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SPDR Wells Fargo Prfd Stk ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $870k 28k 30.84
2024-06-30 $920k 31k 29.46

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View all positions for Strategic Financial Concepts

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
Raymond James Financial
Envestnet Asset Management
LPL Financial
Sage Advisory Services
Lido Advisors
Bank of America Corporation
UBS Group
Long Run Wealth Advisors
Cetera Investment Advisers

View all funds holding SPDR Wells Fargo Prfd Stk ETF