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
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