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SPDR Wells Fargo Prfd Stk ETF shares owned by United Asset Strategies

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

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $946k 28k 33.52
2023-09-30 $944k 29k 32.46
2023-06-30 $977k 29k 33.47
2023-03-31 $996k 29k 33.96
2022-12-31 $972k 30k 32.82
2022-09-30 $1.1M 32k 34.86
2022-06-30 $3.8M 106k 35.85

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Meta Platforms Cl A (META)
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JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Merck & Co (MRK)
Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Charles Schwab Corporation (SCHW)

View all positions for United Asset Strategies

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Bank of New York Mellon
Royal Bank of Canada
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
UBS Group
Envestnet Asset Management
Park Avenue Securities
LPL Financial
Sage Advisory Services
Raymond James Financial
Lido Advisors
Long Run Wealth Advisors
Checchi Capital Advisers
Branch Banking & Trust Company

View all funds holding SPDR Wells Fargo Prfd Stk ETF