HBK Sorce Advisory »

SPDR Wells Fargo Prfd Stk ETF shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory 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 HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-03-31 $841k 17k 50.96
2022-12-31 $542k 17k 32.84
2022-09-30 $288k 8.3k 34.90
2022-06-30 $307k 8.6k 35.90
2022-03-31 $334k 8.6k 39.06
2021-12-31 $367k 8.6k 42.91
2021-09-30 $372k 8.6k 43.50
2021-06-30 $378k 8.6k 44.20
2021-03-31 $371k 8.6k 43.38
2020-12-31 $380k 8.6k 44.43
2020-09-30 $287k 6.6k 43.54
2020-06-30 $276k 6.6k 41.87
2020-03-31 $260k 6.6k 39.14
2019-12-31 $292k 6.6k 43.96
2019-09-30 $295k 6.7k 44.17
2019-06-30 $293k 6.8k 43.23
2019-03-31 $273k 6.4k 42.64
2018-12-31 $255k 6.4k 39.63
2018-09-30 $274k 6.4k 42.58
2018-06-30 $280k 6.4k 43.51
2018-03-31 $280k 6.4k 43.51
2017-12-31 $283k 6.4k 43.98
2017-09-30 $288k 6.4k 44.76
2017-06-30 $289k 6.4k 44.91
2017-03-31 $283k 6.4k 43.98
2016-12-31 $275k 6.6k 41.89
2016-09-30 $299k 6.6k 45.54
2016-06-30 $253k 5.5k 46.08
2016-03-31 $247k 5.5k 44.99
2015-12-31 $254k 5.7k 44.64
2015-09-30 $255k 5.8k 43.81
2015-06-30 $263k 6.1k 43.47
2015-03-31 $267k 5.9k 44.95
2014-12-31 $269k 6.1k 43.81
2014-09-30 $339k 7.4k 45.60
2014-06-30 $362k 8.3k 43.69
2014-03-31 $389k 9.2k 42.40
2013-12-31 $407k 10k 39.46
2013-09-30 $625k 15k 40.85
2013-06-30 $730k 17k 43.47

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

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