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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

110 managers (111 13F filers) reported a position in IBND shares at 2025-06-30, 9,780,448 shares in all. 45 filers opened a position and 5 filers sold out during the quarter.

Managers
110
13F filers
111
New
45
Added
34
Reduced
17
Sold out
5
Shares held by filers
9,780,448

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,413,828$111M5.49%new13F-HRTimeline
Checchi Capital Advisers, LLC649,084$21.2M1.48%-487,03213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC409,110$13.3M1.54%+59,49513F-HRTimeline
Redhawk Wealth Advisors, Inc.344,874$11.2M1.41%new13F-HRTimeline
Cambria Investment Management, L.P.267,843$8.71M0.59%new13F-HRTimeline
LEUTHOLD GROUP, LLC256,592$8.36M1%+119,31413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding240,574$7.84M+13,411Timeline
NewSquare Capital LLC235,831$7.69M0.57%new13F-HRTimeline
LAM GROUP, INC.228,190$7.44M4.97%+94,26013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201,422$6.56M<0.01%+45,30313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP181,850$5.93M<0.01%-2,25113F-HRTimelineGroup
SYKON CAPITAL LLC170,004$5.54M2.02%+131,01913F-HRTimeline
Idaho Trust Co155,668$5.07M1.81%+24,99613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC148,387$4.84M0.01%+91,42013F-HRTimelineGroup
LPL Financial LLC144,021$4.69M<0.01%+60,99813F-HRTimeline
Hobart Private Capital, LLC141,731$4.62M1.05%new13F-HRTimeline
Rathbones Group PLC139,938$4.56M0.02%+29,61013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,165$4.34M<0.01%+43,60713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN129,398$4.22M<0.01%+113,32013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,864$4.2M<0.01%-87,51713F-HRTimelineGroup
LFA - Lugano Financial Advisors SA124,430$4.04M2.39%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC117,248$3.82M0.44%new13F-HRTimelineGroup
Obsido Oy113,055$3.68M2.8%-4,37913F-HRTimeline
Prospera Financial Services Inc95,347$3.11M0.06%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…83,316$2.72M0.06%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,171$2.71M0.02%+11013F-HRTimelineGroup
Foundations Investment Advisors, LLC74,608$2.43M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,231$2.16M<0.01%+42,14913F-HRTimelineGroup
HighTower Advisors, LLC61,653$2.01M<0.01%+54,60113F-HRTimeline
AE Wealth Management LLC61,433$2M0.01%+17,80013F-HRTimeline
Good Life Advisors, LLC61,061$1.99M0.12%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,007$1.76M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…51,011$1.66M0.01%+30,71313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,625$1.55M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,327$1.51M<0.01%-3,16713F-HRTimelineGroup
Fisher Asset Management, LLC46,234$1.51M<0.01%+3713F-HRTimeline
Insight Advisors, LLC/ PA39,171$1.28M0.21%-25713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich38,911$1.27M<0.01%+2,41213F-HR/ATimeline
VanderPol Investments L.L.C.38,865$1.27M2.66%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,105$1.24M<0.01%new13F-HRTimelineGroup
F/m Investments LLC35,676$1.16M0.04%013F-HRTimeline
Tempus Wealth Planning, LLC34,835$1.14M0.28%+46913F-HRTimeline
Global Retirement Partners, LLC28,434$927K0.02%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,330$891K<0.01%+10,78713F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27,146$885K0.08%+27,01113F-HRTimelineGroup
Haven Private, LLC26,289$857K0.38%+5,33713F-HRTimeline
Retireful, LLC25,970$846K0.58%new13F-HRTimeline
MML INVESTORS SERVICES, LLC25,790$841K<0.01%new13F-HRTimeline
Client First Investment Management LLC24,513$799K0.49%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,071$784K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,192$756K0.01%+9,66513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD22,351$728K<0.01%+9,17213F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,401$665K0.01%+62413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…18,425$600K0.02%new13F-HRTimeline
Davies Financial Advisors, Inc.16,929$552K0.43%-2,09813F-HRTimeline
D.A. DAVIDSON & CO.16,476$537K<0.01%new13F-HRTimeline
Omega Financial Group, LLC16,391$534K0.19%-2,91013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,772$514K0.11%new13F-HRTimeline
Brookwood Investment Group LLC13,851$451K0.07%new13F-HRTimeline
AMG National Trust Bank13,527$441K0.01%+3,24413F-HRTimeline
PFG Investments, LLC13,376$436K0.03%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13,187$430K0.14%new13F-HRTimeline
UBS Group AGin group UBS Group AG12,032$392K<0.01%+4,52913F-HRTimelineGroup
Strategic Advocates LLC12,020$392K0.12%-9313F-HRTimeline
Cetera Investment Advisers11,998$391K<0.01%-74313F-HRTimeline
Advisory Services Network, LLC11,706$369K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,010$359K<0.01%new13F-HRTimelineGroup
RPg Family Wealth Advisory, LLC10,626$346K0.09%-61313F-HRTimeline
Cambridge Advisors Inc.10,400$339K0.07%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,074$328K0.02%new13F-HRTimeline
Patten Group, Inc.10,071$328K0.07%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.9,881$322K0.16%new13F-HRTimeline
CW Advisors, LLC9,548$311K<0.01%-18313F-HRTimeline
BRIGHTON JONES LLC9,151$298K0.01%new13F-HRTimeline
Destination Wealth Management8,531$278K0.01%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,385$271K0.08%new13F-HRTimeline
Independent Advisor Alliance7,472$244K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC7,295$238K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,160$233K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,874$224K<0.01%new13F-HRTimelineGroup
Austin Private Wealth, LLC6,534$213K0.02%new13F-HRTimeline
VANCE WEALTH, LLC6,387$208K0.07%new13F-HRTimeline
CHOREO, LLC6,326$206K<0.01%new13F-HRTimeline
TSA Wealth Managment LLC6,302$205K0.08%new13F-HRTimeline
Sound Income Strategies, LLC5,921$193K0.01%+5,91213F-HRTimeline
MAI Capital Management4,743$155K<0.01%-19913F-HRTimeline
NewEdge Advisors, LLC4,581$149K<0.01%-4,29813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,731$122K0.05%-3,60813F-HRTimeline
IFP Advisors, Inc2,702$88.1K<0.01%+2,66613F-HRTimeline
AdvisorNet Financial, Inc2,185$71.2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,608$52.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$48.9K<0.01%-2,50013F-HRTimeline
Allworth Financial LP1,342$43.7K<0.01%+1,34013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC971$32K<0.01%013F-HRTimelineGroup
Urban Financial Advisory Corp891$29K0.01%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP840$27.2K<0.01%-30313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC502$16.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/460$14.9K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.458$14.9K<0.01%+4613F-HRTimeline
Sunbelt Securities, Inc.494$14K<0.01%013F-HRTimeline
Front Row Advisors LLC400$13K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC432$12.9K0.14%new13F-HRTimeline
Breakwater Investment Management248$8.08K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…225$7.22K<0.01%013F-HRTimeline
Pflug Koory, LLC163$5.31K<0.01%013F-HRTimeline
NFSG Corp62$2.02K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.50$1.63K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC31$1K<0.01%+2113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$326<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.