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SPDR Wells Fargo Prfd Stk ETF shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $78k 2.3k 33.53
2023-09-30 $66k 2.0k 32.46
2023-06-30 $68k 2.0k 33.47
2023-03-31 $69k 2.0k 33.96
2022-12-31 $66k 2.0k 32.64
2022-09-30 $70k 2.0k 34.62
2022-06-30 $80k 2.2k 35.68

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Bank of New York Mellon
Royal Bank of Canada
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
Envestnet Asset Management
Park Avenue Securities
LPL Financial
Sage Advisory Services
Raymond James Financial
Lido Advisors
UBS Group
Branch Banking & Trust Company
Long Run Wealth Advisors
D. J. St. Germain

View all funds holding SPDR Wells Fargo Prfd Stk ETF