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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

183 managers (184 13F filers) reported a position in PSK shares at 2024-12-31, 14,467,452 shares in all. 20 filers opened a position and 18 filers sold out during the quarter.

Managers
183
13F filers
184
New
20
Added
64
Reduced
53
Sold out
18
Shares held by filers
14,467,452

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,121,034$37M<0.01%+180,51413F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,046,739$34.5M0.01%-5,48013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN852,411$28.1M0.01%+33,22713F-HRTimelineGroup
State of Wisconsin - Board of Commissio…840,093$27.7M17.7%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA803,410$26.5M0.01%+27,22213F-HRTimelineGroup
LPL Financial LLC594,020$19.6M0.01%-9,02813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO573,747$18.9M0.35%+29,24313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding526,589$17.4M+10,831Timeline
Atlas Private Wealth Advisors461,256$15.2M2.16%+14,09013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC417,139$13.8M0.14%+49,04513F-HRTimelineGroup
Tradewinds Capital Management, LLC308,831$10.2M2.69%-23,43613F-HRTimeline
Crews Bank & Trust290,655$9.59M1.62%13F-HRTimeline
UBS Group AGin group UBS Group AG272,078$8.98M<0.01%+11,15113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/253,156$8.35M<0.01%+45,29613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233,536$7.7M0.35%+104,56013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,529$7.7M<0.01%13F-HR/ATimelineGroup
NewSquare Capital LLC228,226$7.53M0.6%+92513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC222,413$7.34M0.05%-6,82913F-HRTimelineGroup
Barry Investment Advisors, LLC206,421$6.81M2.19%-36,52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP205,103$6.77M0.01%-25,26713F-HRTimelineGroup
FINANCIAL COUNSELORS INC197,125$6.5M0.09%-17,90213F-HRTimeline
Sage Advisory Services, Ltd.Co.180,526$5.96M3.53%-14,35613F-HRTimeline
Allworth Financial LP163,119$5.49M0.03%-5,73213F-HRTimeline
Long Run Wealth Advisors, LLC164,574$5.43M1.3%+13,19813F-HRTimeline
Sound Income Strategies, LLC156,643$5.17M0.32%+6,68413F-HRTimeline
Shilanski & Associates, Inc.131,361$4.33M1.39%+5,22013F-HRTimeline
Twelve Points Wealth Management LLC123,527$4.08M1.17%+40,16713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.122,871$4.05M<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co122,402$4.04M<0.01%-7,77113F-HRTimelineGroup
Shulman DeMeo Asset Management LLC112,898$3.72M1.01%-3,47213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT112,742$3.72M0.03%new13F-HRTimeline
Cetera Investment Advisers102,777$3.39M0.01%+8,45713F-HRTimeline
Investors Research Corp94,480$3.12M0.68%-1,23613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV93,245$3.08M0.01%-26,99913F-HRTimeline
&PARTNERS86,937$2.95M0.04%+53,84013F-HRTimeline
Prospera Financial Services Inc89,035$2.94M0.07%+1,94513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…88,771$2.93M<0.01%-67813F-HRTimelineGroup
GeoWealth Management, LLC87,580$2.89M0.09%new13F-HRTimeline
Elevation Capital Advisory, LLC87,580$2.89M1.24%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC83,132$2.74M<0.01%+51713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,725$2.73M0.01%new13F-HR/ATimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…82,239$2.71M0.23%+72,30013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…70,764$2.33M0.08%+4,44113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,666$2.26M<0.01%+2,23513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,601$2.2M<0.01%+38,36013F-HRTimelineGroup
Nilsine Partners, LLC65,628$2.17M0.23%+7,27913F-HRTimeline
Orion Porfolio Solutions, LLC64,641$2.13M0.02%-1,04113F-HRTimeline
Orion Portfolio Solutions, LLC64,641$2.13M0.02%-1,04113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,991$2.11M<0.01%-13113F-HRTimelineGroup
Private Advisor Group, LLC61,297$2.02M0.01%+45313F-HRTimeline
Aspetuck Financial Management LLC58,010$1.91M1.49%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,332$1.89M<0.01%+26,11513F-HR/ATimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC54,571$1.8M0.2%+1,59913F-HRTimelineGroup
Rosenberg Matthew Hamilton53,365$1.76M0.46%+1,74213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,107$1.72M<0.01%+2,75513F-HRTimelineGroup
FDx Advisors, Inc.47,073$1.55M0.45%+6,41913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…47,000$1.55M0.01%+11,00013F-HRTimelineGroup
Wealthspire Retirement, LLC46,608$1.54M0.12%-1,61813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,255$1.39M<0.01%-5,48113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,172$1.36M0.04%-8,29813F-HRTimelineGroup
SK Wealth Management, LLC37,194$1.23M0.62%+4513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC35,781$1.18M0.08%new13F-HRTimeline
NewEdge Advisors, LLC34,315$1.13M0.01%+92513F-HRTimeline
Bath Savings Trust Co33,727$1.11M0.11%-60013F-HRTimeline
XML Financial, LLC32,641$1.08M0.1%+6,60213F-HRTimeline
McAdam, LLC32,365$1.07M0.06%-3,04313F-HRTimeline
Cambridge Investment Research Advisors,…32,269$1.06M<0.01%+2,17013F-HRTimeline
Provenance Wealth Advisors, LLC31,535$1.04M0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,364$1M<0.01%-3,89713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.28,227$931K0.41%-9713F-HRTimeline
World Investment Advisors27,763$916K0.03%+2,15713F-HRTimeline
Financial Insights, Inc.27,233$898K0.33%+1,16013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…26,327$869K0.09%+24313F-HRTimelineGroup
Betterment LLC23,849$787K<0.01%013F-HRTimeline
Diligent Investors, LLC23,441$773K0.18%-1013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV23,054$761K0.76%-35513F-HRTimeline
Crestwood Advisors Group, LLC22,821$753K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP20,622$680K0.01%-21,97713F-HRTimeline
MML INVESTORS SERVICES, LLC19,632$648K<0.01%+1,01313F-HRTimeline
GLOBALT Investments LLC / GA17,634$582K0.02%-35113F-HRTimeline
Steward Partners Investment Advisory, L…17,313$571K0.01%+15,72213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,080$563K<0.01%+6,84713F-HRTimelineGroup
Sharper & Granite LLC16,985$560K0.25%-70013F-HRTimeline
CGN Advisors LLC16,553$546K0.05%-82713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,448$543K0.01%-5,16613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,386$541K0.01%-30413F-HRTimelineGroup
Matrix Trust Co16,333$539K0.09%+14,43213F-HRTimeline
Euro Pacific Asset Management, LLC15,965$539K0.12%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/15,667$517K0.51%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,221$502K0.03%013F-HRTimelineGroup
Financial Advocates Investment Manageme…14,976$494K0.03%-38713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,576$481K<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC14,516$479K0.01%+1,14913F-HRTimeline
Hilton Capital Management, LLC14,010$462K0.04%+3,73513F-HRTimeline
PFG Investments, LLC13,830$456K0.03%+1,11513F-HRTimeline
Sequent Planning LLC13,729$453K0.17%-3,01513F-HRTimeline
PRIVATE TRUST CO NA13,269$438K0.04%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,613$383K0.11%+24013F-HRTimeline
Wedmont Private Capital11,392$372K0.02%+17813F-HRTimeline
Belpointe Asset Management LLC10,427$361K0.02%+12613F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,667$352K0.11%-20713F-HRTimeline
SVB WEALTH LLC10,585$349K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,269$339K<0.01%-25313F-HRTimelineGroup
D.A. DAVIDSON & CO.10,190$336K<0.01%new13F-HRTimeline
Artemis Wealth Advisors, LLC10,090$333K0.06%+20813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$330K0.05%13F-HRTimeline
COMERICA BANK9,501$313K<0.01%-1713F-HR/ATimeline
TD Capital Management LLC9,077$299K0.03%-1,47813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,070$299K<0.01%-9613F-HRTimelineGroup
Aureus Asset Management, LLC9,010$297K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC8,807$291K<0.01%-1,28013F-HRTimeline
HighTower Advisors, LLC8,757$289K<0.01%+1,43213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,748$289K<0.01%+5,64513F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.8,700$287K0.05%013F-HRTimeline
Treynor Bancshares, Inc.8,413$278K0.29%+8313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,208$271K<0.01%+14213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$267K<0.01%013F-HRTimelineGroup
Destination Wealth Management7,985$263K0.01%+19413F-HRTimeline
Mayflower Financial Advisors, LLC7,875$260K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,636$252K<0.01%-1,32913F-HRTimelineGroup
HF Advisory Group, LLC7,546$249K0.11%+14213F-HRTimeline
Geneos Wealth Management Inc.7,120$235K0.01%-26213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,982$230K0.05%+2,53213F-HRTimeline
DAVENPORT & Co LLC6,821$225K<0.01%-36813F-HRTimeline
Medallion Wealth Advisors, LLC6,782$222K0.11%13F-HRTimeline
RFG Advisory, LLC6,708$221K0.01%new13F-HRTimeline
Harvest Investment Services, LLC6,700$221K0.05%new13F-HRTimeline
Independent Advisor Alliance6,653$219K<0.01%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,206$205K0.02%+913F-HRTimeline
Falcon Wealth Planning6,177$204K0.02%-8,91013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,192$171K<0.01%new13F-HRTimelineGroup
Householder Group Estate & Retirement S…4,864$160K0.12%-1,17413F-HRTimeline
Key Financial Inc4,219$139K0.03%-1,71013F-HRTimeline
Lowe Wealth Advisors, LLC3,538$117K0.05%013F-HRTimeline
Parallel Advisors, LLC2,756$90.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,298$75.8K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC2,203$72.7K0.02%-1013F-HRTimeline
Vermillion & White Wealth Management Gr…2,188$72.2K0.05%+1613F-HRTimeline
DUNCKER STREETT & CO INC2,000$66K0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,800$59.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,661$55K<0.01%+88013F-HRTimelineGroup
SRH ADVISORS, LLC1,620$53.4K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,601$52.8K0.02%013F-HRTimeline
Hexagon Capital Partners LLC1,436$47.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,358$44.8K<0.01%+2913F-HRTimeline
JDM Financial Group LLC1,350$44.5K0.02%013F-HRTimeline
PSI Advisors, LLC1,180$38.9K0.01%013F-HRTimeline
MAI Capital Management1,149$37.9K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,083$36.8K0.01%+1113F-HRTimeline
Qube Research & Technologies Ltd1,103$36.4K<0.01%-15113F-HRTimeline
Rialto Wealth Management, LLC1,087$35.9K0.01%13F-HRTimeline
Topsail Wealth Management, LLC950$31.3K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC875$28.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust693$22.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC637$21K<0.01%+6413F-HRTimeline
Vermillion Wealth Management, Inc.636$21K0.01%13F-HRTimeline
AE Wealth Management LLC624$20.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$14.8K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc378$12.5K<0.01%+6813F-HRTimeline
Capital Investment Advisory Services, L…367$12.1K<0.01%013F-HRTimeline
MGB Wealth Management, LLC338$11.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.9K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co251$8.28K<0.01%-23913F-HRTimeline
Global Retirement Partners, LLC229$7.55K<0.01%-16113F-HRTimeline
Front Row Advisors LLC215$7.09K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$5.44K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC141$4.63K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.138$4.55K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC103$3.4K<0.01%-86613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC91$3K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC68$2.24K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC57$1.89K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.85K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.81K<0.01%013F-HRTimeline
Wiser Advisor Group LLC34$1.12K<0.01%013F-HRTimeline
Larson Financial Group LLC17$576<0.01%-85113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$528<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12$396<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.4$132<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$640.01%-1,98813F-HRTimeline
FMR LLCin group FMR LLC1$33<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1$22<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.