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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

171 managers (172 13F filers) reported a position in PSK shares at 2025-12-31, 13,676,819 shares in all. 16 filers opened a position and 19 filers sold out during the quarter.

Managers
171
13F filers
172
New
16
Added
55
Reduced
61
Sold out
19
Shares held by filers
13,676,819

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,330,133$42.2M0.01%-468,54613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,070,368$33.9M<0.01%-200,42813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,063,117$33.7M0.01%-10,68513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA901,400$28.6M0.01%+7,18613F-HRTimelineGroup
State of Wisconsin - Board of Commissio…780,643$24.7M15.99%013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.700,000$22.2M12.57%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG650,656$20.6M<0.01%+382,77713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding622,989$19.7M-4,260Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC602,549$19.1M0.01%+267,57313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC481,133$15.2M0.13%-47,75713F-HRTimelineGroup
LPL Financial LLC477,119$15.1M<0.01%+12,91913F-HRTimeline
Sage Advisory Services, Ltd.Co.345,547$10.9M5.96%-16,90513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC280,794$9.28M0.04%-113F-HRTimelineGroup
Long Run Wealth Advisors, LLC229,950$7.29M1.37%+14,62213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,841$7.19M<0.01%-10,82313F-HRTimelineGroup
Checchi Capital Advisers, LLC189,721$6.01M0.41%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP178,507$5.66M0.01%-47,36913F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT163,682$5.19M0.04%new13F-HRTimeline
Sound Income Strategies, LLC143,269$4.64M0.22%-7,35913F-HRTimeline
Crews Bank & Trust138,280$4.38M0.63%-43,64113F-HRTimeline
Midwest Trust Co136,052$4.31M0.05%-19,94113F-HRTimeline
&PARTNERS118,970$3.98M0.02%+1,20513F-HRTimeline
Allworth Financial LP121,853$3.86M0.02%+6613F-HRTimeline
Twelve Points Wealth Management LLC115,440$3.71M0.83%-36,74113F-HRTimeline
Cetera Investment Advisers112,681$3.57M<0.01%+19,66013F-HRTimeline
Shulman DeMeo Asset Management LLC110,271$3.49M0.79%-1,39213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…108,278$3.43M<0.01%-46513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co105,106$3.33M<0.01%-4,32713F-HRTimelineGroup
Rosenberg Matthew Hamilton95,167$3.02M0.62%+15,37713F-HRTimeline
Investors Research Corp90,729$2.88M0.53%-1,86213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,564$2.77M<0.01%+2,89413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC82,748$2.62M<0.01%+70213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC82,199$2.6M0.1%-114,80813F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC61,951$1.96M0.19%+2,75013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,238$1.91M0.07%+60,14313F-HRTimelineGroup
Aspetuck Financial Management LLC55,715$1.77M1.19%-1,95513F-HRTimeline
Orion Porfolio Solutions, LLC55,291$1.75M0.01%-1,42813F-HRTimeline
Private Advisor Group, LLC46,420$1.47M0.01%+3,20313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,908$1.45M<0.01%+28,53313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,937$1.39M<0.01%-11,71913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,652$1.38M<0.01%+23,32813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,391$1.28M<0.01%+28,56813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,352$1.28M<0.01%-1,87713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,262$1.28M0.03%-1,04413F-HRTimelineGroup
Wealthspire Retirement, LLC40,048$1.27M0.08%+3,36713F-HRTimeline
Atlas Private Wealth Advisors38,387$1.22M0.28%-9,20813F-HRTimeline
GREENLEAF TRUST37,096$1.18M0.01%-6513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV33,112$1.05M0.87%+8,84413F-HRTimeline
Cambridge Investment Research Advisors,…32,829$1.04M<0.01%-47613F-HRTimeline
XML Financial, LLC32,526$1.03M0.08%+3,40113F-HRTimeline
Mariner, LLCin group Mariner, LLC31,972$1.01M<0.01%-15,22813F-HRTimelineGroup
Provenance Wealth Advisors, LLC31,535$999K0.11%013F-HRTimeline
RFG Advisory, LLC31,180$988K0.02%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,907$979K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,723$974K<0.01%+6,61313F-HRTimelineGroup
Financial Insights, Inc.27,619$875K0.29%+15,69113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.25,814$818K0.3%-30613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC25,562$810K0.05%-5,21813F-HRTimeline
NewEdge Advisors, LLC25,431$806K<0.01%+63613F-HRTimeline
Betterment LLC24,779$785K<0.01%-413F-HRTimeline
Pure Financial Advisors, LLC24,128$765K0.01%-68913F-HRTimeline
Breachway Investments LLC23,691$751K0.79%13F-HRTimeline
CGN Advisors LLC22,582$716K0.06%+68313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,916$695K0.05%-30013F-HRTimelineGroup
GREENBERG FINANCIAL GROUP21,300$675K0.28%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…20,877$662K0.04%-1,20613F-HRTimelineGroup
Bath Savings Trust Co20,137$638K0.06%-11,12413F-HRTimeline
Cornerstone Financial Group, LLC /NE/20,111$637K0.44%+71913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC19,270$611K0.1%13F-HRTimeline
Euro Pacific Asset Management, LLC19,030$604K0.07%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC17,607$558K<0.01%+3,46613F-HRTimeline
McAdam, LLC16,314$517K0.02%-62713F-HRTimeline
Sharper & Granite LLC13,530$429K0.15%-1,54513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,522$429K<0.01%+2,60113F-HRTimelineGroup
Camarda Financial Advisors, LLC13,294$421K0.16%-16213F-HRTimeline
PRIVATE TRUST CO NA13,270$421K0.04%+56913F-HRTimeline
GLOBALT Investments LLC / GA13,083$415K0.02%-46213F-HRTimeline
Inscription Capital, LLC13,063$414K0.04%-1013F-HRTimeline
COMERICA BANK13,013$412K<0.01%+48213F-HRTimeline
HRT FINANCIAL LP12,999$411K<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC12,929$410K0.01%-6,11713F-HRTimeline
Wedmont Private Capital12,178$390K0.01%+20413F-HRTimeline
Sequent Planning LLC12,013$381K0.1%-1,94013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,750$372K0.06%+7313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,242$356K<0.01%-4,94513F-HRTimeline
Artemis Wealth Advisors, LLC10,752$341K0.06%+22013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$317K0.04%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,912$314K0.11%new13F-HRTimeline
TD Capital Management LLC9,144$290K0.03%+2313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,901$282K<0.01%+95913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO8,770$278K<0.01%-2,70313F-HRTimeline
Creative Planningin group Creative Planning8,384$266K<0.01%-4,80213F-HRTimelineGroup
Austin Private Wealth, LLC8,201$260K0.02%+1,13513F-HRTimeline
WealthPoint Financial, LLC8,168$259K0.23%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,151$258K<0.01%-5,42413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$257K<0.01%013F-HRTimelineGroup
FORM Wealth Advisors, LLC8,085$256K0.03%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,845$249K<0.01%-1,31313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,843$249K<0.01%+95513F-HRTimelineGroup
Gotham Asset Management, LLC7,732$245K<0.01%+45913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,641$242K<0.01%-1,17513F-HR/ATimelineGroup
WEDBUSH SECURITIES INC7,645$242K0.01%+4813F-HRTimeline
Amicus Financial Advisors, LLC7,586$240K0.07%13F-HRTimeline
HF Advisory Group, LLC7,493$237K0.08%+30413F-HR/ATimeline
Crumly & Associates Inc.7,368$233K0.05%013F-HRTimeline
DAVENPORT & Co LLC7,360$233K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,242$229K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC6,956$220K<0.01%-1,50213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,749$214K<0.01%-1,86413F-HRTimelineGroup
Prospera Financial Services Inc6,626$210K<0.01%+5513F-HRTimeline
Medallion Wealth Advisors, LLC6,582$209K0.07%-20013F-HRTimeline
Wayfinding Financial, LLC6,501$206K0.09%-74313F-HRTimeline
CWM, LLCin group CWM, LLC5,979$189K<0.01%+4,10313F-HRTimelineGroup
Tradewinds Capital Management, LLC5,785$183K0.04%-90813F-HRTimeline
Geneos Wealth Management Inc.5,624$178K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,050$160K<0.01%+4413F-HRTimeline
MAI Capital Management4,687$149K<0.01%+3,53813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,185$133K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,771$87.8K<0.01%+1513F-HRTimeline
WFA of San Diego, LLC2,649$83.9K0.06%013F-HRTimeline
IFP Advisors, Inc2,608$82.6K<0.01%+2,21813F-HRTimeline
Strategic Wealth Partners, Ltd.2,586$82K0.01%-22813F-HRTimeline
Sunbelt Securities, Inc.2,298$72.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,007$63.6K<0.01%+4113F-HRTimeline
DUNCKER STREETT & CO INC2,000$63.4K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,789$56.7K0.02%+1,32713F-HRTimeline
LANARK FINANCIAL, INC.1,730$54.8K<0.01%+6413F-HRTimeline
SRH ADVISORS, LLC1,620$51.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,502$47.6K<0.01%013F-HRTimeline
JDM Financial Group LLC1,350$42.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,299$41.2K<0.01%-18513F-HRTimeline
Key Financial Inc1,291$40.9K0.01%-32713F-HRTimeline
CITY HOLDING CO1,161$36.8K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC1,158$36.7K0.01%013F-HRTimeline
AE Wealth Management LLC1,090$34.5K<0.01%-21013F-HRTimeline
Rialto Wealth Management, LLC1,087$34.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…853$27K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…841$26.7K0.01%-57313F-HRTimeline
Cornerstone Planning Group LLC771$25K<0.01%+70113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC693$22K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC590$18.7K<0.01%new13F-HRTimeline
Trust Co500$15.8K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC477$15.1K0.01%13F-HRTimeline
Triumph Capital Management464$14.7K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.455$14.4K0.01%+3413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$14.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners305$9.67K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.51K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC228$7.21K<0.01%-25713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…194$6.16K<0.01%-213F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC187$5.93K<0.01%13F-HRTimeline
Hilltop National Bank175$5.55K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC151$4.76K<0.01%+413F-HRTimeline
Measured Wealth Private Client Group, L…146$4.63K<0.01%013F-HRTimeline
Front Row Advisors LLC101$3.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$3.17K<0.01%013F-HRTimeline
Blue Trust, Inc.95$3.01K<0.01%-3513F-HRTimeline
Costello Asset Management, INC82$2.6K<0.01%+213F-HRTimeline
Nalls Sherbakoff Group, LLC73$2.31K<0.01%-2,12013F-HRTimeline
Financial Network Wealth Advisors LLC57$1.82K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.77K<0.01%013F-HRTimeline
Westfuller Advisors, LLC42$1.33K<0.01%+113F-HRTimeline
Wiser Advisor Group LLC34$1.08K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC29$1K<0.01%+113F-HR/ATimelineGroup
SBI Securities Co., Ltd.24$761<0.01%013F-HRTimeline
NFSG Corp24$761<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$634<0.01%new13F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.13$412<0.01%13F-HRTimeline
Key Capital Management, INC3$95<0.01%13F-HRTimeline
SIGNATUREFD, LLC1$23<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.