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SPDR Wells Fargo Prfd Stk ETF shares owned by McAdam

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

Historical chart of McAdam investment in SPDR Wells Fargo Prfd Stk ETF

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All positions including SPDR Wells Fargo Prfd Stk ETF held by McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 17k 33.07
2025-06-30 $639k 20k 31.76
2025-03-31 $713k 22k 32.39
2024-12-31 $1.1M 32k 32.99
2024-09-30 $1.3M 35k 35.66
2024-06-30 $1.2M 36k 33.93
2024-03-31 $1.2M 34k 34.87
2023-12-31 $1.2M 35k 33.52
2023-09-30 $1.3M 42k 32.46
2023-06-30 $1.3M 38k 33.47
2023-03-31 $1.5M 44k 33.96
2022-12-31 $345k 8.0k 42.93
2022-09-30 $866k 25k 34.85
2022-06-30 $854k 24k 35.86
2022-03-31 $1.4M 36k 39.02
2021-12-31 $345k 8.0k 42.93
2021-09-30 $269k 6.2k 43.39
2021-06-30 $269k 6.2k 43.67
2021-03-31 $288k 6.6k 43.45
2020-12-31 $254k 5.9k 42.88
2020-09-30 $304k 7.0k 43.51
2020-06-30 $293k 7.0k 41.85
2018-09-30 $65k 1.6k 41.91

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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