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SPDR Wells Fargo Prfd Stk ETF shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $508k 15k 33.52
2023-09-30 $481k 15k 32.46
2023-06-30 $488k 15k 33.47
2023-03-31 $487k 14k 33.96
2022-12-31 $466k 14k 32.82
2022-09-30 $485k 14k 34.89

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding SPDR Wells Fargo Prfd Stk ETF

State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Royal Bank of Canada
Putnam Fl Investment Management
Mariner Wealth Advisors
Financial Counselors
Park Avenue Securities
Barry Investment Advisors
Bank of America Corporation
Lido Advisors
UBS Group
Hanson McClain Advisors
Charles Schwab Investment Advisory
Branch Banking & Trust Company
Long Run Wealth Advisors

View all funds holding SPDR Wells Fargo Prfd Stk ETF