Stock ownership · SEC 13F · Q4 2025

SELECT SECTOR SPDR TR

Name: SELECT SECTOR SPDR TR - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-12-31
License: https://creativecommons.org/publicdomain/zero/1.0/

Who owns SELECT SECTOR SPDR TR (CUSIP 81369Y860)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$379K
Reported value: 2
Institutions: 100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $379K in SELECT SECTOR SPDR TR positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it: $379K
reported 13F value: 100%
held by top 5

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

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

SEC Form 13F-HR ownership desk

CUSIP 81369Y860 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

VALUE-TRACE $0.4M
HOLDERS-FOCUS 2 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 1 new
BOOK-FULL 8Q history

Read with: Ownership concentration guide - SELECT SECTOR SPDR TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SELECT SECTOR SPDR TR position has fallen from 4 to 2 over the last 8 quarters of 13F filings.

Distinct 13F filers holding SELECT SECTOR SPDR TR, by quarter

Top Institutional Holders

#	Institution	Shares	Value	Share of reported
1	TD Capital Management LLC	9,019	$364K	96.0%
2	MidFirst Bank	371	$15K	4.0%

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 (1)

MidFirst Bank $15K

Complete exits (8)

Urban Financial Advisory Corp exited

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Blue Fin Capital, Inc. exited

CIBC Private Wealth Group LLC exited

Cherry Tree Wealth Management, LLC exited

Strategic Advocates LLC exited

Frequently Asked Questions

How many institutions hold SELECT SECTOR SPDR TR?▼

SELECT SECTOR SPDR TR is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.

What is the total institutional value of SELECT SECTOR SPDR TR?▼

Institutions report $379K 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 100% 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?▼

TD Capital Management LLC is the largest reported holder of SELECT SECTOR SPDR TR with $364K across 9,019 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 Accessed 2026-09-21 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.