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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

153 managers (154 13F filers) reported a position in PSK shares at 2026-06-30, 12,572,591 shares in all. 15 filers opened a position and 22 filers sold out during the quarter.

Managers
153
13F filers
154
New
15
Added
54
Reduced
51
Sold out
22
Shares held by filers
12,572,591

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,430,073$43.7M0.01%+51,29613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,120,402$34.2M<0.01%+54,89713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA997,077$30.4M0.01%+104,15613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp803,593$24.5M<0.01%-49,42713F-HRTimelineGroup
State of Wisconsin - Board of Commissio…780,643$23.8M15.6%013F-HRTimeline
CNO Financial Group, Inc.700,000$21.4M12.24%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC624,490$19.1M<0.01%+22,97613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,914$13.2M<0.01%+35,09513F-HRTimelineGroup
LPL Financial LLC416,658$12.7M<0.01%-27,79913F-HRTimeline
Sage Advisory Services, Ltd.Co.372,859$11.4M5.6%+27,36213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC266,836$8.15M0.03%-3,38913F-HRTimelineGroup
UBS Group AGin group UBS Group AG265,320$8.1M<0.01%+8,59713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,022$7.85M<0.01%-2,41613F-HRTimelineGroup
United Asset Strategies, Inc.250,574$7.65M0.54%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC181,522$5.54M0.03%-31,65613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP176,067$5.38M0.01%+3,68413F-HRTimelineGroup
Checchi Capital Advisers, LLC174,253$5.32M0.34%-57413F-HRTimeline
Twelve Points Wealth Management LLC164,235$5.01M1%+30,72413F-HRTimeline
Cetera Investment Advisers141,343$4.32M<0.01%-73,41513F-HRTimeline
Crews Bank & Trust138,140$4.22M0.55%+9013F-HRTimeline
Sound Income Strategies, LLC134,336$4.1M0.18%-2,56313F-HRTimeline
&PARTNERS131,391$4.01M0.02%+1,21013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…122,711$3.75M0.08%+61,28613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…116,605$3.56M<0.01%+3,70413F-HRTimelineGroup
Rosenberg Matthew Hamilton114,610$3.5M0.65%+12,30513F-HRTimeline
Allworth Financial LP111,472$3.4M0.01%-8,46313F-HRTimeline
Midwest Trust Co110,380$3.37M0.04%-54813F-HRTimeline
Shulman DeMeo Asset Management LLC105,421$3.22M0.6%-35513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co93,171$2.84M<0.01%-5,10413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,975$2.64M<0.01%+77313F-HRTimeline
Investors Research Corp84,470$2.58M0.46%-4,37213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC79,494$2.43M<0.01%-82813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC78,175$2.39M0.09%-2,25013F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC67,137$2.05M0.18%+11,30713F-HRTimelineGroup
Aspetuck Financial Management LLC55,905$1.71M1%-6013F-HRTimeline
Orion Porfolio Solutions, LLC53,187$1.62M0.01%-38713F-HRTimeline
Crestwood Advisors Group, LLC50,729$1.55M0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\48,275$1.47M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,155$1.47M<0.01%+11,09113F-HRTimelineGroup
FDx Advisors, Inc.45,286$1.38M0.42%-6,70513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,396$1.36M<0.01%-91413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,597$1.27M<0.01%+1,50313F-HRTimelineGroup
Wealthspire Retirement, LLC41,389$1.26M0.07%+93613F-HRTimeline
Private Advisor Group, LLC38,473$1.17M0.01%-8,73113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,743$1.15M0.02%-2,52013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,789$1.12M<0.01%-2,71813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,515$1.11M+624Timeline
Financial Insights, Inc.34,845$1.06M0.28%+2,75013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV33,027$1.01M0.79%-4,94313F-HRTimeline
Provenance Wealth Advisors, LLC31,535$963K0.09%013F-HRTimeline
Strategic Financial Concepts, LLC28,368$866K0.26%+15813F-HRTimeline
Breachway Investments LLC27,975$854K1.29%+4,23413F-HRTimeline
Foundations Investment Advisors, LLC27,962$854K0.01%+20,30713F-HRTimeline
XML Financial, LLC26,939$822K0.06%-4513F-HRTimeline
Walser Wealth Management Company, A Ltd…26,493$809K0.34%new13F-HRTimeline
NewEdge Advisors, LLC26,441$807K<0.01%+65113F-HRTimeline
Cambridge Investment Research Advisors,…24,718$755K<0.01%+1,93113F-HR/ATimeline
Betterment LLC23,647$722K<0.01%-1,13713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC22,593$690K0.04%-2,91913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,916$669K0.04%013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/20,731$633K0.39%+20713F-HRTimeline
MML INVESTORS SERVICES, LLC18,751$572K<0.01%+1,82713F-HRTimeline
Pure Financial Advisors, LLC17,376$530K0.01%-6,29313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC16,669$509K0.07%-2,13713F-HRTimeline
Atlas Private Wealth Advisors15,532$474K0.1%-8,07213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,983$457K<0.01%+45013F-HRTimelineGroup
Camarda Financial Advisors, LLC14,704$449K0.14%+1,08313F-HRTimeline
CGN Advisors LLC14,469$442K0.03%-1,90213F-HRTimeline
Hilton Capital Management, LLC13,860$423K0.03%new13F-HRTimeline
Sequent Planning LLC13,848$423K0.09%+1,61013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,842$391K<0.01%+4,42713F-HRTimelineGroup
Inscription Capital, LLC12,595$385K0.03%-46813F-HRTimeline
Wedmont Private Capital12,604$383K0.01%+21813F-HRTimeline
Mariner, LLCin group Mariner, LLC12,535$383K<0.01%-9,67313F-HRTimelineGroup
WealthPoint Financial, LLC12,504$382K0.28%+2,03213F-HRTimeline
GREENLEAF TRUST12,044$368K<0.01%-16,71213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.11,895$363K0.13%-46413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,794$360K0.04%+2713F-HRTimeline
PRIVATE TRUST CO NA11,448$350K0.03%013F-HRTimeline
Artemis Wealth Advisors, LLC11,041$337K0.04%+17613F-HR/ATimeline
Plan Group Financial, LLC10,996$336K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,993$336K<0.01%new13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$305K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,404$287K<0.01%+51313F-HRTimelineGroup
Gotham Asset Management, LLC9,177$280K<0.01%+1,44513F-HRTimeline
TD Capital Management LLC9,159$280K0.02%+1813F-HRTimeline
Creative Planningin group Creative Planning8,664$265K<0.01%+9413F-HRTimelineGroup
Bath Savings Trust Co8,422$257K0.03%-11,54013F-HRTimeline
FORM Wealth Advisors, LLC8,319$254K0.03%+14313F-HRTimeline
Wayfinding Financial, LLC8,211$250K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,166$249K<0.01%-61,96113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,136$248K<0.01%+12613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$247K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,918$242K<0.01%+813F-HRTimelineGroup
Sharper & Granite LLC7,310$223K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,280$222K<0.01%+56313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO6,975$213K<0.01%-1,13013F-HRTimeline
Farther Finance Advisors, LLC6,074$185K<0.01%+1,00213F-HRTimeline
Geneos Wealth Management Inc.5,660$173K<0.01%-1313F-HRTimeline
Euro Pacific Asset Management, LLC19,030$154K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC4,710$144K0.03%-44513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,159$127K0.01%+2113F-HRTimeline
Medallion Wealth Advisors, LLC3,735$114K0.04%-1,63013F-HRTimeline
Napier Financial, LLC2,780$84.9K0.02%013F-HRTimeline
IFP Advisors, Inc2,766$84.4K<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.2,077$63.4K<0.01%-50913F-HRTimeline
AlphaCore Capital LLC2,007$61.3K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC2,000$61.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,754$53.5K<0.01%+7613F-HRTimeline
SRH ADVISORS, LLC1,620$49.5K0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,574$48.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,393$42.5K0.02%-19213F-HRTimeline
CoreCap Advisors, LLC1,299$39.7K<0.01%013F-HRTimeline
CITY HOLDING CO1,161$35.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,152$35.2K<0.01%013F-HRTimeline
Key Financial Inc1,142$34.9K0.01%-14913F-HRTimeline
Rialto Wealth Management, LLC1,087$33.2K0.01%013F-HRTimeline
JDM Financial Group LLC1,065$32.5K0.01%-28513F-HRTimeline
Topsail Wealth Management, LLC858$26.2K<0.01%-30013F-HRTimeline
Cornerstone Planning Group LLC798$24.2K<0.01%+1313F-HRTimeline
HARBOUR INVESTMENTS, INC.787$24K<0.01%new13F-HRTimeline
Triumph Capital Management642$19.6K<0.01%+10013F-HRTimeline
Sunrise Financial Services, LLC584$17.8K0.01%new13F-HRTimeline
Arax Advisory Partners565$17.2K<0.01%+44713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$13.7K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC438$13.3K<0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/388$11.8K<0.01%-31513F-HRTimeline
Vermillion Wealth Management, Inc.379$11.6K<0.01%-6613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.16K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…258$7.88K<0.01%-45313F-HRTimeline
AE Wealth Management LLC226$6.91K<0.01%013F-HRTimeline
VIMA LLC178$5.43K0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC171$5.22K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC155$4.71K<0.01%+313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC150$4.59K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…146$4.46K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp124$3.79K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.117$3.57K<0.01%+9313F-HRTimeline
FMR LLCin group FMR LLC110$3.36K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC100$3.05K<0.01%013F-HRTimeline
Front Row Advisors LLC101$3.01K<0.01%013F-HRTimeline
Key Capital Management, INC92$2.81K<0.01%-19313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…89$2.73K<0.01%-413F-HRTimelineGroup
SYM FINANCIAL Corp89$2.72K<0.01%new13F-HRTimeline
Highland Investment Advisors LLC85$2.6K<0.01%13F-HRTimeline
Costello Asset Management, INC84$2.57K<0.01%+113F-HRTimeline
Nalls Sherbakoff Group, LLC73$2.23K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.71K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.13$397<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC13$396<0.01%new13F-HRTimeline
True Wealth Design, LLC3$92<0.01%new13F-HRTimeline
Westfuller Advisors, LLC1$29<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$22<0.01%013F-HRTimeline