Wealthcare Advisory Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

Top funds holding SPDR Wells Fargo Prfd Stk ETF

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

View all funds holding SPDR Wells Fargo Prfd Stk ETF