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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

166 managers (167 13F filers) reported a position in PSK shares at 2025-09-30, 13,656,184 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
166
13F filers
167
New
15
Added
47
Reduced
68
Sold out
15
Shares held by filers
13,656,184

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN1,798,679$59.5M0.01%+56,60913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,270,796$42M<0.01%+101,97513F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,073,802$35.5M0.01%-21,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA894,214$29.6M0.01%-38,72513F-HRTimelineGroup
State of Wisconsin - Board of Commissio…780,643$25.8M16.45%-59,45013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.700,000$23.1M15.37%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding627,249$20.7M+14,394Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC528,890$17.5M0.14%+64,70713F-HRTimelineGroup
LPL Financial LLC464,200$15.4M<0.01%-32,10013F-HRTimeline
Sage Advisory Services, Ltd.Co.362,452$12M6.29%+30,96313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC334,976$11.1M<0.01%+29,26913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC280,795$9.29M0.04%+39213F-HRTimelineGroup
UBS Group AGin group UBS Group AG267,879$8.86M<0.01%-17,09713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,664$7.86M<0.01%+25,31813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP225,876$7.47M0.01%+14,65913F-HRTimelineGroup
Long Run Wealth Advisors, LLC215,328$7.12M1.4%+14,20413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC197,007$6.52M0.26%+9,81713F-HRTimelineGroup
Crews Bank & Trust181,921$6.02M0.88%-104,83213F-HRTimeline
Midwest Trust Co155,993$5.16M0.07%-6,97913F-HRTimeline
Twelve Points Wealth Management LLC152,181$5.03M1.25%-1,74313F-HRTimeline
Sound Income Strategies, LLC150,628$4.95M0.27%-10,39513F-HRTimeline
Allworth Financial LP121,787$4.03M0.02%-3,61113F-HRTimeline
&PARTNERS117,765$3.89M0.02%+1,01213F-HRTimeline
Shulman DeMeo Asset Management LLC111,663$3.69M0.85%-8913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co109,433$3.62M<0.01%-3,16613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…108,743$3.6M<0.01%-1,68913F-HRTimelineGroup
Cetera Investment Advisers93,021$3.08M<0.01%-5,09313F-HRTimeline
Investors Research Corp92,591$3.06M0.57%-1,03213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,670$2.77M<0.01%+7,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC82,046$2.71M<0.01%-2,10313F-HRTimelineGroup
Rosenberg Matthew Hamilton79,790$2.64M0.57%+19,80113F-HRTimeline
Elevation Capital Advisory, LLC75,693$2.5M1%new13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC59,201$1.96M0.19%+2,81813F-HRTimelineGroup
FDx Advisors, Inc.59,189$1.93M0.58%-2,33413F-HRTimeline
Aspetuck Financial Management LLC57,670$1.91M1.31%-30013F-HRTimeline
Orion Porfolio Solutions, LLC56,719$1.88M0.01%-1,68613F-HRTimeline
Barry Investment Advisors, LLC56,296$1.86M0.43%-48,05913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,656$1.83M<0.01%+1,58913F-HRTimelineGroup
Atlas Private Wealth Advisors47,595$1.57M0.39%-321,83613F-HRTimeline
Mariner, LLCin group Mariner, LLC47,200$1.56M<0.01%-18,89913F-HRTimelineGroup
Private Advisor Group, LLC43,217$1.43M0.01%-2,04213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,229$1.4M<0.01%-57113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,306$1.37M0.03%+3,11213F-HRTimelineGroup
GREENLEAF TRUST37,161$1.23M0.01%-79013F-HRTimeline
Wealthspire Retirement, LLC36,681$1.21M0.08%-4,75513F-HR/ATimeline
Cambridge Investment Research Advisors,…33,305$1.1M<0.01%+3,37013F-HRTimeline
Provenance Wealth Advisors, LLC31,535$1.04M0.13%013F-HRTimeline
Bath Savings Trust Co31,261$1.03M0.1%-81113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,907$1.02M<0.01%-9,14313F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC30,780$1.02M0.07%-3,83713F-HRTimeline
XML Financial, LLC29,125$963K0.08%-1,53013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.26,120$864K0.32%-15413F-HRTimeline
Pure Financial Advisors, LLC24,817$821K0.01%+49413F-HRTimeline
Betterment LLC24,783$820K<0.01%+4413F-HRTimeline
NewEdge Advisors, LLC24,795$820K<0.01%+6,21113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV24,268$803K0.7%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,110$797K<0.01%-1,53913F-HR/ATimelineGroup
Matrix Trust Co22,766$753K0.12%-50913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.22,216$735K0.05%013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,083$730K0.05%+1,05513F-HRTimelineGroup
CGN Advisors LLC21,899$724K0.06%-99913F-HRTimeline
SYNOVUS FINANCIAL CORP21,889$724K0.01%-9713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,324$672K<0.01%+4,43113F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/19,392$641K0.5%+1,19813F-HRTimeline
Crestwood Advisors Group, LLC19,046$630K0.01%-60013F-HRTimeline
Euro Pacific Asset Management, LLC19,030$604K0.07%+3,06513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,375$575K<0.01%-41413F-HRTimelineGroup
McAdam, LLC16,941$560K0.03%-3,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,187$535K<0.01%-4,40213F-HRTimeline
Sharper & Granite LLC15,075$499K0.18%-3,00013F-HRTimeline
MML INVESTORS SERVICES, LLC14,141$468K<0.01%-3,73913F-HRTimeline
Sequent Planning LLC13,953$461K0.13%-3,68613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,575$449K<0.01%-34,74913F-HRTimeline
GLOBALT Investments LLC / GA13,545$448K0.02%-76113F-HRTimeline
Camarda Financial Advisors, LLC13,456$445K0.16%new13F-HRTimeline
Creative Planningin group Creative Planning13,186$436K<0.01%new13F-HRTimelineGroup
Inscription Capital, LLC13,073$432K0.05%013F-HRTimeline
PRIVATE TRUST CO NA12,701$420K0.04%013F-HRTimeline
COMERICA BANK12,531$414K<0.01%+3,07613F-HRTimeline
Wedmont Private Capital11,974$396K0.01%+19413F-HRTimeline
Financial Insights, Inc.11,928$394K0.13%+1,28813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,823$391K<0.01%-38,54013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV11,677$386K0.07%+2413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,473$379K0.01%-7,56313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,921$361K<0.01%+1,23813F-HRTimelineGroup
Artemis Wealth Advisors, LLC10,532$348K0.06%+16113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$331K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,158$303K<0.01%-2,49213F-HRTimelineGroup
TD Capital Management LLC9,121$302K0.03%+1713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,816$292K<0.01%-2,02213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,613$285K<0.01%+33213F-HRTimelineGroup
Foundations Investment Advisors, LLC8,458$280K<0.01%+1,51713F-HRTimeline
Sowell Financial Services LLC8,273$274K0.01%-7,73713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$268K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,942$264K<0.01%-3,24313F-HRTimelineGroup
Mayflower Financial Advisors, LLC7,875$260K0.03%013F-HRTimeline
Mokosak Advisory Group, LLC7,785$257K0.07%+12813F-HRTimeline
WEDBUSH SECURITIES INC7,597$251K0.01%new13F-HRTimeline
Crumly & Associates Inc.7,368$244K0.05%new13F-HRTimeline
DAVENPORT & Co LLC7,360$243K<0.01%-81113F-HRTimeline
TOWNSQUARE CAPITAL LLC7,329$242K0.04%-1,10013F-HRTimeline
Gotham Asset Management, LLC7,273$241K<0.01%013F-HRTimeline
Wayfinding Financial, LLC7,244$239K0.1%-2213F-HRTimeline
HF Advisory Group, LLC7,189$238K0.09%-18313F-HRTimeline
Austin Private Wealth, LLC7,066$234K0.02%-17413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,888$228K<0.01%+51813F-HRTimelineGroup
Medallion Wealth Advisors, LLC6,782$224K0.08%013F-HRTimeline
Harvest Investment Services, LLC6,700$222K0.04%-4613F-HRTimeline
Tradewinds Capital Management, LLC6,693$221K0.05%013F-HRTimeline
Prospera Financial Services Inc6,571$217K<0.01%+4113F-HRTimeline
von Borstel & Associates, Inc.6,501$210K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.5,624$186K<0.01%-60013F-HRTimeline
Farther Finance Advisors, LLC5,006$166K<0.01%+56413F-HRTimeline
Lowe Wealth Advisors, LLC3,538$117K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,814$93.1K0.01%-23113F-HRTimeline
Parallel Advisors, LLC2,756$91.1K<0.01%013F-HRTimeline
WFA of San Diego, LLC2,649$87.6K0.06%013F-HRTimeline
Sunbelt Securities, Inc.2,298$76K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,193$72.5K0.05%013F-HRTimeline
DUNCKER STREETT & CO INC2,000$66.1K0.01%013F-HRTimeline
AlphaCore Capital LLC1,966$65K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,876$62K<0.01%+12913F-HRTimelineGroup
LANARK FINANCIAL, INC.1,666$55.1K<0.01%-1,35313F-HRTimeline
Key Financial Inc1,618$53.6K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,620$53.6K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,502$49.7K<0.01%-64013F-HRTimeline
CoreCap Advisors, LLC1,484$49.1K<0.01%+18513F-HRTimeline
Vermillion & White Wealth Management Gr…1,414$46.8K0.03%013F-HRTimeline
JDM Financial Group LLC1,350$44.6K0.02%013F-HRTimeline
AE Wealth Management LLC1,300$43K<0.01%+68513F-HRTimeline
Topsail Wealth Management, LLC1,158$38.3K0.01%013F-HRTimeline
MAI Capital Management1,149$38K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,087$35.9K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…853$28.2K<0.01%013F-HRTimeline
J.Safra Asset Management Corp554$18.3K<0.01%new13F-HRTimeline
Advisory Services Network, LLC547$18.1K<0.01%new13F-HRTimeline
Trust Co500$16.5K<0.01%013F-HRTimeline
MGB Wealth Management, LLC485$16K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…462$15.3K0.03%-10,72313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$14.9K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.421$13.9K<0.01%-7113F-HRTimeline
IFP Advisors, Inc390$12.9K<0.01%-813F-HR/ATimeline
Cornerstone Planning Group LLC70$12K<0.01%-93713F-HRTimeline
FMR LLCin group FMR LLC358$11.8K<0.01%+25813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC300$9.92K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…280$9.26K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…196$6.48K<0.01%-213F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$5.46K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC147$4.85K<0.01%+213F-HRTimeline
Measured Wealth Private Client Group, L…146$4.83K<0.01%new13F-HRTimeline
Blue Trust, Inc.130$4.3K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC103$3.42K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC101$3.34K<0.01%+4513F-HRTimelineGroup
Front Row Advisors LLC101$3.34K<0.01%-3813F-HRTimeline
Aptus Capital Advisors, LLC100$3.31K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…95$3.15K<0.01%-54,35713F-HRTimelineGroup
Costello Asset Management, INC80$2.65K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78$2.58K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC57$1.9K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.85K<0.01%013F-HRTimeline
Westfuller Advisors, LLC41$1.36K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC34$1.12K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC48$1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28$1K<0.01%-6313F-HRTimelineGroup
SBI Securities Co., Ltd.24$794<0.01%+113F-HRTimeline
SIGNATUREFD, LLC1$23<0.01%013F-HRTimeline