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-MID · BOOK-FULL

  • VALUE-LIGHT #503/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 96% top-5
  • PHOTO-FINISH ALLIANCEBERNSTEIN HL…
  • ACTIVITY-MID 7 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 HL… · near$7MISHARES TR · near$7MISHARES SELECT DIVID… · near$7M
Aggregate reported institutional value ($)
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%

Latest Quarter Activity · Q4 2025

New positions (7)

MidFirst Bank $4.8M
Tempo Wealth, LLC $1.2M
SSA SWISS ADVISORS AG $473K
Clear Retirement Advice LLC $349K
Stone Wealth Partners $211K
Anchor Investment Management, LLC $95K

Complete exits (14)

Maven Securities LTD exited
PCG ASSET MANAGEMENT, LLC exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
Manhattan West Asset Management, LLC exited
Watts Gwilliam & Co., LLC exited

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 2026-05-16.