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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

70 managers (70 13F filers) reported a position in IBND shares at 2025-03-31, 4,082,180 shares in all. 6 filers opened a position and 24 filers sold out during the quarter.

Managers
70
13F filers
70
New
6
Added
21
Reduced
25
Sold out
24
Shares held by filers
4,082,180

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,136,116$33.5M2.37%+534,84713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC349,615$10.3M1.3%+4,32813F-HRTimeline
N.E.W. Advisory Services LLC241,798$7.13M0.55%+105,93413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…227,163$6.7M0.23%+14,94713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/216,381$6.38M<0.01%+35,73013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP184,101$5.43M<0.01%+1913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY156,119$4.6M<0.01%-78,74813F-HRTimelineGroup
LEUTHOLD GROUP, LLC137,278$4.05M0.53%-40,25213F-HRTimeline
LAM GROUP, INC.133,930$3.95M2.91%+102,50513F-HRTimeline
Idaho Trust Co130,672$3.85M1.57%-42,14813F-HRTimeline
Obsido Oy117,434$3.46M2.97%+3,80713F-HRTimeline
Rathbones Group PLC110,328$3.25M0.02%-13513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,558$2.64M<0.01%-91,97313F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,061$2.45M0.02%-23,17313F-HRTimelineGroup
LPL Financial LLC83,023$2.45M<0.01%-79,27113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,967$1.68M<0.01%-76,07513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,494$1.46M<0.01%+1,38313F-HRTimelineGroup
Fisher Asset Management, LLC46,197$1.36M<0.01%013F-HRTimeline
AE Wealth Management LLC43,633$1.29M0.01%+1,19613F-HRTimeline
Insight Advisors, LLC/ PA39,428$1.16M0.2%+1,27613F-HRTimeline
SYKON CAPITAL LLC38,985$1.15M0.44%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich36,499$1.08M<0.01%+1,77313F-HR/ATimeline
F/m Investments LLC35,676$1.05M0.04%013F-HRTimeline
Tempus Wealth Planning, LLC34,366$1.01M0.3%-2,20613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,082$710K<0.01%-81,56413F-HRTimelineGroup
Haven Private, LLC20,952$618K0.35%-3,28813F-HRTimeline
Cambridge Investment Research Advisors,…20,298$599K<0.01%-19,93613F-HRTimeline
Beacon Pointe Advisors, LLC19,777$583K0.01%-1,31213F-HRTimeline
Omega Financial Group, LLC19,301$569K0.22%-68613F-HRTimeline
Davies Financial Advisors, Inc.19,027$561K0.48%-86,15813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,543$488K<0.01%+3,67613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,078$474K<0.01%+1,19013F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,527$399K<0.01%+51713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD13,179$389K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers12,741$376K<0.01%-2,48313F-HRTimeline
Strategic Advocates LLC12,113$357K0.12%-64613F-HRTimeline
RPg Family Wealth Advisory, LLC11,239$331K0.09%+30913F-HRTimeline
Cambridge Advisors Inc.10,400$307K0.07%013F-HRTimeline
AMG National Trust Bank10,283$303K0.01%013F-HRTimeline
CW Advisors, LLC9,731$287K<0.01%-1313F-HRTimeline
NewEdge Advisors, LLC8,879$262K<0.01%-20,92513F-HRTimeline
UBS Group AGin group UBS Group AG7,503$221K<0.01%+91713F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,339$214K0.09%+49213F-HRTimeline
HighTower Advisors, LLC7,052$208K<0.01%-49,29113F-HRTimeline
MAI Capital Management4,942$146K<0.01%+1213F-HRTimeline
Geneos Wealth Management Inc.4,000$118K<0.01%+2,50013F-HRTimeline
MJT & Associates Financial Advisory Gro…3,583$106K0.1%13F-HRTimeline
AdvisorNet Financial, Inc2,185$64.4K<0.01%013F-HRTimeline
Wayfinding Financial, LLC1,788$52K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,608$47.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,143$33.8K<0.01%-21113F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC971$29K<0.01%new13F-HRTimelineGroup
Urban Financial Advisory Corp886$26.1K0.01%+413F-HRTimeline
Sunbelt Securities, Inc.494$14.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc498$14.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/460$13.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.412$12.2K<0.01%-1613F-HRTimeline
Front Row Advisors LLC400$11.8K<0.01%013F-HRTimeline
Breakwater Investment Management248$7.31K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…225$6.38K<0.01%new13F-HRTimeline
Pflug Koory, LLC163$4.81K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…135$4K<0.01%013F-HRTimelineGroup
NFSG Corp62$1.83K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.50$1.48K<0.01%013F-HRTimeline
IFP Advisors, Inc36$1.06K<0.01%-713F-HRTimeline
FMR LLCin group FMR LLC10$282<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC9$258<0.01%-89,93113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$118<0.01%-213F-HRTimelineGroup
Allworth Financial LP2$63<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.