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SPDR Wells Fargo Prfd Stk ETF shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.5k 299 28.34

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Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
Envestnet Asset Management
Raymond James Financial
LPL Financial
Sage Advisory Services
Lido Advisors
UBS Group
Bank of America Corporation
United Asset Strategies
Branch Banking & Trust Company
Checchi Capital Advisers

View all funds holding SPDR Wells Fargo Prfd Stk ETF