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Disclosery

PSK SPDR SERIES TRUST

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WELLS FG PFD ETF (fund)

160 managers (161 13F filers) reported a position in PSK shares at 2026-03-31, 12,260,598 shares in all. 16 filers opened a position and 22 filers sold out during the quarter.

Managers
160
13F filers
161
New
16
Added
48
Reduced
64
Sold out
22
Shares held by filers
12,260,598

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,378,777$42.5M0.01%+48,64413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,065,505$32.9M<0.01%-4,86313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA892,921$27.5M0.01%-8,47913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp853,020$26.3M<0.01%-210,09713F-HRTimelineGroup
State of Wisconsin - Board of Commissio…780,643$24.1M15.85%013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.700,000$21.6M12.38%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding601,514$18.6M-21,475Timeline
LPL Financial LLC444,457$13.7M<0.01%-32,66213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC398,819$12.3M<0.01%-203,73013F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.345,497$10.7M5.84%-5013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC270,225$8.33M0.03%-10,56913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,438$8M<0.01%+32,59713F-HRTimelineGroup
UBS Group AGin group UBS Group AG256,723$7.92M<0.01%-393,93313F-HRTimelineGroup
Cetera Investment Advisers214,758$6.62M0.01%+102,07713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC213,178$6.57M0.05%-267,95513F-HRTimelineGroup
Checchi Capital Advisers, LLC174,827$5.39M0.37%-14,89413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP172,383$5.32M0.01%-6,12413F-HRTimelineGroup
Crews Bank & Trust138,050$4.26M0.62%-23013F-HRTimeline
Sound Income Strategies, LLC136,899$4.21M0.2%-6,37013F-HRTimeline
Twelve Points Wealth Management LLC133,511$4.12M0.91%+18,07113F-HRTimeline
&PARTNERS130,181$4.01M0.02%+11,21113F-HRTimeline
Allworth Financial LP119,935$3.7M0.02%-1,91813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…112,901$3.48M<0.01%+4,62313F-HRTimelineGroup
Midwest Trust Co110,928$3.42M0.04%-25,12413F-HRTimeline
Shulman DeMeo Asset Management LLC105,776$3.26M0.69%-4,49513F-HRTimeline
Rosenberg Matthew Hamilton102,305$3.16M0.65%+7,13813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co98,275$3.03M<0.01%-6,83113F-HRTimelineGroup
Investors Research Corp88,842$2.74M0.52%-1,88713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,202$2.66M0.01%-36213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC80,425$2.48M0.1%-1,77413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,322$2.48M<0.01%-2,42613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,127$2.16M<0.01%+26,47513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61,425$1.89M0.07%+1,18713F-HRTimelineGroup
Aspetuck Financial Management LLC55,965$1.73M1.18%+25013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC55,830$1.72M0.17%-6,12113F-HRTimelineGroup
Orion Porfolio Solutions, LLC53,574$1.65M0.01%-1,71713F-HRTimeline
FDx Advisors, Inc.51,991$1.6M0.51%new13F-HRTimeline
Crestwood Advisors Group, LLC50,729$1.56M0.03%+37,80013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\48,275$1.49M<0.01%+17,36813F-HRTimelineGroup
Private Advisor Group, LLC47,204$1.46M0.01%+78413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,310$1.4M<0.01%-59813F-HRTimelineGroup
Wealthspire Retirement, LLC40,453$1.25M0.07%+40513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,263$1.24M0.02%+113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,094$1.24M<0.01%-3,84313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,507$1.22M<0.01%-84513F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV37,970$1.17M1%+4,85813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,064$1.14M<0.01%+6,34113F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding35,891$1.11M+15,014Timeline
Financial Insights, Inc.32,095$990K0.32%+4,47613F-HRTimeline
Provenance Wealth Advisors, LLC31,535$973K0.1%013F-HRTimeline
GREENLEAF TRUST28,756$887K0.01%-8,34013F-HRTimeline
Strategic Financial Concepts, LLC28,210$870K0.21%new13F-HRTimeline
XML Financial, LLC26,984$832K0.07%-5,54213F-HRTimeline
NewEdge Advisors, LLC25,790$795K<0.01%+35913F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC25,512$787K0.05%-5013F-HRTimeline
Betterment LLC24,784$764K<0.01%+513F-HRTimeline
Breachway Investments LLC23,741$730K0.7%+5013F-HRTimeline
Pure Financial Advisors, LLC23,669$730K0.01%-45913F-HRTimeline
Atlas Private Wealth Advisors23,604$728K0.17%-14,78313F-HRTimeline
Cambridge Investment Research Advisors,…22,787$703K<0.01%-10,04213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,208$685K<0.01%-9,76413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.21,916$676K0.04%013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/20,524$644K0.41%+41313F-HRTimeline
Bath Savings Trust Co19,962$616K0.07%-17513F-HRTimeline
Euro Pacific Asset Management, LLC19,030$604K0.06%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC18,806$580K0.1%-46413F-HRTimeline
CWM, LLCin group CWM, LLC17,039$525K<0.01%+11,06013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,924$522K<0.01%-68313F-HRTimeline
CGN Advisors LLC16,371$505K0.04%-6,21113F-HRTimeline
McAdam, LLC15,567$480K0.02%-74713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,533$448K<0.01%+1,01113F-HRTimelineGroup
Camarda Financial Advisors, LLC13,621$420K0.22%+32713F-HRTimeline
Inscription Capital, LLC13,063$403K0.04%013F-HRTimeline
Wedmont Private Capital12,386$387K0.01%+20813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,359$381K0.14%-13,45513F-HRTimeline
Sequent Planning LLC12,238$377K0.09%+22513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,767$363K0.05%+1713F-HRTimeline
PRIVATE TRUST CO NA11,448$353K0.03%-1,82213F-HRTimeline
Artemis Wealth Advisors, LLC10,865$335K0.05%+11313F-HRTimeline
WealthPoint Financial, LLC10,472$323K0.27%+2,30413F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,000$308K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,695$299K<0.01%+1,54413F-HRTimeline
TD Capital Management LLC9,141$282K0.03%-313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,891$274K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning8,570$264K<0.01%+18613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,415$260K<0.01%-48613F-HRTimelineGroup
Wayfinding Financial, LLC8,211$253K0.11%+1,71013F-HRTimeline
FORM Wealth Advisors, LLC8,176$252K0.03%+9113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,105$250K<0.01%-66513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,100$250K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,010$247K<0.01%+36913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,910$244K<0.01%+6713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC7,838$242K<0.01%new13F-HRTimeline
Gotham Asset Management, LLC7,732$238K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC7,655$236K<0.01%+69913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,637$236K<0.01%-20813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,637$236K<0.01%-3,60513F-HRTimeline
Amicus Financial Advisors, LLC7,574$234K0.06%-1213F-HRTimeline
DAVENPORT & Co LLC7,517$232K<0.01%+15713F-HRTimeline
Crumly & Associates Inc.7,368$227K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC7,369$227K0.01%-27613F-HRTimeline
Sharper & Granite LLC7,310$225K0.08%-6,22013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,005$216K<0.01%-33,38613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,717$213K<0.01%-3213F-HRTimelineGroup
Independent Advisor Alliance6,646$205K<0.01%new13F-HRTimeline
HighTower Advisors, LLC6,606$204K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,673$175K<0.01%+4913F-HRTimeline
Medallion Wealth Advisors, LLC5,365$165K0.05%-1,21713F-HRTimeline
Tradewinds Capital Management, LLC5,155$159K0.03%-63013F-HRTimeline
Farther Finance Advisors, LLC5,072$156K<0.01%+2213F-HRTimeline
MAI Capital Management4,399$136K<0.01%-28813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,138$127K0.01%-4713F-HRTimeline
Napier Financial, LLC2,780$85.7K0.02%new13F-HRTimeline
IFP Advisors, Inc2,765$85.3K<0.01%+15713F-HRTimeline
WFA of San Diego, LLC2,649$81.7K0.07%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,586$79.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,298$70.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,007$61.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC2,000$61.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,678$51.7K<0.01%-5213F-HRTimeline
SRH ADVISORS, LLC1,620$50K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,585$48.9K0.02%-20413F-HRTimeline
JDM Financial Group LLC1,350$41.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,299$40.1K<0.01%013F-HRTimeline
Key Financial Inc1,291$39.8K0.01%013F-HRTimeline
CITY HOLDING CO1,161$35.8K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,158$35.7K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,152$35.5K<0.01%-35013F-HRTimeline
Rialto Wealth Management, LLC1,087$33.5K0.01%013F-HRTimeline
Cornerstone Planning Group LLC785$24.6K<0.01%+1413F-HRTimeline
Capital Investment Advisory Services, L…711$21.9K<0.01%-14213F-HRTimeline
PARK NATIONAL CORP /OH/703$21.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC547$16.9K<0.01%new13F-HRTimeline
Triumph Capital Management542$16.7K<0.01%+7813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC461$14.2K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$13.9K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.445$13.7K0.01%-1013F-HRTimeline
Hickory Point Bank & Trust326$10.1K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$9.25K<0.01%013F-HRTimelineGroup
Key Capital Management, INC285$8.79K0.01%+28213F-HRTimeline
AE Wealth Management LLC226$6.97K<0.01%-86413F-HRTimeline
Ashton Thomas Private Wealth, LLC171$5.27K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC152$4.68K<0.01%+113F-HRTimeline
Measured Wealth Private Client Group, L…146$4.5K<0.01%013F-HRTimeline
Arax Advisory Partners118$3.64K<0.01%-18713F-HRTimeline
Front Row Advisors LLC101$3.12K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$3.08K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…93$2.88K<0.01%-10113F-HRTimelineGroup
Costello Asset Management, INC83$2.56K<0.01%+113F-HRTimeline
Nalls Sherbakoff Group, LLC73$2.25K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC57$1.77K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN56$1.73K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26$811<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.24$740<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$463<0.01%new13F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.13$401<0.01%013F-HRTimeline
PMV Capital Advisers, LLC6$173<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$93<0.01%-1713F-HRTimelineGroup
Westfuller Advisors, LLC1$29<0.01%-4113F-HRTimeline
SIGNATUREFD, LLC1$22<0.01%013F-HRTimeline