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Home > Institutional Investor > Spectrum Asset Management, Inc. > Profile

Instuitional Investor - Spectrum Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Spectrum Asset Management, Inc.
Portfolio Value $69,629,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - PFD ETF
 4,953,026 $53,690,814 77.11%
2.
Invesco Exch Traded Fd Tr Ii
 445,782 $10,837,005 15.56%
3.
Wells Fargo & Company
 WFC 3,437 $3,976,609 5.71%
4.
Bank Of America Corp
 BAC 897 $1,125,287 1.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.