Skip to content
Disclosery

PSK SPDR SERIES TRUST

Follow

WELLS FG PFD ETF (fund)

169 managers (170 13F filers) reported a position in PSK shares at 2025-06-30, 14,373,990 shares in all. 10 filers opened a position and 16 filers sold out during the quarter.

Managers
169
13F filers
170
New
10
Added
58
Reduced
60
Sold out
16
Shares held by filers
14,373,990

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN1,742,070$55.3M0.01%+784,15813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,168,821$37.1M<0.01%-196,62313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,094,854$34.8M0.01%-15,61213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA932,939$29.6M0.01%-53,65213F-HR/ATimelineGroup
State of Wisconsin - Board of Commissio…840,093$26.7M17.14%013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.700,000$22.2M13.74%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding612,855$19.5M+12,178Timeline
LPL Financial LLC496,300$15.8M0.01%-64,50413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC464,183$14.7M0.14%-1,28513F-HRTimelineGroup
Atlas Private Wealth Advisors369,431$11.7M1.51%-6,99313F-HRTimeline
Sage Advisory Services, Ltd.Co.331,489$10.5M5.73%+56,04013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,707$9.71M<0.01%+21,45013F-HRTimelineGroup
Crews Bank & Trust286,753$9.11M1.43%-6,85013F-HRTimeline
UBS Group AGin group UBS Group AG284,976$9.05M<0.01%+8,41613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC280,403$8.91M0.05%+68,36913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/212,346$6.74M<0.01%-2,47513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP211,217$6.71M0.01%-62,11613F-HRTimelineGroup
Long Run Wealth Advisors, LLC201,124$6.39M1.34%+16,00013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC187,190$5.95M0.26%-81,13113F-HRTimelineGroup
Midwest Trust Co162,972$5.18M0.07%13F-HRTimeline
Sound Income Strategies, LLC161,023$5.11M0.29%-1,96913F-HRTimeline
Twelve Points Wealth Management LLC153,924$4.89M1.32%+9,46113F-HRTimeline
Shilanski & Associates, Inc.146,118$4.64M1.33%+6,22813F-HRTimeline
Allworth Financial LP125,398$3.98M0.02%-30,70613F-HRTimeline
&PARTNERS116,753$3.72M0.03%+28,02513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co112,599$3.58M<0.01%-5,04513F-HRTimelineGroup
Shulman DeMeo Asset Management LLC111,752$3.55M0.88%-67413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…110,432$3.51M<0.01%-6,08213F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT108,397$3.44M0.03%+75,95313F-HRTimeline
Barry Investment Advisors, LLC104,355$3.31M0.83%-93,66513F-HRTimeline
Cetera Investment Advisers98,114$3.12M0.01%-3,70513F-HRTimeline
Investors Research Corp93,623$2.97M0.58%-86613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC84,149$2.67M<0.01%+6,46313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,966$2.44M<0.01%-3,69513F-HRTimeline
Mariner, LLCin group Mariner, LLC66,099$2.1M<0.01%-16,58213F-HRTimelineGroup
FDx Advisors, Inc.61,523$1.95M0.6%+6613F-HRTimeline
Rosenberg Matthew Hamilton59,989$1.91M0.44%-1,83413F-HRTimeline
Orion Porfolio Solutions, LLC58,405$1.85M0.02%-3,71113F-HR/ATimeline
Aspetuck Financial Management LLC57,970$1.84M1.39%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC56,383$1.79M0.18%+3,44813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…54,452$1.73M0.09%-21,22213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,067$1.72M<0.01%+19,05213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,363$1.6M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV48,324$1.53M<0.01%-29,71513F-HRTimeline
Private Advisor Group, LLC45,259$1.44M0.01%-14,95913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,800$1.36M<0.01%+17813F-HRTimelineGroup
Wealthspire Retirement, LLC41,436$1.32M0.09%-6,44213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\40,050$1.27M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,194$1.21M0.03%+44813F-HRTimelineGroup
GREENLEAF TRUST37,951$1.21M0.01%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC34,617$1.1M0.07%-1,31413F-HRTimeline
Bath Savings Trust Co32,072$1.02M0.1%-97513F-HRTimeline
Provenance Wealth Advisors, LLC31,535$1M0.14%013F-HRTimeline
XML Financial, LLC30,655$974K0.08%-1,75413F-HRTimeline
Cambridge Investment Research Advisors,…29,935$951K<0.01%+62213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.26,274$834K0.34%-1,10413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,649$815K<0.01%-27,97913F-HRTimelineGroup
Betterment LLC24,739$786K<0.01%+77313F-HRTimeline
Pure Financial Advisors, LLC24,323$772K0.01%+9,57513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV24,268$771K0.75%-3,90913F-HRTimeline
Diligent Investors, LLC23,449$745K0.18%+313F-HRTimeline
Matrix Trust Co23,275$739K0.12%+27613F-HRTimeline
CGN Advisors LLC22,898$727K0.06%+1,00813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.22,216$706K0.05%+6,99513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP21,986$698K0.01%+76313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…21,028$668K0.05%+1,79713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,589$654K<0.01%-4,49513F-HRTimeline
McAdam, LLC20,111$639K0.03%-1,88613F-HRTimeline
Crestwood Advisors Group, LLC19,646$624K0.01%-3,17513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,036$605K0.01%-609,31413F-HRTimeline
NewEdge Advisors, LLC18,584$590K<0.01%-1,13713F-HRTimeline
Sharper & Granite LLC18,075$579K0.22%+2,05013F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,194$578K0.49%+34513F-HRTimeline
MML INVESTORS SERVICES, LLC17,880$568K<0.01%-2,68613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,789$565K<0.01%+3,21713F-HR/ATimelineGroup
Sequent Planning LLC17,639$560K0.18%+4,58113F-HRTimeline
Sowell Financial Services LLC16,010$508K0.02%+65613F-HRTimeline
Euro Pacific Asset Management, LLC15,965$507K0.08%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,893$505K<0.01%+2,50313F-HRTimelineGroup
HRT FINANCIAL LP14,747$468K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,717$467K<0.01%new13F-HRTimeline
GLOBALT Investments LLC / GA14,306$454K0.02%-1,65813F-HRTimeline
Inscription Capital, LLC13,073$415K0.06%013F-HRTimeline
PRIVATE TRUST CO NA12,701$403K0.04%-5,00213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,335$392K0.01%-3,39813F-HRTimelineGroup
Wedmont Private Capital11,780$379K0.02%+19913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,653$370K0.08%+2513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,650$370K<0.01%+2,26013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,185$355K<0.01%-52113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…11,185$355K0.05%+1,43313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,838$344K<0.01%+2,55513F-HRTimelineGroup
Financial Insights, Inc.10,640$338K0.12%-17,88913F-HRTimeline
Artemis Wealth Advisors, LLC10,371$329K0.06%+17113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$318K0.04%013F-HRTimeline
FORM Wealth Advisors, LLC9,825$312K0.04%+13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,683$308K<0.01%+57813F-HRTimelineGroup
COMERICA BANK9,455$300K<0.01%-51113F-HRTimeline
TD Capital Management LLC9,104$289K0.03%+1713F-HRTimeline
Destination Wealth Management8,507$270K0.01%+88613F-HRTimeline
TOWNSQUARE CAPITAL LLC8,429$268K0.03%-1,33213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,281$263K<0.01%-9,34713F-HRTimelineGroup
DAVENPORT & Co LLC8,171$260K<0.01%+1,35013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$257K<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC7,875$250K0.03%013F-HRTimeline
Mokosak Advisory Group, LLC7,657$243K0.07%+12913F-HRTimeline
Wayfinding Financial, LLC7,266$235K0.11%+4,58513F-HRTimeline
HF Advisory Group, LLC7,372$234K0.09%+9913F-HRTimeline
Gotham Asset Management, LLC7,273$231K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC7,240$230K0.02%+87213F-HRTimeline
HighTower Advisors, LLC6,968$221K<0.01%-9713F-HRTimeline
Foundations Investment Advisors, LLC6,941$220K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,782$216K0.08%013F-HRTimeline
Harvest Investment Services, LLC6,746$214K0.05%+4613F-HRTimeline
Tradewinds Capital Management, LLC6,693$213K0.05%013F-HRTimeline
Prospera Financial Services Inc6,530$207K<0.01%-3,92713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,370$202K<0.01%-1,29713F-HRTimelineGroup
Geneos Wealth Management Inc.6,224$198K<0.01%-8,20513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,489$143K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,442$141K<0.01%-68013F-HRTimeline
Lowe Wealth Advisors, LLC3,538$112K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,045$96.7K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3,019$95K0.01%+87413F-HRTimeline
Parallel Advisors, LLC2,756$87.5K<0.01%013F-HRTimeline
WFA of San Diego, LLC2,649$84.1K0.06%13F-HRTimeline
Sunbelt Securities, Inc.2,298$75.8K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,193$69.7K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…2,142$68K<0.01%-1,24313F-HRTimeline
Iron Horse Wealth Management, LLC2,067$65.6K0.02%-13613F-HRTimeline
DUNCKER STREETT & CO INC2,000$63.5K0.01%013F-HRTimeline
AlphaCore Capital LLC1,966$62.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,900$60.3K<0.01%+6013F-HRTimeline
CWM, LLCin group CWM, LLC1,747$55K<0.01%+8613F-HRTimelineGroup
SRH ADVISORS, LLC1,620$51.5K0.02%013F-HRTimeline
Key Financial Inc1,618$51.4K0.01%-2,30113F-HRTimeline
Vermillion & White Wealth Management Gr…1,414$44.9K0.03%013F-HRTimeline
JDM Financial Group LLC1,350$42.9K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,299$41.3K<0.01%-5913F-HRTimeline
Topsail Wealth Management, LLC1,158$36.8K0.01%013F-HRTimeline
MAI Capital Management1,149$36.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,087$34.5K0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,007$32.6K0.01%+1713F-HRTimeline
Capital Investment Advisory Services, L…853$27.1K<0.01%+48613F-HRTimeline
Clearstead Advisors, LLC773$24.6K<0.01%+8313F-HRTimeline
Parkside Financial Bank & Trust693$22K<0.01%013F-HRTimeline
AE Wealth Management LLC615$19.5K<0.01%new13F-HRTimeline
Trust Co500$15.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.492$15.6K0.01%+713F-HRTimeline
NewSquare Capital LLC485$15.4K<0.01%013F-HRTimeline
MGB Wealth Management, LLC485$15.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$14.3K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc398$12.7K<0.01%+1913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.53K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…198$6.26K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$5.24K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC145$4.58K<0.01%+313F-HRTimeline
Front Row Advisors LLC139$4.42K<0.01%-7613F-HRTimeline
GPS Wealth Strategies Group, LLC103$3.28K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC100$3.18K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC100$3.18K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC91$3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners83$2.64K<0.01%013F-HRTimeline
Costello Asset Management, INC79$2.5K<0.01%-2313F-HRTimeline
Financial Network Wealth Advisors LLC57$1.82K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56$1.78K<0.01%+4413F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN56$1.78K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.23$730<0.01%-913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$95<0.01%-313F-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.