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 1.4M $43M 4% Mar 2026
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Morgan Stanley 1.1M $62M 0% Mar 2026
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Royal Bank of Canada 893k $28M 0% Mar 2026
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Bank of New York Mellon 853k $26M -20% Mar 2026
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State of Wisconsin - Board of Commissioners of Public Lands 781k $24M 0% Mar 2026
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CNO Financial 700k $22M 0% Mar 2026
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Raymond James Financial 603k $19M 80% Dec 2025
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Envestnet Asset Management 602k $19M 3% Mar 2026
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LPL Financial 445k $14M -7% Mar 2026
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Sage Advisory Services 346k $11M 0% Mar 2026
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Lido Advisors 270k $8.3M -4% Mar 2026
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Bank of America Corporation 259k $8.0M 100% Mar 2026
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UBS Group 257k $7.9M -61% Mar 2026
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Long Run Wealth Advisors 230k $7.3M 7% Dec 2025
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Cetera Investment Advisers 215k $6.6M 91% Mar 2026
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Park Avenue Securities 213k $6.6M -56% Mar 2026
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Checchi Capital Advisers 175k $5.4M -8% Mar 2026
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Branch Banking & Trust Company 172k $5.3M -3% Mar 2026
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Crews Bank & Trust 138k $4.3M 0% Mar 2026
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Sound Income Strategies 137k $4.2M -4% Mar 2026
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Twelve Points Wealth Management 134k $4.1M 16% Mar 2026
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Hanson McClain Advisors 122k $3.9M 0% Dec 2025
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Wiley Bros.-aintree Capital 119k $4.0M 1% Dec 2025
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Pnc Financial Services 113k $3.5M 4% Mar 2026
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Midwest Trust 111k $3.4M -18% Mar 2026
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Shulman DeMeo Asset Management 106k $3.3M -4% Mar 2026
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Charles Schwab Investment Management 105k $3.3M -4% Dec 2025
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Rosenberg Matthew Hamilton 102k $3.2M 8% Mar 2026
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Investors Research Corp 89k $2.7M -2% Mar 2026
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D. J. St. Germain 80k $2.5M -2% Mar 2026
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Ameriprise Financial 80k $2.5M -3% Mar 2026
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Ameritas Advisory Services 61k $1.9M 2% Mar 2026
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Aspetuck Financial Management 56k $1.7M 0% Mar 2026
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Voya Financial Advisors 56k $1.7M -10% Mar 2026
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CLS Investments 54k $1.7M -3% Mar 2026
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FDx Advisors 52k $1.6M 100% Mar 2026
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Crestwood Advisors 51k $1.6M 292% Mar 2026
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Deutsche Bank Aktiengesellschaft 48k $1.5M 56% Mar 2026
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Private Advisor 47k $1.5M 2% Mar 2026
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Rockefeller Capital Management 45k $1.4M -1% Mar 2026
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Advisor Group Holdings 44k $1.4M -21% Dec 2025
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Susquehanna International 44k $1.4M 115% Dec 2025
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NFP Retirement 41k $1.2M 1% Mar 2026
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Wealthcare Advisory Partners 40k $1.2M 0% Mar 2026
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Bank Of Montreal 40k $1.2M 100% Mar 2026
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Financial Insights 32k $990k 16% Mar 2026
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Provenance Wealth Advisors 32k $973k 0% Mar 2026
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Greenleaf Trust 29k $887k -22% Mar 2026
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Strategic Financial Concepts 28k $870k 100% Mar 2026
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XML Financial 27k $832k -17% Mar 2026
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Goss Wealth Management 26k $795k 1% Mar 2026
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 26k $787k 0% Mar 2026
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Betterment 25k $785k 0% Dec 2025
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Breachway Investments 24k $730k 0% Mar 2026
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Pure Financial Advisors 24k $730k -2% Mar 2026
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Atlas Private Wealth Advisors 24k $728k -39% Mar 2026
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Cambridge Investment Research Advisors 23k $703k -31% Mar 2026
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Mariner Wealth Advisors 22k $685k -31% Mar 2026
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NBT Bank 22k $676k 0% Mar 2026
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Fifth Third Securities 22k $662k 3% Mar 2026
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Greenberg Financial Group 21k $675k 100% Dec 2025
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Cornerstone Financial Group 21k $644k 2% Mar 2026
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Cheryl Verrill 20k $616k -1% Mar 2026
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Euro Pacific Asset Management 19k $604k 0% Mar 2026
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Laurel Oak Wealth Management 19k $580k 100% Mar 2026
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Mml Investors Services 17k $522k -4% Mar 2026
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Garrett Investment Advisors 16k $505k -28% Mar 2026
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McAdam 16k $480k -5% Mar 2026
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Fifth Third Bancorp 14k $445k 100% Mar 2026
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Us Bancorp 14k $429k 24% Dec 2025
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Camarda Wealth Advisory 13k $421k -1% Dec 2025
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GLOBALT Investments LLC / GA 13k $415k -3% Dec 2025
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Inscription Capital 13k $403k 0% Mar 2026
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Brian McDonald 13k $412k 4% Dec 2025
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Wedmont Private Capital 12k $387k 2% Mar 2026
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Alexander Labrunerie & Co 12k $381k -52% Mar 2026
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Sequent Planning 12k $377k 2% Mar 2026
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Eclectic Associates 12k $363k 0% Mar 2026
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Private Trust Co Na 11k $353k -14% Mar 2026
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Artemis Wealth Advisors 11k $341k 2% Dec 2025
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Parr Mcknight Wealth Management Group 10k $308k 0% Mar 2026
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Mercer Global Advisors 9.7k $299k 19% Mar 2026
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TD Capital Management 9.1k $282k 0% Mar 2026
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Jones Financial Companies, L.L 8.9k $282k 12% Dec 2025
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HPM Partners 8.9k $274k 100% Mar 2026
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Creative Planning 8.6k $264k 2% Mar 2026
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Wayfinding Financial 8.2k $253k 26% Mar 2026
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Austin Private Wealth 8.2k $260k 16% Dec 2025
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FORM Wealth Advisors 8.2k $252k 1% Mar 2026
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WealthPoint Financial 8.2k $259k 0% Mar 2026
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Putnam Fl Investment Management 8.1k $250k -8% Mar 2026
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Keybank National Association 8.1k $250k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 8.0k $247k 5% Mar 2026
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Stratos Wealth Partners 7.9k $244k 1% Mar 2026
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Johnson Investment Counsel 7.8k $242k 100% Mar 2026
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Gotham Asset Management 7.7k $239k 0% Mar 2026
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Foundations Investment Advisors 7.7k $236k 10% Mar 2026
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Commonwealth Equity Services 7.6k $236k -32% Mar 2026
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Kestra Advisory Services 7.6k $236k -3% Mar 2026
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Amicus Financial Advisors 7.6k $234k 0% Mar 2026
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Davenport & Co 7.5k $232k 2% Mar 2026
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Wedbush Morgan Securities 7.4k $227k -4% Mar 2026
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Crumly & Associates 7.4k $227k 0% Mar 2026
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Sharper & Granite 7.3k $225k -46% Mar 2026
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Citadel Advisors 7.0k $216k -86% Mar 2026
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Equitable Holdings 6.7k $213k 0% Mar 2026
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Independent Advisor Alliance 6.6k $205k 100% Mar 2026
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HighTower Advisors 6.6k $204k 100% Mar 2026
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CWM 6.0k $189k 219% Dec 2025
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Geneos Wealth Management 5.7k $175k 1% Mar 2026
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Medallion Wealth Advisors 5.4k $166k -18% Mar 2026
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Tradewinds Capital Management 5.2k $159k -11% Mar 2026
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Farther Finance Advisors 5.1k $156k 0% Mar 2026
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MAI Wealth Advisors 4.4k $136k -6% Mar 2026
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International Assets Investment Management 4.1k $127k -1% Mar 2026
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Napier Financial 2.8k $86k 100% Mar 2026
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IFP Advisors 2.8k $85k 6% Mar 2026
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WFA of San Diego 2.6k $82k 0% Mar 2026
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Strategic Wealth Partners 2.6k $80k 0% Mar 2026
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Sunbelt Securities 2.3k $71k 0% Mar 2026
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AlphaCore Capital 2.0k $62k 0% Mar 2026
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WealthTrust DunckerStreett 2.0k $62k 0% Mar 2026
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Nbc Securities 1.7k $52k -3% Mar 2026
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Rocky Mountain Advisers 1.6k $50k 0% Mar 2026
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Thurston, Springer, Miller, Herd & Titak 1.6k $49k -11% Mar 2026
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JDM Financial Group 1.4k $42k 0% Mar 2026
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CoreCap Advisors 1.3k $40k 0% Mar 2026
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Key FInancial 1.3k $40k 0% Mar 2026
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City Holding 1.2k $36k 0% Mar 2026
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Topsail Wealth Management 1.2k $36k 0% Mar 2026
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Steward Partners Investment Advisory 1.2k $36k -23% Mar 2026
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Rialto Wealth Management 1.1k $34k 0% Dec 2025
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Cornerstone Planning Group 785.00 $25k 2% Mar 2026
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Capital Investment Advisory Services 711.00 $22k -17% Mar 2026
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Park National Corp 703.00 $22k 100% Mar 2026
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SageView Advisory Group 590.00 $19k 100% Dec 2025
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Triumph Capital Management 542.00 $17k 17% Mar 2026
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Chesapeake Asset Management 461.00 $14k 100% Mar 2026
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National Bank Of Canada /fi/ 450.00 $14k 0% Dec 2025
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Vermillion Wealth Management 445.00 $14k -2% Mar 2026
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Hickory Point Bank & Trust 326.00 $10k 100% Mar 2026
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Citigroup 300.00 $9.3k 100% Mar 2026
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Key Capital Management 285.00 $8.8k 9400% Mar 2026
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MGB Wealth Management 228.00 $7.2k -53% Dec 2025
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AE Wealth Management 226.00 $7.0k -79% Mar 2026
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Mcguire Capital Advisors 187.00 $5.9k 100% Dec 2025
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Ashton Thomas Private Wealth 171.00 $5.3k 100% Mar 2026
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Vision Financial Markets 152.00 $4.7k 1% Mar 2026
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Measured Wealth Private Client Group 146.00 $4.5k 0% Mar 2026
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SRS Capital Advisors 118.00 $3.6k -61% Mar 2026
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Transamerica Financial Advisors 93.00 $2.9k -52% Mar 2026
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Nalls Sherbakoff Group 73.00 $2.3k -97% Dec 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
Zacks Investment Management Dec 2025 164k $5.2M
Wealth Enhancement Advisory Services Dec 2025 87k $2.8M
Envestnet Portfolio Solutions Dec 2025 38k $1.2M
RFG Advisory Dec 2025 31k $988k
Jpmorgan Chase & Co Sep 2025 24k $797k
Hrt Financial Dec 2025 13k $411k
Mma Asset Management Dec 2025 9.9k $314k
HF Advisory Group Dec 2025 7.5k $237k
Jane Street Dec 2025 7.2k $230k
Harvest Investment Services Sep 2025 6.7k $222k
Prospera Financial Services Dec 2025 6.6k $210k
Parallel Advisors Dec 2025 2.8k $88k
Vermillion & White Wealth Management Group Dec 2025 841.00 $27k
Flagship Harbor Advisors Dec 2025 693.00 $22k
Advisory Services Network Sep 2025 547.00 $18k
Trust Dec 2025 500.00 $16k
FMR Sep 2025 358.00 $12k
Hilltop National Bank Dec 2025 175.00 $5.5k