Stock ownership · SEC 13F · Q4 2025

STATE STREET SPDR S&P

Institutional ownership of STATE STREET SPDR S&P (CUSIP 78464A763) - who holds it, how concentrated it is, and what moved last quarter.

$2.9M
Reported value
7
Institutions
99%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, STATE STREET SPDR S&P ranks #646 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $2.9M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

7
institutions hold it
$2.9M
reported 13F value
99%
held by top 5
#646
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, STATE STREET SPDR S&P ranks #646 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 78464A763 · Q4 2025 $3M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #646/775
  • HOLDERS-FOCUS 7 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH BERKLEY W R
  • ACTIVITY-MID 6 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: BERKLEY W R CORP

Read with: Ownership concentration guide - STATE STREET SPDR S&P's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · STATE STREET SPDR S&P

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

EQUITY RESIDENTIAL · near$3MISHARES MSCI EMERGING · near$3MSTATE STREET SPDR S&P · this…$3MBERKLEY W R · near$3MHENRY JACK & ASSOC · near$3M
Aggregate reported institutional value ($)
Largest institutional holders of STATE STREET SPDR S&P
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a STATE STREET SPDR S&P position has risen from 4 to 7 over the last 8 quarters of 13F filings.

24681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding STATE STREET SPDR S&P, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 9,335 $1.3M 45.5%
2 Astoria Portfolio Advisors LLC. 6,165 $954K 33.4%
3 Cross Staff Investments Inc 2,496 $347K 12.2%
4 TD Capital Management LLC 864 $120K 4.2%
5 Anchor Investment Management, LLC 706 $98K 3.4%
6 Compass Financial Services Inc 141 $20K 0.7%
7 Strategic Investment Solutions, Inc. /IL 137 $19K 0.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STATE STREET SPDR S&P's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold STATE STREET SPDR S&P?
STATE STREET SPDR S&P is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does STATE STREET SPDR S&P sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, STATE STREET SPDR S&P ranks #646 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of STATE STREET SPDR S&P?
Institutions report $2.9M of STATE STREET SPDR S&P as of Q4 2025.
How concentrated is ownership of STATE STREET SPDR S&P?
The top five institutional holders account for 99% of the reported institutional value in STATE STREET SPDR S&P, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of STATE STREET SPDR S&P?
MidFirst Bank is the largest reported holder of STATE STREET SPDR S&P with $1.3M across 9,335 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for STATE STREET SPDR S&P: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($2.9M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (7 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.