Pensionmark Financial Group »

SPDR Wells Fargo Prfd Stk ETF shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $798k 24k 33.52
2023-09-30 $773k 24k 32.46
2023-06-30 $797k 24k 33.47
2023-03-31 $808k 24k 33.96
2022-12-31 $781k 24k 32.82
2022-09-30 $830k 24k 34.87
2022-06-30 $922k 24k 38.73
2022-03-31 $929k 24k 39.03
2021-12-31 $934k 24k 39.24
2021-09-30 $1.0M 24k 43.48
2021-06-30 $1.1M 24k 44.23
2021-03-31 $1.0M 24k 42.93
2020-12-31 $1.1M 25k 43.06
2020-09-30 $1.1M 25k 43.46
2020-06-30 $1.1M 25k 43.34
2020-03-31 $971k 25k 39.18
2019-12-31 $1.1M 25k 44.03
2019-09-30 $1.1M 25k 44.15
2019-06-30 $1.1M 25k 43.91
2019-03-31 $1.1M 25k 42.70
2018-12-31 $980k 25k 39.55