Stock ownership · SEC 13F · Q4 2025

SELECT SECTOR SPDR TR

Who owns SELECT SECTOR SPDR TR (CUSIP 81369Y209)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$7.3M
Reported value
8
Institutions
96%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, SELECT SECTOR SPDR TR ranks #503 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $7.3M as of Q4 2025, with ownership dominated by its top few institutional owners.

8
institutions hold it
$7.3M
reported 13F value
96%
held by top 5
#503
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, SELECT SECTOR SPDR TR ranks #503 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 81369Y209 · Q4 2025 $7M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-LIGHT #503/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 96% top-5
  • PHOTO-FINISH ALLIANCEBERNSTEIN HL…
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: ALLIANCEBERNSTEIN HLDG L P

Read with: Ownership concentration guide - SELECT SECTOR SPDR TR's top-five holders account for 96% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SELECT SECTOR SPDR TR

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

AKAMAI TECHNOLOGIES · near$7MSELECT SECTOR SPDR TR · this…$7MALLIANCEBERNSTEIN HLDG L P ·…$7MISHARES TR · near$7MISHARES SELECT DIVIDEND · ne…$7M
Aggregate reported institutional value ($)
Largest institutional holders of SELECT SECTOR SPDR TR
  1. 1
    MidFirst Bank $4.8M
  2. 2
    Tempo Wealth, LLC $1.2M
  3. 3
    SSA SWISS ADVISORS AG $473K
  4. 4
    Clear Retirement Advice LLC $349K
  5. 5
    Stone Wealth Partners $211K
  6. 6
    TD Capital Management LLC $184K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SELECT SECTOR SPDR TR position has fallen from 9 to 8 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding SELECT SECTOR SPDR TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 30,829 $4.8M 65.5%
2 Tempo Wealth, LLC 7,715 $1.2M 16.4%
3 SSA SWISS ADVISORS AG 3,049 $473K 6.5%
4 Clear Retirement Advice LLC 2,236 $349K 4.8%
5 Stone Wealth Partners 1,365 $211K 2.9%
6 TD Capital Management LLC 1,186 $184K 2.5%
7 Anchor Investment Management, LLC 612 $95K 1.3%
8 Compass Financial Services Inc 24 $4K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SELECT SECTOR SPDR TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold SELECT SECTOR SPDR TR?▼
SELECT SECTOR SPDR TR is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does SELECT SECTOR SPDR TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SELECT SECTOR SPDR TR ranks #503 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of SELECT SECTOR SPDR TR?▼
Institutions report $7.3M of SELECT SECTOR SPDR TR as of Q4 2025.
How concentrated is ownership of SELECT SECTOR SPDR TR?▼
The top five institutional holders account for 96% of the reported institutional value in SELECT SECTOR SPDR TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SELECT SECTOR SPDR TR?▼
MidFirst Bank is the largest reported holder of SELECT SECTOR SPDR TR with $4.8M across 30,829 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SELECT SECTOR SPDR TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($7.3M here).

ALLIANCEBERNSTEIN HLDG L P $7.3M AKAMAI TECHNOLOGIES INC $7.3M ISHARES TR $7.2M ISHARES SELECT DIVIDEND $7.2M

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

AGILENT TECHNOLOGIES INC 8 ALIBABA GROUP HLDG LTD F 8 BIOGEN INC 8 BLOCK INC A 8

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.