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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

173 managers (174 13F filers) reported a position in PSK shares at 2025-03-31, 14,677,527 shares in all. 13 filers opened a position and 24 filers sold out during the quarter.

Managers
173
13F filers
174
New
13
Added
63
Reduced
51
Sold out
24
Shares held by filers
14,677,527

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,365,444$44.2M<0.01%+244,41013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,110,466$36M0.01%+63,72713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA986,591$32M0.01%+183,18113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN957,912$31M0.01%+105,50113F-HRTimelineGroup
State of Wisconsin - Board of Commissio…840,093$27.2M17.57%013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.700,000$22.7M18.96%13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO628,350$20.4M0.38%+54,60313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding600,677$19.5M+74,088Timeline
LPL Financial LLC560,804$18.2M0.01%-33,21613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC465,468$15.1M0.19%+48,32913F-HRTimelineGroup
Atlas Private Wealth Advisors376,424$12.2M1.7%-84,83213F-HRTimeline
Crews Bank & Trust293,603$9.51M1.62%+2,94813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC284,257$9.21M<0.01%+50,72813F-HRTimelineGroup
UBS Group AGin group UBS Group AG276,560$8.96M<0.01%+4,48213F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.275,449$8.92M5.24%+94,92313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP273,333$8.85M0.01%+68,23013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC268,321$8.69M0.41%+34,78513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/214,821$6.96M<0.01%-38,33513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC212,034$6.87M0.04%-10,37913F-HRTimelineGroup
FINANCIAL COUNSELORS INC198,909$6.44M0.1%+1,78413F-HRTimeline
Barry Investment Advisors, LLC198,020$6.41M1.7%-8,40113F-HRTimeline
Long Run Wealth Advisors, LLC185,124$6M1.36%+20,55013F-HRTimeline
Sound Income Strategies, LLC162,992$5.28M0.31%+6,34913F-HRTimeline
Allworth Financial LP156,104$4.98M0.03%-7,01513F-HRTimeline
Twelve Points Wealth Management LLC144,463$4.68M1.27%+20,93613F-HRTimeline
Shilanski & Associates, Inc.139,890$4.53M1.41%+8,52913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co117,644$3.81M<0.01%-4,75813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…116,514$3.77M<0.01%+27,74313F-HRTimelineGroup
Shulman DeMeo Asset Management LLC112,426$3.64M1.02%-47213F-HRTimeline
Cetera Investment Advisers101,819$3.3M0.01%-95813F-HRTimeline
Investors Research Corp94,489$3.06M0.66%+913F-HRTimeline
&PARTNERS88,728$2.88M0.03%+1,79113F-HRTimeline
Mariner, LLCin group Mariner, LLC82,681$2.68M<0.01%-45113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,661$2.58M<0.01%-3,06413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV78,039$2.53M0.01%-15,20613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,686$2.52M<0.01%+9,02013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…75,674$2.45M0.1%+4,91013F-HRTimelineGroup
Orion Porfolio Solutions, LLC62,116$2.01M0.02%-2,52513F-HRTimeline
Orion Portfolio Solutions, LLC62,116$2.01M0.02%-2,52513F-HR/ATimeline
Rosenberg Matthew Hamilton61,823$2M0.5%+8,45813F-HRTimeline
FDx Advisors, Inc.61,457$1.99M0.65%+14,38413F-HRTimeline
Private Advisor Group, LLC60,218$1.95M0.01%-1,07913F-HRTimeline
Aspetuck Financial Management LLC57,970$1.88M1.62%-4013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,628$1.74M<0.01%-10,36313F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC52,935$1.72M0.19%-1,63613F-HRTimelineGroup
Wealthspire Retirement, LLC47,878$1.55M0.12%+1,27013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,622$1.38M<0.01%+36713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,746$1.22M0.03%-3,42613F-HRTimelineGroup
SK Wealth Management, LLC37,393$1.17M0.63%+19913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC35,931$1.16M0.08%+15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,015$1.13M<0.01%-47,31713F-HRTimelineGroup
Bath Savings Trust Co33,047$1.07M0.11%-68013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT32,444$1.05M0.01%-80,29813F-HRTimeline
XML Financial, LLC32,409$1.05M0.1%-23213F-HRTimeline
Provenance Wealth Advisors, LLC31,535$1.02M0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…29,313$949K<0.01%-2,95613F-HRTimeline
Financial Insights, Inc.28,529$924K0.37%+1,29613F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV28,177$913K0.93%+5,12313F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.27,378$887K0.38%-84913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,084$812K<0.01%-5,28013F-HRTimeline
Betterment LLC23,966$776K<0.01%+11713F-HRTimeline
Diligent Investors, LLC23,446$759K0.18%+513F-HRTimeline
Matrix Trust Co22,999$745K0.13%+6,66613F-HRTimeline
Crestwood Advisors Group, LLC22,821$739K0.01%013F-HRTimeline
McAdam, LLC21,997$712K0.04%-10,36813F-HRTimeline
CGN Advisors LLC21,890$709K0.07%+5,33713F-HRTimeline
SYNOVUS FINANCIAL CORP21,223$687K0.01%+60113F-HRTimeline
MML INVESTORS SERVICES, LLC20,566$666K<0.01%+93413F-HRTimeline
NewEdge Advisors, LLC19,721$639K<0.01%-14,59413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…19,231$623K0.05%-63,00813F-HRTimelineGroup
PRIVATE TRUST CO NA17,703$573K0.06%+4,43413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,628$571K0.01%+1,18013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/17,849$565K0.51%+2,18213F-HRTimeline
Sharper & Granite LLC16,025$519K0.21%-96013F-HRTimeline
GLOBALT Investments LLC / GA15,964$517K0.02%-1,67013F-HRTimeline
Euro Pacific Asset Management, LLC15,965$515K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,733$510K0.01%-65313F-HRTimelineGroup
Sowell Financial Services LLC15,354$497K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,221$493K0.04%013F-HRTimelineGroup
Pure Financial Advisors, LLC14,748$478K0.01%+23213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,572$472K<0.01%-413F-HRTimelineGroup
Geneos Wealth Management Inc.14,429$467K0.01%+7,30913F-HRTimeline
Inscription Capital, LLC13,073$456K0.08%13F-HRTimeline
Hilton Capital Management, LLC14,010$454K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,390$434K<0.01%-53,21113F-HRTimelineGroup
Belpointe Asset Management LLC13,052$423K0.02%+2,62513F-HRTimeline
Sequent Planning LLC13,058$423K0.15%-67113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,706$381K<0.01%+2,95813F-HR/ATimelineGroup
ECLECTIC ASSOCIATES INC /ADV11,628$377K0.1%+1513F-HRTimeline
Wedmont Private Capital11,581$360K0.02%+18913F-HRTimeline
Prospera Financial Services Inc10,457$339K0.01%-78,57813F-HRTimeline
Artemis Wealth Advisors, LLC10,200$330K0.07%+11013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$324K0.05%013F-HRTimeline
COMERICA BANK9,966$323K<0.01%+46513F-HRTimeline
TOWNSQUARE CAPITAL LLC9,761$316K<0.01%+95413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,752$316K0.05%+2,77013F-HRTimeline
FORM Wealth Advisors, LLC9,694$314K0.04%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,390$304K<0.01%-87913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,105$295K<0.01%+3513F-HRTimelineGroup
TD Capital Management LLC9,087$294K0.03%+1013F-HRTimeline
Aureus Asset Management, LLC9,010$292K0.02%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,700$282K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,283$268K<0.01%+7513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$262K<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC7,875$255K0.04%013F-HRTimeline
SVB WEALTH LLC7,822$253K0.01%-2,76313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,667$248K<0.01%+3113F-HRTimelineGroup
Destination Wealth Management7,621$247K0.01%-36413F-HRTimeline
Mokosak Advisory Group, LLC7,528$244K0.08%new13F-HRTimeline
HF Advisory Group, LLC7,273$236K0.1%-27313F-HRTimeline
HighTower Advisors, LLC7,065$229K<0.01%-1,69213F-HRTimeline
DAVENPORT & Co LLC6,821$221K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC6,782$219K0.1%013F-HRTimeline
Harvest Investment Services, LLC6,700$217K0.06%013F-HRTimeline
Tradewinds Capital Management, LLC6,693$217K0.06%-302,13813F-HRTimeline
Checchi Capital Advisers, LLC6,408$208K0.01%new13F-HRTimeline
Austin Private Wealth, LLC6,368$206K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC6,210$201K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC5,122$165K<0.01%new13F-HRTimeline
Key Financial Inc3,919$127K0.03%-30013F-HRTimeline
Lowe Wealth Advisors, LLC3,538$115K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…3,385$110K<0.01%-13,92813F-HRTimeline
Parallel Advisors, LLC2,756$89.3K<0.01%013F-HRTimeline
Wayfinding Financial, LLC2,681$86K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.2,298$74.4K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC2,203$71.4K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,193$71K0.06%13F-HRTimeline
LANARK FINANCIAL, INC.2,145$69K0.01%+2,14413F-HRTimeline
DUNCKER STREETT & CO INC2,000$64.8K0.01%013F-HRTimeline
AlphaCore Capital LLC1,966$63.7K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,840$59.6K<0.01%+73713F-HRTimeline
CWM, LLCin group CWM, LLC1,661$54K<0.01%013F-HRTimelineGroup
SRH ADVISORS, LLC1,620$52.5K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,601$51.9K0.02%013F-HRTimeline
Hexagon Capital Partners LLC1,436$46.5K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,414$45.8K0.03%-77413F-HRTimeline
CoreCap Advisors, LLC1,358$44K<0.01%013F-HRTimeline
JDM Financial Group LLC1,350$43.7K0.02%013F-HRTimeline
Topsail Wealth Management, LLC1,158$37.3K0.01%+20813F-HRTimeline
MAI Capital Management1,149$37.2K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,087$35.2K0.01%013F-HRTimeline
Cornerstone Planning Group LLC990$31.4K0.01%-9313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC875$28.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust693$22.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC690$22.4K<0.01%+5313F-HRTimeline
Trust Co500$16.2K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.485$15.7K<0.01%-15113F-HRTimeline
NewSquare Capital LLC485$15.7K<0.01%-227,74113F-HRTimeline
MGB Wealth Management, LLC485$15.7K0.01%+14713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$14.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc379$12.3K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…367$11.9K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC354$11.5K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.72K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…198$7K<0.01%-26,12913F-HRTimelineGroup
Front Row Advisors LLC215$6.96K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$5.34K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC142$4.6K0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC103$3.34K<0.01%013F-HRTimeline
Costello Asset Management, INC102$3.32K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC100$3.24K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC91$3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners83$2.69K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC68$2.2K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC57$1.85K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.81K<0.01%013F-HRTimeline
Wiser Advisor Group LLC34$1.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.32$1.04K<0.01%+2813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12$396<0.01%013F-HRTimelineGroup
PSI Advisors, LLC8$259<0.01%-1,17213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$194<0.01%-1013F-HRTimelineGroup
SIGNATUREFD, LLC1$22<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.