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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

87 managers (87 13F filers) reported a position in IBND shares at 2024-12-31, 4,343,984 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
87
13F filers
87
New
21
Added
31
Reduced
14
Sold out
5
Shares held by filers
4,343,984

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
Checchi Capital Advisers, LLC601,269$17.1M1.27%-14,88313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC345,287$9.79M1.22%+10,08213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY234,867$6.66M<0.01%+44,91013F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…212,216$6.02M0.2%+12,90513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP184,082$5.22M<0.01%+16,10413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,531$5.15M<0.01%+82,20413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,651$5.12M<0.01%+86,99213F-HRTimelineGroup
LEUTHOLD GROUP, LLC177,530$5.03M0.6%-4,37013F-HRTimeline
Idaho Trust Co172,820$4.9M2.47%+7,68913F-HRTimeline
LPL Financial LLC162,294$4.6M<0.01%+84,22313F-HRTimeline
N.E.W. Advisory Services LLC135,864$3.85M0.37%+6,33813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,042$3.77M0.01%+62,99013F-HRTimelineGroup
Obsido Oy113,627$3.22M2.9%13F-HRTimeline
Rathbones Group PLC110,463$3.13M0.02%+10,39013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC106,234$3.01M0.02%+8,47413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,646$3M<0.01%+86,65513F-HRTimelineGroup
Davies Financial Advisors, Inc.105,185$2.98M2.54%new13F-HRTimeline
Sound Income Strategies, LLC89,940$2.55M0.16%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,497$1.77M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC56,343$1.6M<0.01%+49,27813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,764$1.44M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,111$1.36M<0.01%+9,10713F-HRTimelineGroup
Fisher Asset Management, LLC46,197$1.31M<0.01%013F-HRTimeline
AE Wealth Management LLC42,437$1.2M0.01%+1,16613F-HRTimeline
Cambridge Investment Research Advisors,…40,234$1.14M<0.01%+16,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,688$1.13M<0.01%new13F-HRTimelineGroup
Insight Advisors, LLC/ PA38,152$1.09M0.19%+5,00013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich34,726$1.09M<0.01%+8,30513F-HRTimeline
Tempus Wealth Planning, LLC36,572$1.04M0.32%-1,27813F-HRTimeline
F/m Investments LLC35,676$1.01M0.04%-42,43613F-HRTimeline
Janney Montgomery Scott LLC32,042$909K<0.01%new13F-HRTimeline
LAM GROUP, INC.31,425$891K0.64%-68,28513F-HRTimeline
NewEdge Advisors, LLC29,804$845K0.01%+2,45213F-HRTimeline
Haven Private, LLC24,240$687K0.38%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,838$676K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC21,089$598K0.01%-83913F-HRTimeline
FLOW TRADERS U.S. LLC20,200$573K0.02%new13F-HRTimeline
Omega Financial Group, LLC19,987$567K0.21%-5613F-HRTimeline
Advisory Services Network, LLC19,164$543K0.01%new13F-HRTimeline
BTS Asset Management, Inc.16,665$473K0.47%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,944$452K0.05%new13F-HRTimeline
Cetera Investment Advisers15,224$432K<0.01%+7,56613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,888$422K<0.01%+2,09613F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,010$369K<0.01%+74913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,867$365K<0.01%+2,67813F-HR/ATimelineGroup
Strategic Advocates LLC12,759$362K0.12%-27,55613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,594$329K<0.01%new13F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO11,027$316K0.1%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,934$310K0.07%new13F-HRTimeline
RPg Family Wealth Advisory, LLC10,930$310K0.11%+5613F-HRTimeline
Cambridge Advisors Inc.10,400$295K0.07%013F-HRTimeline
AMG National Trust Bank10,283$293K0.01%013F-HRTimeline
CW Advisors, LLC9,744$276K<0.01%-1913F-HRTimeline
Independent Advisor Alliance9,327$265K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC9,163$260K0.02%+14613F-HRTimeline
CHOREO, LLC8,064$230K<0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,847$194K0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG6,586$187K<0.01%-35313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,911$181K0.01%new13F-HRTimelineGroup
MAI Capital Management4,930$140K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,185$62K0.01%-11513F-HRTimeline
Geneos Wealth Management Inc.1,500$42.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,354$38.4K<0.01%-1,76613F-HRTimelineGroup
Transcendent Capital Group LLC894$25.4K0.01%+713F-HRTimeline
Urban Financial Advisory Corp882$25K0.01%+713F-HRTimeline
Castleview Partners, LLC506$14.2K0.01%new13F-HR/ATimeline
Glass Jacobson Investment Advisors llc498$14.1K<0.01%+22313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sunbelt Securities, Inc.494$14.1K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC485$13.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/460$13K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.428$12.1K<0.01%+3213F-HRTimeline
Front Row Advisors LLC400$11.3K<0.01%013F-HRTimeline
Breakwater Investment Management248$7.03K<0.01%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC200$5.67K<0.01%new13F-HRTimelineGroup
Pflug Koory, LLC163$4.62K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…135$4K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV64$1.81K<0.01%013F-HRTimeline
NFSG Corp62$1.76K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59$1.67K<0.01%-53113F-HRTimelineGroup
Cape Investment Advisory, Inc.50$1.42K<0.01%new13F-HRTimeline
IFP Advisors, Inc43$1.22K<0.01%+813F-HRTimeline
Plante Moran Financial Advisors, LLC13$369<0.01%013F-HRTimeline
Capital A Wealth Management, LLC12$340<0.01%13F-HRTimeline
FMR LLCin group FMR LLC10$271<0.01%-1513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$170<0.01%new13F-HRTimelineGroup
Allworth Financial LP2$57<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.