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Disclosery

EBND SPDR SERIES TRUST

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SHS (fund)

212 managers (214 13F filers) reported a position in EBND shares at 2024-12-31, 81,772,639 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
212
13F filers
214
New
32
Added
69
Reduced
57
Sold out
28
Shares held by filers
81,772,639

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co44,787,079$875M0.16%-2,793,30413F-HRTimelineGroup
Empower Advisory Group, LLC21,733,689$424M1.43%+1,521,32013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,281,492$64.1M<0.01%+254,74113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,034,790$39.7M0.05%+51,60813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,255,946$24.5M+112,089Timeline
LPL Financial LLC1,238,324$24.2M0.01%+56,92513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.953,873$18.6M0.07%+2,80013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC630,520$12.3M0.03%+16,59913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/420,932$8.22M<0.01%+3,07613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC304,303$5.94M<0.01%+6,08213F-HRTimelineGroup
Valmark Advisers, Inc.278,377$5.44M0.08%+114,46513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC258,313$5.04M0.05%-48,68513F-HRTimelineGroup
Aspire Private Capital, LLC241,438$4.72M1.17%+10,99413F-HRTimeline
Varma Mutual Pension Insurance Co200,000$3.91M0.03%013F-HRTimeline
City State Bank195,184$3.81M1.34%-20,54813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…137,159$2.68M<0.01%-233,24913F-HRTimelineGroup
UBS Group AGin group UBS Group AG133,621$2.61M<0.01%+3,25313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.119,900$2.34M<0.01%-2,70013F-HRTimelineGroup
Econ Financial Services Corp118,570$2.32M1.33%new13F-HRTimeline
Cambridge Investment Research Advisors,…114,806$2.24M0.01%+9,17413F-HRTimeline
NewEdge Advisors, LLC112,972$2.21M0.01%+10,74613F-HRTimeline
Hibernia Wealth Partners, LLC109,695$2.14M1.64%-108,29213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC105,583$2.06M<0.01%-10,12313F-HRTimelineGroup
Sharkey, Howes & Javer105,052$2.05M0.29%-3,00513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO103,610$2.02M0.04%-1,36713F-HRTimeline
GeoWealth Management, LLC101,041$1.97M0.06%+6,23813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,474$1.88M<0.01%-10,69413F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.95,360$1.86M0.91%+12,49713F-HRTimeline
MACKENZIE FINANCIAL CORP86,823$1.7M<0.01%-33,06013F-HR/ATimeline
Cetera Investment Advisers86,099$1.68M<0.01%+4,81313F-HRTimeline
Raleigh Capital Management Inc.82,457$1.61M0.62%+13,05713F-HRTimeline
Perigon Wealth Management, LLC77,458$1.52M0.04%+21,80913F-HRTimeline
Farther Finance Advisors, LLC72,424$1.41M0.05%+1,12613F-HRTimeline
HighTower Advisors, LLC70,377$1.37M<0.01%+4,57513F-HRTimeline
McNamara Financial Services, Inc.68,758$1.34M0.32%-2,27613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,441$1.28M<0.01%-21,62213F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC54,615$1.07M0.02%-44,03513F-HRTimeline
Walkner Condon Financial Advisors LLC54,232$1.06M0.22%-19413F-HRTimeline
&PARTNERS52,743$1.03M0.01%+1,74513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,283$1.02M<0.01%-30,87713F-HR/ATimelineGroup
Treasure Coast Financial Planning49,359$964K0.64%-25,17713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,192$961K<0.01%+39813F-HR/ATimeline
Tempus Wealth Planning, LLC47,526$928K0.28%-1,51013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,085$919K<0.01%+6,89413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC46,103$900K0.02%+42713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.44,778$875K0.17%+34413F-HRTimeline
Signal Advisors Wealth, LLC44,764$874K0.1%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,770$855K0.01%new13F-HRTimelineGroup
Austin Private Wealth, LLC39,479$771K0.07%+4,57913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,995$742K0.04%-2,68513F-HRTimeline
RFG Advisory, LLC37,959$741K0.02%+2,86113F-HRTimeline
NOVUS ADVISORS, LLC36,042$704K0.7%13F-HRTimeline
Aveo Capital Partners, LLC33,861$661K0.07%+1,42113F-HRTimeline
HARBOUR INVESTMENTS, INC.32,437$634K0.02%+3,70513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30,274$591K0.23%-6,80513F-HRTimeline
Ironwood Wealth Management, LLC.29,258$571K0.18%013F-HRTimeline
IFP Advisors, Inc29,116$569K0.02%-5,36013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,793$543K0.22%-10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,865$505K<0.01%-3,27113F-HRTimelineGroup
DRAVO BAY LLC25,694$502K0.24%+1,92213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,445$497K<0.01%-14,90513F-HRTimelineGroup
Capital CS Group, LLC25,339$495K0.66%+2,47213F-HRTimeline
Upper Left Wealth Management, LLC25,337$495K0.42%+69413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,467$478K<0.01%new13F-HRTimelineGroup
Lifeworks Advisors, LLC23,708$463K0.08%-1,88813F-HRTimeline
Financial Strategies Group, Inc.23,258$454K0.11%+24213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…23,181$453K0.18%+1,33613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,689$443K0.01%+4,33413F-HRTimelineGroup
Creative Planningin group Creative Planning22,256$435K<0.01%-19013F-HRTimelineGroup
Sanctuary Advisors, LLC21,522$432K<0.01%-16,44013F-HRTimeline
Fourth Dimension Wealth, LLC21,566$421K0.22%13F-HRTimeline
Orion Porfolio Solutions, LLC21,144$413K<0.01%+92213F-HRTimeline
Orion Portfolio Solutions, LLC21,144$413K<0.01%+92213F-HRTimeline
Compound Planning, Inc.20,381$398K0.02%+3,52313F-HRTimeline
Balboa Wealth Partners20,088$392K0.09%+1,31613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC19,957$390K0.42%13F-HRTimeline
AE Wealth Management LLC19,053$372K<0.01%+3,22513F-HRTimeline
Private Advisor Group, LLC18,457$360K<0.01%-131,51013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,751$347K0.01%+22313F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.17,611$345K0.24%-2,14013F-HRTimeline
Atria Wealth Solutions, Inc.17,066$333K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,859$329K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,139$315K<0.01%-34,80113F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC16,139$315K0.15%-6513F-HRTimeline
Freedom Investment Management, Inc.15,793$308K0.03%-87213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,770$308K0.02%+30813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,706$307K<0.01%-8,72713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,148$296KnewTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,175$277K<0.01%13F-HR/ATimelineGroup
Kelly Financial Services LLC14,135$276K0.1%-6,48013F-HR/ATimeline
Stark Wealth Management LLC14,049$274K0.2%13F-HRTimeline
FLOW TRADERS U.S. LLC13,043$255K0.01%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,055$255K0.01%-39413F-HRTimeline
Argent Trust Co12,840$251K0.01%+1,56813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,656$247K0.04%-1,95113F-HRTimeline
Csenge Advisory Group12,502$244K0.01%+1,45913F-HRTimeline
Mariner, LLCin group Mariner, LLC12,500$244K<0.01%-2,76913F-HRTimelineGroup
First Citizens Asset Management, Inc.11,828$231K0.08%-1,01913F-HR/ATimeline
K2 Financial Inc.11,645$227K0.23%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC11,466$224K0.1%new13F-HRTimeline
Bleakley Financial Group, LLC11,080$216K0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC10,765$210K0.07%+39213F-HRTimeline
Wealthfront Advisers LLC10,699$209K<0.01%+68413F-HR/ATimeline
TOWNSQUARE CAPITAL LLC10,687$209K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC10,455$204K0.01%+3,84013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC10,236$200K0.07%new13F-HRTimeline
Geneos Wealth Management Inc.9,855$192K0.01%-613F-HRTimeline
Global Financial Private Client, LLC8,462$165K0.06%+44813F-HRTimeline
EP Wealth Advisors, LLC7,218$141K<0.01%-5,83913F-HRTimeline
LFA - Lugano Financial Advisors SA7,185$140K0.09%013F-HRTimeline
Sandy Spring Bank6,400$125K0.01%013F-HRTimeline
Tortoise Investment Management, LLC6,050$118K0.01%013F-HR/ATimeline
Castleview Partners, LLC5,795$113K0.06%+84913F-HR/ATimeline
COMERICA BANK5,805$113K<0.01%+73513F-HR/ATimeline
Versant Capital Management, Inc5,463$107K0.02%013F-HRTimeline
Balefire, LLC5,409$106K0.04%+7313F-HRTimeline
WPG Advisers, LLC5,190$101K0.09%13F-HRTimeline
FMR LLCin group FMR LLC4,754$92.8K<0.01%-1313F-HRTimelineGroup
Breakwater Investment Management4,660$91K0.04%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,390$85.7K<0.01%+74413F-HRTimelineGroup
Richard W. Paul & Associates, LLC4,153$81.1K0.03%+6613F-HRTimeline
Allworth Financial LP3,902$77.9K<0.01%+3,27313F-HRTimeline
Caitlin John, LLC3,636$71K0.05%-4813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,378$66K<0.01%+44113F-HRTimelineGroup
Larson Financial Group LLC2,700$52.7K<0.01%+66613F-HRTimeline
Steward Partners Investment Advisory, L…2,663$52K<0.01%+37013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,565$50K<0.01%-32513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,054$40K<0.01%-22913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,000$39.1K<0.01%013F-HR/ATimelineGroup
TD Waterhouse Canada Inc.1,964$38.4K<0.01%-2913F-HRTimeline
Quest 10 Wealth Builders, Inc.1,540$30.1K0.03%13F-HRTimeline
Pacifica Partners Inc.1,335$26.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,293$25.2K<0.01%-10513F-HRTimeline
CWM, LLCin group CWM, LLC1,200$23K<0.01%-4,60613F-HRTimelineGroup
Cornerstone National Bank & Trust Co1,100$21.5K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,040$20.3K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,034$20.2K<0.01%+14413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,014$19.8K<0.01%-2,00713F-HRTimelineGroup
Parallel Advisors, LLC995$19.4K<0.01%-5013F-HRTimeline
BOK Financial Private Wealth, Inc.970$18.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC936$18.3K<0.01%+58513F-HRTimeline
Synergy Investment Management, LLC923$18K0.01%13F-HRTimeline
SBI Securities Co., Ltd.853$16.7K<0.01%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS727$14.2K0.01%+5813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV696$13.6K<0.01%+60813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.620$12.1K0.01%new13F-HRTimeline
Transce3nd, LLC581$11.3K<0.01%13F-HRTimeline
Global Retirement Partners, LLC551$10.8K<0.01%-14913F-HRTimeline
Jackson Hole Capital Partners, LLC535$10.4K<0.01%013F-HRTimeline
MCF Advisors LLC525$10.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP490$9.57K<0.01%-53513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…459$8.96K<0.01%013F-HRTimelineGroup
MAI Capital Management447$8.74K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO416$8.12K<0.01%new13F-HRTimelineGroup
Transcendent Capital Group LLC396$7.74K<0.01%+713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/334$6.52K<0.01%-7,70213F-HRTimelineGroup
Integrity Financial Corp /WA284$5.55K<0.01%new13F-HRTimeline
NorthRock Partners, LLC264$5.16K<0.01%+9113F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC254$4.96K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC252$4.92K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC228$4.45K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC215$4.2K<0.01%-213F-HRTimeline
Westside Investment Management, Inc.214$4.18K<0.01%013F-HRTimeline
Avion Wealth251$4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…167$4K<0.01%013F-HRTimelineGroup
Mattson Financial Services, LLC165$3.51K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.178$3.5K<0.01%013F-HRTimelineGroup
Investors Research Corp162$3.16K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC148$2.89K<0.01%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.143$2.79K<0.01%new13F-HRTimeline
Human Investing LLC124$2.42K<0.01%new13F-HRTimeline
Continuum Advisory, LLC123$2.4K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC109$2.32K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC115$2.25K<0.01%new13F-HRTimeline
REAP Financial Group, LLC111$2.17K<0.01%+713F-HRTimeline
Truvestments Capital LLC110$2.15K<0.01%013F-HRTimeline
Robinswood Financial LLC107$2.1K<0.01%-80213F-HRTimeline
Blue Trust, Inc.102$1.99K<0.01%-68313F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…98$1.91K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…97$1.89K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC93$1.82K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC68$1.33K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC66$1.29K<0.01%013F-HRTimeline
FSA Wealth Management LLC64$1.25K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC62$1.21K<0.01%-12613F-HRTimeline
Element Wealth, LLC62$1.21K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL55$1.07K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC41$1K<0.01%new13F-HRTimeline
Covestor Ltd40$1K<0.01%+2713F-HRTimeline
Coppell Advisory Solutions LLC47$920<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$859<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC40$781<0.01%+313F-HRTimelineGroup
Hexagon Capital Partners LLC40$781<0.01%013F-HRTimeline
Financial Management Professionals, Inc.31$605<0.01%013F-HRTimeline
Salomon & Ludwin, LLC31$605<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.30$587<0.01%013F-HRTimeline
CNB Bank30$586<0.01%013F-HRTimeline
Key Financial Inc27$527<0.01%new13F-HRTimeline
NBZ Investment Advisors LLC27$527<0.01%13F-HRTimeline
Bullock Wealth Management Group23$449<0.01%013F-HRTimeline