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NYSEARCA:PSKSPDR Wells Fargo Preferred Stock ETF Institutional Ownership

$42.10
+0.20 (+0.48 %)
(As of 05/27/2020 04:00 PM ET)
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Today's Range
$41.87
Now: $42.10
$42.19
50-Day Range
$38.38
MA: $41.45
$42.06
52-Week Range
$28.83
Now: $42.10
$44.71
Volume171,500 shs
Average Volume335,004 shs
Market Capitalization$1.14 billion
P/E RatioN/A
Dividend Yield5.57%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for SPDR Wells Fargo Preferred Stock ETF (NYSEARCA:PSK)

 

Institutional Buying and Selling by Quarter


SPDR Wells Fargo Preferred Stock ETF (NYSEARCA PSK) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/26/2020Morgan Stanley411,316$16.12M0.0%-32.3%1.523%
5/22/2020Patton Albertson Miller Group LLC8,225$0.32M0.1%+3.7%0.031%
5/21/2020HighTower Advisors LLC5,865$0.23M0.0%+16.2%0.022%
5/18/2020EP Wealth Advisors LLC10,759$0.42M0.0%+14.8%0.040%
5/18/2020Townsquare Capital LLC100,790$4.19M0.3%+7.1%0.376%
5/18/2020Advisor Group Holdings Inc.55,161$2.16M0.0%N/A0.206%
5/15/2020Northern Oak Wealth Management Inc.56,200$2.20M0.4%-2.9%0.210%
5/15/2020Jane Street Group LLC41,369$1.62M0.0%N/A0.154%
5/15/2020Morgan Stanley411,316$16.12M0.0%-32.3%1.561%
5/15/2020CBIZ Investment Advisory Services LLC10,117$0.40M0.1%+50.5%0.038%
5/14/2020Wells Fargo & Company MN235,237$9.22M0.0%-29.4%0.893%
5/14/2020MML Investors Services LLC9,374$0.37M0.0%-15.3%0.036%
5/13/2020Redwood Investment Management LLC121,122$4.75M3.0%-4.0%0.461%
5/13/2020Vickerman & Driscoll Financial Advisors Inc.126,722$4.97M3.0%+14.6%0.482%
5/13/2020Roosevelt Investment Group Inc.12,162$0.48M0.1%-7.6%0.046%
5/13/2020Lido Advisors LLC28,540$1.12M0.1%+7.2%0.109%
5/12/2020Elmwood Wealth Management Inc.5,930$0.26M0.2%N/A0.023%
5/12/2020Private Advisor Group LLC22,426$0.88M0.0%-1.7%0.085%
5/12/2020Pacitti Group Inc.2,635$0.10M0.1%+36.2%0.010%
5/12/2020Eqis Capital Management Inc.12,073$0.54M0.0%N/A0.046%
5/12/2020Citigroup Inc.9,875$0.39M0.0%-12.4%0.038%
5/12/2020Wealthsource Partners LLC24,614$0.97M0.2%N/A0.094%
5/11/2020Commonwealth Equity Services LLC20,424$0.80M0.0%+8.8%0.078%
5/11/2020Blair William & Co. IL850$33K0.0%+325.0%0.003%
5/8/2020Northwestern Mutual Wealth Management Co.1,271$50K0.0%N/A0.005%
5/8/2020PNC Financial Services Group Inc.9,883$0.39M0.0%-38.3%0.038%
5/8/2020Cambridge Investment Research Advisors Inc.31,756$1.25M0.0%+3.9%0.121%
5/8/2020XML Financial LLC20,088$0.79M0.3%+80.9%0.076%
5/7/2020AE Wealth Management LLC32,502$1.27M0.0%-13.2%0.124%
5/5/2020Fifth Third Bancorp2,306$90K0.0%+20.4%0.009%
5/5/2020Matthew Goff Investment Advisor LLC6,142$0.24M0.1%-4.1%0.023%
5/5/2020AlphaStar Capital Management LLC96,798$3.98M0.9%-10.4%0.369%
5/5/2020Investors Research Corp18,906$0.74M0.5%+144.8%0.072%
5/1/2020Chatham Capital Group Inc.23,160$0.91M0.3%+1.8%0.089%
5/1/2020Noven Financial Group Inc.26,174$1.03M0.8%-5.4%0.100%
5/1/2020UBS Group AG306,621$12.02M0.0%+18.8%1.173%
4/30/2020Avantax Advisory Services Inc.5,791$0.23M0.0%N/A0.022%
4/30/2020Sage Advisory Services Ltd.Co.89,138$3.50M1.3%N/A0.341%
4/29/2020Wealthcare Advisory Partners LLC25,590$1M0.1%+1,487.5%0.097%
4/28/2020Calamos Advisors LLC6,925$0.27M0.0%+7.8%0.026%
4/28/2020KCS Wealth Advisory24,828$0.97M1.0%-22.6%0.094%
4/28/2020CWM LLC5,535$0.22M0.0%-98.6%0.021%
4/28/2020Baltimore Washington Financial Advisors Inc.28,226$1.11M0.2%+24.9%0.107%
4/28/2020American Research & Management Co.14,650$0.57M0.2%-27.1%0.056%
4/27/2020Woodard & Co. Asset Management Group Inc. ADV11,346$0.45M0.3%N/A0.043%
4/24/2020Synovus Financial Corp77,079$3.02M0.0%+100.0%0.298%
4/24/2020MUFG Americas Holdings Corp5,255$0.21M0.0%N/A0.020%
4/23/2020SignalPoint Asset Management LLC9,290$0.36M0.2%+11.6%0.036%
4/23/2020Envestnet Asset Management Inc.206,928$8.11M0.0%-31.4%0.799%
4/22/2020Stonehearth Capital Management LLC43,077$1.69M1.4%+11.0%0.169%
4/22/2020Squar Milner Financial Services LLC2,652$0.10M0.1%+27.1%0.010%
4/22/2020Tompkins Financial Corp16,331$0.64M0.1%+2.5%0.064%
4/22/2020Measured Wealth Private Client Group LLC47,897$1.88M1.5%-11.4%0.188%
4/21/2020Raymond James & Associates73,225$2.87M0.0%+375.1%0.288%
4/21/2020Raymond James Financial Services Advisors Inc.20,757$0.81M0.0%+3.6%0.082%
4/21/2020Optimum Investment Advisors14,550$0.57M0.2%-8.8%0.058%
4/20/2020Strategic Wealth Designers15,959$0.63M1.0%+5.1%0.064%
4/17/2020Dfpg Investments LLC22,338$0.92M0.7%-8.7%0.090%
4/16/2020Mechanics Bank Trust Department129,355$5.07M1.2%+19.7%0.528%
4/15/2020Patriot Financial Group Insurance Agency LLC1,273$50K0.0%-24.6%0.005%
4/10/2020Shulman DeMeo Asset Management LLC138,898$5.44M2.5%+3.3%0.562%
4/9/2020Charles Schwab Trust Co78,680$3.08M1.3%N/A0.319%
4/9/2020Ritholtz Wealth Management7,795$0.31M0.0%-16.6%0.032%
4/8/2020Buffington Mohr McNeal48,630$1.91M0.6%+39.4%0.196%
4/7/2020Gradient Investments LLC678$27K0.0%-95.4%0.003%
3/3/2020RMR Wealth Builders858$38K0.0%N/A0.003%
2/27/2020Verus Capital Partners LLC750$33K0.0%N/A0.003%
2/27/2020Institute for Wealth Management LLC.2,085$92K0.0%N/A0.008%
2/26/2020Sunbelt Securities Inc.1,092$12.02M0.1%N/A0.004%
2/17/2020Ladenburg Thalmann Financial Services Inc.51,170$2.25M0.0%+91.2%0.191%
2/14/2020Bluefin Trading LLC54,914$2.42M0.2%+221.5%0.205%
2/14/2020Bank of America Corp DE232,490$10.23M0.0%-1.6%0.872%
2/14/2020Goldman Sachs Group Inc.64,346$2.83M0.0%+9.1%0.241%
2/14/2020Guggenheim Capital LLC21,206$0.93M0.0%-16.8%0.079%
2/14/2020UBS Group AG258,170$11.36M0.0%+15.4%0.969%
2/13/2020Charles Schwab Investment Advisory Inc.1,194,641$52.58M0.1%-4.5%4.483%
2/13/2020Pacitti Group Inc.1,935$85K0.1%-21.2%0.007%
2/13/2020Stifel Financial Corp9,748$0.43M0.0%+106.0%0.037%
2/13/2020PSI Advisors LLC17,060$0.75M0.5%N/A0.064%
2/13/2020Renaissance Technologies LLC13,220$0.58M0.0%-61.7%0.050%
2/12/2020Roosevelt Investment Group Inc.13,162$0.58M0.1%+6.9%0.049%
2/12/2020Raymond James & Associates15,412$0.68M0.0%+5.4%0.058%
2/12/2020Raymond James Financial Services Advisors Inc.20,030$0.88M0.0%+38.0%0.075%
2/12/2020Citigroup Inc.11,275$0.50M0.0%-12.3%0.042%
2/12/2020Windsor Capital Management LLC61,184$2.69M1.1%+16.5%0.230%
2/12/2020CBIZ Investment Advisory Services LLC6,722$0.30M0.0%N/A0.025%
2/11/2020Envestnet Asset Management Inc.301,676$13.28M0.0%+5.5%1.138%
2/11/2020AlphaStar Capital Management LLC108,010$4.75M1.0%-3.7%0.408%
2/10/2020Vickerman & Driscoll Financial Advisors Inc.110,586$4.87M2.5%+926.1%0.417%
2/10/2020Great Valley Advisor Group Inc.63,829$2.81M0.6%+0.5%0.241%
2/10/2020Private Advisor Group LLC22,823$1M0.0%+2.4%0.086%
2/7/2020FMR LLC1,122$49K0.0%+48.6%0.004%
2/7/2020Financial Insights Inc.11,269$0.50M0.4%+46.2%0.043%
2/7/2020SNS Financial Group LLC23,368$1.03M0.2%-1.5%0.088%
2/7/2020Lido Advisors LLC26,631$1.17M0.1%+5.5%0.100%
2/7/2020PNC Financial Services Group Inc.16,022$0.71M0.0%-15.0%0.060%
2/6/2020Synovus Financial Corp38,544$1.70M0.0%+5.1%0.146%
2/6/2020Signature Estate & Investment Advisors LLC51,675$2.27M0.1%N/A0.195%
2/6/2020Patton Albertson Miller Group LLC7,930$0.35M0.1%N/A0.030%
2/5/2020Samalin Investment Counsel LLC700$30K0.0%N/A0.003%
(Data available from 1/1/2016 forward)
This page was last updated on 5/28/2020 by MarketBeat.com Staff

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