Stock ownership · SEC 13F · Q4 2025
ST STERT SPDR BLMBG 1 3
A breakdown of ST STERT SPDR BLMBG 1 3's institutional base (CUSIP 78468R663): the holders, the concentration among them, and what changed last quarter.
- $33.2M
- Reported value
- 9
- Institutions
- 88%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ST STERT SPDR BLMBG 1 3 ranks #266 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $33.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 9
- institutions hold it
- $33.2M
- reported 13F value
- 88%
- held by top 5
- #266
- 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, ST STERT SPDR BLMBG 1 3 ranks #266 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 78468R663 · Q4 2025 $33M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #266/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 88% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-MID 9 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - ST STERT SPDR BLMBG 1 3's top-five holders account for 88% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ST STERT SPDR BLMBG 1 3
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ST STERT SPDR BLMBG 1 3 position has held steady from 9 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Titan Investment Management LLC | 111,071 | $10.1M | 30.5% |
| 2 | Compass Financial Services Inc | 74,585 | $6.8M | 20.5% |
| 3 | GFI Investment Counsel Ltd. | 63,217 | $5.8M | 17.4% |
| 4 | OakTrust Wealth Advisors, LLC | 39,018 | $3.6M | 10.7% |
| 5 | Stone Wealth Partners | 32,020 | $2.9M | 8.8% |
| 6 | Macco Financial Group, Inc. | 27,927 | $2.6M | 7.7% |
| 7 | Barnes Wealth Management Group, Inc | 11,899 | $1.1M | 3.3% |
| 8 | Astoria Portfolio Advisors LLC. | 3,868 | $354K | 1.1% |
| 9 | Strategic Investment Solutions, Inc. /IL | 143 | $13K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ST STERT SPDR BLMBG 1 3's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (9)
Complete exits (8)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ST STERT SPDR BLMBG 1 3: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($33.2M 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.