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SPDR Wells Fargo Prfd Stk ETF shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 146 33.07
2022-06-30 $461k 13k 35.83
2022-03-31 $830k 21k 39.02
2021-12-31 $1.2M 28k 42.91
2021-09-30 $1.5M 34k 43.46
2021-06-30 $3.6M 81k 44.23
2021-03-31 $3.3M 76k 43.43
2020-12-31 $3.1M 71k 44.41
2020-09-30 $2.6M 59k 43.48
2020-06-30 $2.2M 54k 41.85
2020-03-31 $1.9M 48k 39.19
2019-12-31 $2.4M 54k 44.00
2019-09-30 $1.9M 43k 44.15
2019-06-30 $1.0M 23k 43.22

More positions owned by Measured Wealth Private Client Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

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