Stock ownership · SEC 13F · Q4 2025
STATE STRET ENRGY SLECT
Who owns STATE STRET ENRGY SLECT (CUSIP 81369Y506)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $7.7M
- Reported value
- 12
- Institutions
- 85%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, STATE STRET ENRGY SLECT ranks #496 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 12 institutions report $7.7M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 12
- institutions hold it
- $7.7M
- reported 13F value
- 85%
- held by top 5
- #496
- 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 STRET ENRGY SLECT ranks #496 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 81369Y506 · Q4 2025 $8M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-LIGHT #496/775
- HOLDERS-NARROW 12 filers
- CONC-DOM 85% top-5
- PHOTO-FINISH XCEL ENERGY
- ACTIVITY-HOT 11 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: XCEL ENERGY INC
Read with: Ownership concentration guide - STATE STRET ENRGY SLECT's top-five holders account for 85% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · STATE STRET ENRGY SLECT
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
STATE STRET ENRGY SLECT vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
12 Top 59% higher than 41% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a STATE STRET ENRGY SLECT position has fallen from 13 to 12 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | SOUTHERN CAPITAL SERVICES INC /ADV | 84,151 | $3.8M | 49.1% |
| 2 | FLOYD FINANCIAL GROUP LLC | 22,671 | $1.2M | 16.2% |
| 3 | Astoria Portfolio Advisors LLC. | 15,184 | $837K | 10.9% |
| 4 | KW WEALTH MANAGEMENT LLC | 8,260 | $369K | 4.8% |
| 5 | OakTrust Wealth Advisors, LLC | 7,157 | $320K | 4.2% |
| 6 | Tempo Wealth, LLC | 5,912 | $264K | 3.4% |
| 7 | Anchor Investment Management, LLC | 5,772 | $258K | 3.4% |
| 8 | MidFirst Bank | 4,014 | $179K | 2.3% |
| 9 | Compass Financial Services Inc | 3,755 | $168K | 2.2% |
| 10 | SSA SWISS ADVISORS AG | 3,318 | $148K | 1.9% |
| 11 | TD Capital Management LLC | 2,209 | $99K | 1.3% |
| 12 | Strategic Investment Solutions, Inc. /IL | 400 | $18K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STATE STRET ENRGY SLECT's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (11)
Complete exits (16)
Frequently Asked Questions
How many institutions hold STATE STRET ENRGY SLECT?▼
Where does STATE STRET ENRGY SLECT sit among tracked securities?▼
What is the total institutional value of STATE STRET ENRGY SLECT?▼
How concentrated is ownership of STATE STRET ENRGY SLECT?▼
Who is the largest institutional holder of STATE STRET ENRGY SLECT?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for STATE STRET ENRGY SLECT: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($7.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (12 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.