Atlas Private Wealth Advisors »

SPDR Wells Fargo Prfd Stk ETF shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in SPDR Wells Fargo Prfd Stk ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Wells Fargo Prfd Stk ETF held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 447k 35.66
2024-06-30 $4.9M 144k 33.93
2024-03-31 $2.4M 70k 34.87
2023-12-31 $7.3M 219k 33.52

More positions owned by Atlas Private Wealth Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Nas100 Eq Weighted SHS (QQEW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T Large Cap Value (PWV)

View all positions for Atlas Private Wealth Advisors

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Bank of New York Mellon
State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
Putnam Fl Investment Management
Morgan Stanley
Envestnet Asset Management
Atlas Private Wealth Advisors
Park Avenue Securities
Tradewinds Capital Management
Lido Advisors
Financial Counselors
Barry Investment Advisors
CFG Asset Management

View all funds holding SPDR Wells Fargo Prfd Stk ETF