Stock ownership · SEC 13F · Q4 2025

SPDR SERIES TRUST

Who owns SPDR SERIES TRUST (CUSIP 78464A839)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $1.7M in SPDR SERIES TRUST positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$1.7M
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 78464A839 · Q4 2025 $2M reported

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

  • VALUE-TRACE $1.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

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

Largest institutional holders of SPDR SERIES TRUST
  1. 1
    MidFirst Bank $1.2M
  2. 2
    Tempo Wealth, LLC $394K
  3. 3
    Compass Financial Services Inc $69K
  4. 4
    TD Capital Management LLC $19K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SPDR SERIES TRUST position has risen from 2 to 4 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding SPDR SERIES TRUST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 14,255 $1.2M 71.5%
2 Tempo Wealth, LLC 4,654 $394K 23.3%
3 Compass Financial Services Inc 817 $69K 4.1%
4 TD Capital Management LLC 219 $19K 1.1%

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:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

MidFirst Bank $1.2M
Tempo Wealth, LLC $394K
Compass Financial Services Inc $69K

Complete exits (6)

Asset Dedication, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
ARQ WEALTH ADVISORS, LLC exited
Urban Financial Advisory Corp exited
CIBC Private Wealth Group LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold SPDR SERIES TRUST?▼
SPDR SERIES TRUST is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SPDR SERIES TRUST?▼
Institutions report $1.7M of SPDR SERIES TRUST as of Q4 2025.
How concentrated is ownership of SPDR SERIES TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in SPDR SERIES TRUST, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SPDR SERIES TRUST?▼
MidFirst Bank is the largest reported holder of SPDR SERIES TRUST with $1.2M across 14,255 shares as of Q4 2025.

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.