Stock ownership · SEC 13F · Q4 2025
SPDR SERIES TRUST
Institutional ownership of SPDR SERIES TRUST (CUSIP 78464A508) - who holds it, how concentrated it is, and what moved last quarter.
- $29.8M
- Reported value
- 9
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SPDR SERIES TRUST ranks #281 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $29.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 9
- institutions hold it
- $29.8M
- reported 13F value
- 94%
- held by top 5
- #281
- 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, SPDR SERIES TRUST ranks #281 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 78464A508 · Q4 2025 $30M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #281/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH INVSC BULLETSH 2025…
- ACTIVITY-MID 9 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: INVSC BULLETSH 2025 CRP BND ETF IV
Read with: Ownership concentration guide - SPDR SERIES TRUST's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SPDR SERIES TRUST
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a SPDR SERIES TRUST position has risen from 3 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Tempo Wealth, LLC | 278,551 | $15.8M | 53.1% |
| 2 | Macco Financial Group, Inc. | 89,048 | $5.1M | 17.0% |
| 3 | Clear Retirement Advice LLC | 77,367 | $4.5M | 15.2% |
| 4 | MidFirst Bank | 29,920 | $1.7M | 5.7% |
| 5 | Barnes Wealth Management Group, Inc | 15,191 | $863K | 2.9% |
| 6 | DGS Capital Management, LLC | 9,892 | $562K | 1.9% |
| 7 | OakTrust Wealth Advisors, LLC | 9,344 | $531K | 1.8% |
| 8 | Compass Financial Services Inc | 8,281 | $470K | 1.6% |
| 9 | Diesslin Group, Inc. | 4,928 | $280K | 0.9% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR SERIES TRUST's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (9)
Complete exits (12)
Frequently Asked Questions
How many institutions hold SPDR SERIES TRUST?▼
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What is the total institutional value of SPDR SERIES TRUST?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SPDR SERIES TRUST: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($29.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 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.