Stock ownership · SEC 13F · Q4 2025
SELECT SECTOR SPDR TR
Who owns SELECT SECTOR SPDR TR (CUSIP 81369Y704)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $8.3M
- Reported value
- 11
- Institutions
- 92%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SELECT SECTOR SPDR TR ranks #482 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $8.3M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 11
- institutions hold it
- $8.3M
- reported 13F value
- 92%
- held by top 5
- #482
- 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 #482 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 81369Y704 · Q4 2025 $8M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-LIGHT #482/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 92% top-5
- PHOTO-FINISH VANGUARD TOTAL
- ACTIVITY-HOT 10 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD TOTAL
Read with: Ownership concentration guide - SELECT SECTOR SPDR TR's top-five holders account for 92% 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.
SELECT SECTOR SPDR TR vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SELECT SECTOR SPDR TR position has risen from 6 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | FLOYD FINANCIAL GROUP LLC | 21,509 | $3.8M | 46.2% |
| 2 | SOUTHERN CAPITAL SERVICES INC /ADV | 11,626 | $1.8M | 21.9% |
| 3 | Tempo Wealth, LLC | 7,606 | $1.2M | 14.3% |
| 4 | Astoria Portfolio Advisors LLC. | 2,342 | $409K | 5.0% |
| 5 | Clear Retirement Advice LLC | 2,377 | $403K | 4.9% |
| 6 | Barnes Wealth Management Group, Inc | 1,583 | $246K | 3.0% |
| 7 | Investment Insight Wealth Management, LLC | 1,463 | $227K | 2.8% |
| 8 | Anchor Investment Management, LLC | 426 | $66K | 0.8% |
| 9 | Compass Financial Services Inc | 300 | $47K | 0.6% |
| 10 | MidFirst Bank | 232 | $36K | 0.4% |
| 11 | Bell Investment Advisors, Inc | 145 | $22K | 0.3% |
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:
Latest Quarter Activity · Q4 2025
New positions (10)
Complete exits (10)
Frequently Asked Questions
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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 ($8.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
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.