M -19% Mar 2023
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Voya Financial Advisors 31k $1.0M -1% Dec 2022
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Townsquare Capital 30k $1.0M -2% Mar 2023
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Renaissance Technologies 29k $998k 100% Mar 2023
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United Asset Strategies 29k $996k -1% Mar 2023
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XML Financial 28k $932k -9% Dec 2022
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Endurance Wealth Management 27k $920k 0% Mar 2023
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Householder Group Estate & Retirement Specialist 26k $868k 100% Mar 2023
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Diligent Investors 25k $861k 0% Mar 2023
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Treynor Bancshares 25k $838k 4% Mar 2023
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Pensionmark Financial Group 24k $781k 0% Dec 2022
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Goss Wealth Management 23k $785k 20% Mar 2023
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Apollon Wealth Management 20k $692k 0% Mar 2023
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Harbor Advisory Corp 20k $669k -30% Mar 2023
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Bank of New York Mellon 19k $635k -15% Mar 2023
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Mariner Wealth Advisors 18k $602k 93% Dec 2022
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West Wealth Group 18k $617k 19% Mar 2023
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Citadel Advisors 18k $605k 100% Mar 2023
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Garrett Investment Advisors 17k $583k -1% Mar 2023
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Jane Street 17k $567k -77% Mar 2023
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Prospera Financial Services 17k $563k 128% Mar 2023
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HBK Sorce Advisory 17k $542k 100% Dec 2022
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Baltimore-Washington Financial Advisors 16k $537k -17% Mar 2023
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Mml Investors Services 16k $537k 9% Mar 2023
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Belvedere Trading 15k $509k 100% Mar 2023
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Mercer Global Advisors 15k $513k 0% Mar 2023
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Money Concepts Capital Corp 15k $64k 643% Mar 2023
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Sontag Advisory 14k $487k 1% Mar 2023
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Cetera Investment Advisers 13k $456k 8% Mar 2023
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Davenport & Co 13k $455k 0% Mar 2023
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Inscription Capital 13k $444k -14% Mar 2023
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Financial Insights 13k $438k 17% Mar 2023
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Equitable Holdings 12k $396k 14% Mar 2023
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Key FInancial 12k $395k -14% Mar 2023
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Chatham Capital Group 12k $391k -18% Mar 2023
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Zacks Investment Management 11k $380k -71% Mar 2023
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AE Wealth Management 11k $377k 38% Mar 2023
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Capital Investment Advisory Services 11k $369k -10% Mar 2023
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Keybank National Association 11k $367k 0% Mar 2023
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BEAM Asset Management 11k $361k 1% Mar 2023
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Private Trust Co Na 11k $361k 35% Mar 2023
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Falcon Wealth Planning 10k $341k -13% Dec 2022
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Pure Financial Advisors 10k $352k 1% Mar 2023
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Flagship Harbor Advisors 10k $343k 100% Mar 2023
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Northern Oak Capital Management 10k $340k -38% Mar 2023
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Bard Financial Services 9.8k $331k 0% Mar 2023
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Resources Investment Advisors 9.6k $325k -14% Mar 2023
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Artemis Wealth Advisors 9.4k $320k 0% Mar 2023
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Ten Capital Wealth Advisors 9.4k $319k -18% Mar 2023
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GSB Wealth Management 9.3k $314k 1% Mar 2023
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Dfpg Investments 9.2k $311k 2% Mar 2023
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TD Capital Management 8.9k $302k 0% Mar 2023
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Multi-Financial Securities 8.6k $281k 100% Dec 2022
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Sharper & Granite 8.5k $289k -26% Mar 2023
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Austin Private Wealth 8.5k $287k -2% Mar 2023
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Advisory Alpha 8.4k $285k -10% Mar 2023
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Us Bancorp 8.3k $280k 6% Mar 2023
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M^T Bank Corporation 7.7k $262k 589% Mar 2023
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Strategic Wealth Partners 7.5k $256k -1% Mar 2023
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HBW Advisory Services 7.5k $255k -4% Mar 2023
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Geneos Wealth Management 7.1k $241k 9% Mar 2023
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IPG Investment Advisors 6.8k $229k 100% Mar 2023
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HF Advisory Group 6.4k $216k 2% Mar 2023
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Teamwork Financial Advisors 6.3k $214k 100% Mar 2023
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Gould Asset Management 6.3k $212k 0% Mar 2023
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Coastal Capital Group 6.1k $208k 100% Mar 2023
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Strategic Wealth Designers 5.9k $201k 4% Mar 2023
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Cercano Management 5.9k $201k 0% Mar 2023
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Disciplined Investments 5.7k $194k 0% Mar 2023
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Tradewinds Capital Management 5.3k $181k 0% Mar 2023
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Gradient Investments 4.5k $153k -1% Mar 2023
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Lowe fs 3.8k $128k -53% Mar 2023
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Worth Asset Management 3.3k $113k 0% Mar 2023
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Iron Horse Wealth Management 2.9k $97k -1% Mar 2023
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FTB Advisors 2.6k $84k 7% Dec 2022
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Advisory Services Network 2.5k $84k 331% Mar 2023
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Sunbelt Securities 2.3k $78k 100% Mar 2023
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Glass Jacobson Investment Advisors 2.3k $75k 100% Dec 2022
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Spire Wealth Management 2.2k $75k 935% Mar 2023
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JDM Financial Group 2.2k $74k 0% Mar 2023
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Baystate Wealth Management 2.0k $69k 0% Mar 2023
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Prudential 1.8k $61k 0% Mar 2023
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AlphaCore Capital 1.8k $61k 125% Mar 2023
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SCBT Financial Corporation 1.7k $57k 100% Mar 2023
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Baldwin Brothers 1.6k $55k 0% Mar 2023
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Rocky Mountain Advisers 1.6k $55k 0% Mar 2023
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Tanglewood Legacy Advisors 1.6k $54k 0% Mar 2023
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Global Retirement Partners 1.5k $49k 0% Mar 2023
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CoreCap Advisors 1.4k $48k 100% Dec 2022
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Hexagon Capital Partners 1.4k $49k 0% Mar 2023
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Castleview Partners 1.4k $48k -2% Mar 2023
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Financial Advisory Service 1.4k $46k 48% Mar 2023
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Fifth Third Bancorp 1.3k $43k 0% Mar 2023
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PSI Advisors 1.2k $40k 0% Mar 2023
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JTC Employer Solutions Trustee 1.2k $39k 0% Mar 2023
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Northwestern Mutual Wealth Management Company 1.1k $36k -42% Dec 2022
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National Bank Of Canada /fi/ 898.00 $30k -48% Mar 2023
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CoreFirst Bank & Trust 703.00 $24k -56% Mar 2023
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CWM 326.00 $11k -75% Mar 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
Good Life Advisors Dec 2022 183k $6.0M
CliftonLarsonAllen Wealth Advisors Dec 2022 153k $5.0M
BlackRock Dec 2022 80k $2.6M
First Trust Advisors Sep 2022 49k $1.7M
Stonehearth Capital Management Dec 2022 46k $1.5M
SNS Financial Dec 2022 38k $1.3M
Golden Green Dec 2022 31k $1.0M
Barclays Dec 2022 30k $990k
Integrated Wealth Concepts Dec 2022 23k $760k
Betterment Sep 2022 23k $824k
Ausdal Financial Partners Dec 2022 17k $553k
MGO Private Wealth Dec 2022 13k $419k
YCMNET Advisors Dec 2022 12k $379k
Stratos Wealth Partners Dec 2022 8.5k $279k
Tempus Wealth Planning Dec 2022 8.4k $275k
P.J. Schmidt Investment Management Dec 2022 8.2k $268k
Dakota Community Bank & Trust NA Dec 2022 7.0k $230k
Collaborative Wealth Managment Dec 2022 6.9k $227k
Coastal Investment Advisors Dec 2022 3.8k $126k
Lindbrook Capital Dec 2022 3.7k $120k
WFA of San Diego Dec 2022 3.1k $102k
Romano Brothers And Company Dec 2022 1.4k $46k