Stock ownership · SEC 13F · Q4 2025

STATE STRET TEC SELECT

Who owns STATE STRET TEC SELECT (CUSIP 81369Y803)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$40.7M
Reported value
14
Institutions
94%
Top-5 share

The verdict

As of Q4 2025, 14 institutions collectively report $40.7M in STATE STRET TEC SELECT, a stock that is owned by a middling slice of the institutional filer base; ownership here is dominated by its top few institutional owners.

14
institutions hold it
$40.7M
reported 13F value
94%
held by top 5
#138
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$40.7M

Institutional 13F value

Institutions

14

Reporting holders

Top-5 concentration

94%

Held by 5 largest

New buyers

13

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%94%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 61.0%

STATE STRET TEC SELECT is more widely held than about 61% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of STATE STRET TEC SELECT
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
    ARWA LLC $704K
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a STATE STRET TEC SELECT position has risen from 10 to 14 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 14
Distinct 13F filers holding STATE STRET TEC SELECT, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 SOUTHERN CAPITAL SERVICES INC /ADV 167,433 $24.1M 59.2%
2 MidFirst Bank 68,404 $9.8M 24.2%
3 Tempo Wealth, LLC 18,918 $2.7M 6.7%
4 Coastline Complete Wealth LLC 6,901 $993K 2.4%
5 ARWA LLC 4,892 $704K 1.7%
6 FLOYD FINANCIAL GROUP LLC 4,037 $569K 1.4%
7 Barnes Wealth Management Group, Inc 2,715 $391K 1.0%
8 Bell Investment Advisors, Inc 2,558 $368K 0.9%
9 Compass Financial Services Inc 2,087 $300K 0.7%
10 Clear Retirement Advice LLC 2,125 $294K 0.7%
11 Investment Insight Wealth Management, LLC 1,623 $234K 0.6%
12 Anchor Investment Management, LLC 1,108 $160K 0.4%
13 SSA SWISS ADVISORS AG 245 $35K 0.1%
14 Strategic Investment Solutions, Inc. /IL 144 $21K 0.1%

Latest Quarter Activity · Q4 2025

What the data says about STATE STRET TEC SELECT

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold STATE STRET TEC SELECT?
STATE STRET TEC SELECT is held by 14 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of STATE STRET TEC SELECT?
Institutions report $40.7M of STATE STRET TEC SELECT as of Q4 2025.
How concentrated is ownership of STATE STRET TEC SELECT?
The top five institutional holders account for 94% of the reported institutional value in STATE STRET TEC SELECT, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of STATE STRET TEC SELECT?
SOUTHERN CAPITAL SERVICES INC /ADV is the largest reported holder of STATE STRET TEC SELECT with $24.1M across 167,433 shares as of Q4 2025.
Where does this STATE STRET TEC SELECT data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

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.