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SPDR Wells Fargo Prfd Stk ETF shares owned by Rosenberg Matthew Hamilton

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

Historical chart of Rosenberg Matthew Hamilton investment in SPDR Wells Fargo Prfd Stk ETF

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All positions including SPDR Wells Fargo Prfd Stk ETF held by Rosenberg Matthew Hamilton 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 Rosenberg Matthew Hamilton

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 52k 35.66
2024-06-30 $1.6M 47k 33.58
2024-03-31 $1.5M 44k 34.74
2023-12-31 $1.4M 41k 33.52
2023-09-30 $1.4M 42k 32.46
2023-06-30 $1.5M 44k 33.47
2023-03-31 $1.7M 49k 33.96
2022-12-31 $1.6M 48k 32.82
2022-09-30 $1.6M 46k 34.87
2022-06-30 $1.5M 40k 36.08
2022-03-31 $1.8M 46k 39.01
2021-12-31 $1.9M 44k 42.91
2021-09-30 $2.2M 50k 43.47
2021-06-30 $1.8M 40k 44.22
2021-03-31 $1.6M 36k 43.43
2020-12-31 $1.3M 30k 44.42
2020-09-30 $507k 12k 43.46
2020-06-30 $282k 6.7k 41.84

More positions owned by Rosenberg Matthew Hamilton

Vanguard Total Stk Mkt Etf (VTI)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Intermediate-term Bond Etf (BIV)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab International Equity Etf Etf (SCHF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard High Dividend Yield Etf (VYM)
Schwab U.s. Broad Market Etf Etf (SCHB)

View all positions for Rosenberg Matthew Hamilton

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Bank of New York Mellon
State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
Putnam Fl Investment Management
Morgan Stanley
Envestnet Asset Management
Atlas Private Wealth Advisors
Park Avenue Securities
Tradewinds Capital Management
Lido Advisors
Financial Counselors
Barry Investment Advisors
CFG Asset Management

View all funds holding SPDR Wells Fargo Prfd Stk ETF