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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

114 managers (116 13F filers) reported a position in IBND shares at 2026-06-30, 8,432,653 shares in all. 12 filers opened a position and 22 filers sold out during the quarter.

Managers
114
13F filers
116
New
12
Added
40
Reduced
42
Sold out
22
Shares held by filers
8,432,653

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Farther Finance Advisors, LLC2,051,921$64M0.5%+324,28613F-HRTimeline
Checchi Capital Advisers, LLC709,863$22.1M1.41%+71513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC671,979$21M1.81%+49,81213F-HRTimeline
LPL Financial LLC351,948$11M<0.01%-2,30513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY305,103$9.51M<0.01%-56,51813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding290,790$9.07M+14,048Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,148$8.55M<0.01%-93,58313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP238,685$7.44M<0.01%+23,48913F-HRTimelineGroup
LAM GROUP, INC.213,150$6.65M3.3%-2,75013F-HRTimeline
Israel Discount Bank of New York205,477$6.41M11.86%+22,53413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173,116$5.4M<0.01%+20,14513F-HRTimelineGroup
Obsido Oy172,843$5.39M2.88%+13,17113F-HRTimeline
HighTower Advisors, LLC164,173$5.12M<0.01%+100,59013F-HRTimeline
N.E.W. Advisory Services LLC143,210$4.47M0.3%+6,30913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,734$4.29M<0.01%-43,80913F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.125,939$3.93M0.98%+22,74813F-HRTimeline
Rathbones Group PLC121,662$3.79M0.01%-48013F-HRTimeline
UBS Group AGin group UBS Group AG120,049$3.74M<0.01%-1,22513F-HRTimelineGroup
CFG Wealth Management Services, Inc.116,282$3.59M3.37%013F-HRTimeline
AE Wealth Management LLC100,772$3.14M0.01%+21,31813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP92,579$2.88M<0.01%+35,13913F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding91,076$2.84M+3,459Timeline
Idaho Trust Co90,052$2.81M0.82%+6,11113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,213$2.63M<0.01%-59,47613F-HRTimelineGroup
Aspect Partners, LLC81,769$2.55M0.95%+15,53513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments80,831$2.52M0.14%+8,16013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…73,330$2.29M0.06%+7,21813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC61,578$1.92M0.01%-13513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC44,882$1.4M0.04%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,076$1.34M<0.01%+23,55113F-HRTimelineGroup
North Star Investment Management Corp.41,724$1.3M0.07%+8,78413F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC40,366$1.26M0.08%013F-HRTimelineGroup
Insight Advisors, LLC/ PA39,838$1.24M0.22%+1,62813F-HRTimeline
OPTIMA CAPITAL LLC36,447$1.14M0.45%-9,88813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,389$1.1M<0.01%-280,46513F-HRTimelineGroup
Tempus Wealth Planning, LLC35,340$1.1M0.22%+1,10013F-HRTimeline
Haven Private, LLC35,087$1.09M0.42%-2,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,919$1.09M<0.01%-11,26713F-HRTimelineGroup
HEADINVEST, LLC33,425$1.04M0.19%+14,78013F-HRTimeline
HRT FINANCIAL LP32,221$1M<0.01%-81,64213F-HRTimeline
BARINGS LLCin group BARINGS LLC27,966$872K0.02%-50,81213F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,017$842K<0.01%-89,30113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,590$829K<0.01%+12,76513F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich26,131$816K<0.01%+3,72513F-HRTimeline
Family CFO Inc24,982$779K0.3%-41513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,834$743K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,303$695K<0.01%+1,56613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,134$691K<0.01%+2,24713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,072$657K<0.01%-7,81413F-HRTimelineGroup
Hyundai Investments Co., Ltd.20,684$646K0.7%+1,94813F-HRTimeline
Destination Wealth Management19,670$613K0.01%+9,75113F-HRTimeline
Beacon Pointe Advisors, LLC19,000$592K<0.01%-1,69213F-HRTimeline
LEUTHOLD GROUP, LLC18,413$574K0.06%-235,65213F-HRTimeline
Steward Partners Investment Advisory, L…17,843$556K<0.01%-14,13213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,491$545K<0.01%013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC17,033$531K0.12%013F-HRTimeline
Omega Financial Group, LLC15,605$487K0.15%-34213F-HRTimeline
AMG National Trust Bank14,356$448K0.01%+5613F-HRTimeline
Patten Group, Inc.13,941$435K0.07%-31913F-HRTimeline
Integrated Wealth Concepts LLC13,563$423K<0.01%-80,27313F-HRTimeline
MML INVESTORS SERVICES, LLC12,822$400K<0.01%-21,88513F-HRTimeline
Cetera Investment Advisers12,404$387K<0.01%-3,27613F-HRTimeline
Composition Wealth, LLC12,360$385K<0.01%+1,13413F-HRTimeline
Odyssey Capital Advisors, Inc.11,334$353K0.25%+1,76513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,010$343K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance10,998$343K0.01%-6,15513F-HRTimeline
Savvy Advisors, Inc.10,525$328K0.01%new13F-HRTimeline
Cambridge Advisors Inc.10,400$324K0.06%013F-HRTimeline
Wagner Wealth Management, Corp10,208$318K0.26%+1,85313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,780$305K0.09%+86913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,967$280K0.15%new13F-HRTimeline
RPg Family Wealth Advisory, LLC8,953$279K0.05%-10913F-HR/ATimeline
Risk Paradigm Group, LLC8,549$267K0.21%-10913F-HRTimeline
Tennessee Valley Asset Management Partn…8,064$251K0.03%+20413F-HRTimeline
&PARTNERS7,709$240K<0.01%-77013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,518$234K0.03%new13F-HRTimeline
Dunhill Financial, LLC7,179$224K0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC6,831$213K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.6,792$212K<0.01%new13F-HRTimeline
United Advisor Group, LLC6,535$204K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,575$143K0.01%+86113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,930$123K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc3,920$122K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,944$91.8K0.01%-2,93013F-HRTimeline
NewEdge Advisors, LLC2,497$77.9K<0.01%-10513F-HRTimeline
FMR LLCin group FMR LLC2,247$70.1K<0.01%+1,00613F-HRTimelineGroup
IFP Advisors, Inc1,700$53K<0.01%-96413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,648$51.4K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,500$46.8K<0.01%013F-HRTimeline
Allworth Financial LP1,465$45.7K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,332$41.5K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,274$39.7K0.02%-124,43013F-HRTimeline
Hamrick Investment Counsel, llc1,120$34.9K0.02%+52013F-HRTimeline
Urban Financial Advisory Corp874$27.3K0.01%-3513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…850$26.5K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC694$22K<0.01%+6313F-HRTimelineGroup
PRIVATE TRUST CO NA597$18.6K<0.01%-9613F-HRTimeline
HARBOUR INVESTMENTS, INC.550$17.1K<0.01%+33113F-HRTimeline
Triumph Capital Management471$14.7K<0.01%-1,32513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/458$14.3K<0.01%-213F-HRTimelineGroup
Godfrey Financial Associates, Inc.455$14.2K0.01%013F-HRTimeline
Front Row Advisors LLC400$12.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC356$11.1K<0.01%-23,55013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…288$9K<0.01%-8113F-HRTimelineGroup
Breakwater Investment Management248$7.73K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC220$6.86K<0.01%013F-HRTimeline
Pflug Koory, LLC163$5.08K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC105$3.27K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…79$2.46K<0.01%new13F-HRTimelineGroup
NFSG Corp62$1.93K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.50$1.56K<0.01%new13F-HRTimeline
Strategic Advocates LLC15$468<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$312<0.01%013F-HRTimeline
Global Retirement Partners, LLC4$111<0.01%13F-HRTimeline