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SPDR Wells Fargo Prfd Stk ETF shares owned by Crestwood Advisors

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

Historical chart of Crestwood 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $630k 19k 33.07
2025-06-30 $624k 20k 31.76
2025-03-31 $739k 23k 32.39
2024-12-31 $753k 23k 32.99
2024-09-30 $814k 23k 35.66
2024-06-30 $760k 22k 33.93
2024-03-31 $478k 14k 34.87
2023-12-31 $459k 14k 33.52
2023-09-30 $477k 15k 32.46

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View all positions for Crestwood Advisors

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Morgan Stanley
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

View all funds holding SPDR Wells Fargo Prfd Stk ETF