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SPDR Wells Fargo Prfd Stk ETF shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 50k 35.66
2024-06-30 $1.6M 47k 33.93
2024-03-31 $1.7M 50k 34.87
2023-12-31 $1.9M 56k 33.52
2023-09-30 $2.2M 68k 32.46
2023-06-30 $2.3M 70k 33.47
2023-03-31 $2.3M 69k 33.96
2022-12-31 $2.9M 88k 32.82
2022-09-30 $2.9M 82k 34.86
2022-06-30 $3.5M 98k 35.85
2022-03-31 $3.2M 81k 39.01
2021-12-31 $1.3M 31k 42.90
2021-09-30 $1.2M 27k 43.45
2021-06-30 $1.2M 28k 44.21
2021-03-31 $1.0M 24k 43.43
2020-12-31 $1.2M 26k 44.40
2020-09-30 $1.2M 27k 43.47
2020-06-30 $1.2M 28k 41.86
2020-03-31 $1.0M 26k 39.20
2019-12-31 $71k 1.6k 44.04

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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