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
According to SEC Form 13F-HR filings in this corpus, STATE STRET TEC SELECT ranks #252 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $40.7M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 14
- institutions hold it
- $40.7M
- reported 13F value
- 94%
- held by top 5
- #252
- 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 TEC SELECT ranks #252 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 81369Y803 · Q4 2025 $41M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #252/775
- HOLDERS-NARROW 14 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH DECKERS OUTDOOR
- ACTIVITY-HOT 13 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: DECKERS OUTDOOR CORP
Read with: Ownership concentration guide - STATE STRET TEC SELECT's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · STATE STRET TEC SELECT
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
STATE STRET TEC SELECT vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
14 Top 39% higher than 61% 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 TEC SELECT position has risen from 10 to 14 over the last 8 quarters of 13F filings.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STATE STRET TEC SELECT's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (13)
Complete exits (18)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for STATE STRET TEC SELECT: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($40.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (14 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.