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SPDR Wells Fargo Prfd Stk ETF shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8k 200 33.92
2023-09-30 $6.2k 200 31.16
2023-06-30 $50k 1.5k 33.47
2023-03-31 $49k 1.5k 32.85
2022-12-31 $49k 1.5k 32.81
2022-09-30 $7.0k 200 35.00
2022-06-30 $7.0k 200 35.00
2022-03-31 $7.0k 200 35.00
2021-12-31 $9.0k 200 45.00
2021-09-30 $190k 4.4k 43.49
2021-06-30 $195k 4.4k 44.29
2021-03-31 $189k 4.4k 43.33
2020-12-31 $177k 4.0k 44.47
2020-09-30 $9.0k 200 45.00
2020-06-30 $8.0k 200 40.00
2020-03-31 $8.0k 200 40.00
2019-12-31 $10k 217 46.08
2019-09-30 $10k 217 46.08
2019-06-30 $9.0k 217 41.47
2019-03-31 $9.0k 217 41.47
2018-12-31 $10k 259 38.61
2018-09-30 $24k 569 42.18
2018-06-30 $31k 719 43.12
2018-03-31 $31k 719 43.12
2017-12-31 $35k 802 43.64
2017-09-30 $20k 450 44.44
2017-06-30 $25k 550 45.45
2017-03-31 $24k 550 43.64
2016-12-31 $24k 550 43.64

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Global Retirement Partners

Top funds holding SPDR Wells Fargo Prfd Stk ETF

State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Financial Counselors
Royal Bank of Canada
Putnam Fl Investment Management
Mariner Wealth Advisors
Park Avenue Securities
Barry Investment Advisors
Bank of America Corporation
Lido Advisors
UBS Group
Atlas Private Wealth Advisors
Hanson McClain Advisors
Charles Schwab Investment Advisory
Branch Banking & Trust Company

View all funds holding SPDR Wells Fargo Prfd Stk ETF