Plan Group Financial »

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

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $336k 11k 30.53

More positions owned by Plan Group Financial

Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
JPMorgan Chase & Co. (JPM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Morgan Stanley
Royal Bank of Canada
Bank of New York Mellon
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
Envestnet Asset Management
Raymond James Financial
LPL Financial
Sage Advisory Services
Lido Advisors
UBS Group
Bank of America Corporation
United Asset Strategies
Park Avenue Securities

View all funds holding SPDR Wells Fargo Prfd Stk ETF