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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

115 managers (116 13F filers) reported a position in IBND shares at 2025-09-30, 10,034,116 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
115
13F filers
116
New
16
Added
55
Reduced
24
Sold out
8
Shares held by filers
10,034,116

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 /ADV1,299,805$42M4.21%-2,114,02313F-HRTimeline
Farther Finance Advisors, LLC1,013,165$32.7M0.49%new13F-HRTimeline
Checchi Capital Advisers, LLC698,228$22.5M1.55%+49,14413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC507,703$16.4M1.71%+98,59313F-HRTimeline
Lifestyle Asset Management, Inc.456,873$14.8M5.04%new13F-HRTimeline
LPL Financial LLC356,902$11.5M<0.01%+212,88113F-HRTimeline
LAM GROUP, INC.280,855$9.07M5.62%+52,66513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY271,746$8.77M<0.01%+70,32413F-HR/ATimelineGroup
Cambria Investment Management, L.P.268,139$8.64M0.52%+29613F-HR/ATimeline
LEUTHOLD GROUP, LLC256,868$8.29M0.91%+27613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding253,198$8.18M+12,624Timeline
NewSquare Capital LLC245,863$7.94M0.54%+10,03213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC241,980$7.81M0.01%+93,59313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/238,041$7.69M<0.01%+109,17713F-HR/ATimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC234,496$7.64M0.28%+117,24813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP190,062$6.14M<0.01%+8,21213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,917$4.78M<0.01%+14,75213F-HRTimelineGroup
Idaho Trust Co146,779$4.74M1.6%-8,88913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN145,138$4.69M<0.01%+15,74013F-HRTimelineGroup
Hobart Private Capital, LLC140,716$4.54M0.95%-1,01513F-HRTimeline
Systelligence, LLC127,580$4.12M0.78%new13F-HRTimeline
LFA - Lugano Financial Advisors SA124,787$4.02M2.12%+35713F-HRTimeline
Rathbones Group PLC121,453$3.92M0.02%-18,48513F-HRTimeline
Obsido Oy111,751$3.61M2.4%-1,30413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…110,944$3.58M0.07%+27,62813F-HRTimelineGroup
SYKON CAPITAL LLC104,350$3.37M1.12%-65,65413F-HRTimeline
BARINGS LLCin group BARINGS LLC94,656$3.06M0.06%new13F-HRTimelineGroup
Prospera Financial Services Inc91,441$2.95M0.05%-3,90613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,507$2.89M<0.01%+23,27613F-HRTimelineGroup
Foundations Investment Advisors, LLC84,399$2.73M0.04%+9,79113F-HRTimeline
Nilsine Partners, LLC77,586$2.51M0.23%new13F-HRTimeline
AE Wealth Management LLC71,703$2.32M0.01%+10,27013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,840$2.29M<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC64,759$2.09M0.02%-18,41213F-HRTimelineGroup
Israel Discount Bank of New York64,365$2.08M6.15%new13F-HRTimeline
Cambridge Investment Research Advisors,…64,246$2.08M0.01%+13,23513F-HRTimeline
HighTower Advisors, LLC61,716$1.99M<0.01%+6313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,087$1.75M<0.01%+8013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,490$1.53M<0.01%+9,38513F-HRTimelineGroup
VanderPol Investments L.L.C.44,550$1.43M2.78%+5,68513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…43,327$1.4M0.05%+24,90213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,582$1.28M<0.01%-8,04313F-HRTimelineGroup
Insight Advisors, LLC/ PA38,246$1.23M0.19%-92513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,409$1.17M<0.01%+9,07913F-HRTimelineGroup
F/m Investments LLC35,676$1.15M0.04%013F-HRTimeline
Tempus Wealth Planning, LLC34,791$1.12M0.26%-4413F-HRTimeline
FSA WEALTH PARTNERS, INC.34,749$1.12M0.43%+24,86813F-HRTimeline
Haven Private, LLC34,342$1.11M0.49%+8,05313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC33,607$1.09M0.21%+17,83513F-HRTimeline
MML INVESTORS SERVICES, LLC31,725$1.02M<0.01%+5,93513F-HRTimeline
UBS Group AGin group UBS Group AG30,462$984K<0.01%+18,43013F-HRTimelineGroup
Global Retirement Partners, LLC29,707$959K0.02%+1,27313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich28,741$928K<0.01%-10,17013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25,551$825K0.07%-1,59513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,007$807K<0.01%+93613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,488$758K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,543$728K<0.01%-64913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD22,351$722K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,299$655K0.01%-10213F-HRTimeline
Advisory Services Network, LLC19,933$644K0.01%+8,22713F-HRTimeline
D.A. DAVIDSON & CO.18,015$582K<0.01%+1,53913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,407$562K<0.01%-28,92013F-HR/ATimelineGroup
Omega Financial Group, LLC16,236$524K0.18%-15513F-HRTimeline
Davies Financial Advisors, Inc.15,949$515K0.42%-98013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,833$511K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC15,188$490K0.15%+2,00113F-HRTimeline
AMG National Trust Bank14,300$462K0.01%+77313F-HRTimeline
NerdWallet Wealth Partners, LLC16,518$460K0.23%13F-HRTimeline
PFG Investments, LLC13,927$450K0.02%+55113F-HRTimeline
BRIGHTON JONES LLC13,280$429K0.01%+4,12913F-HRTimeline
Cetera Investment Advisers12,859$415K<0.01%+86113F-HRTimeline
Patten Group, Inc.12,342$399K0.08%+2,27113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV12,290$397K0.25%new13F-HRTimeline
Strategic Advocates LLC12,020$388K0.1%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,256$359K0.1%+2,87113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,010$356K<0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.10,400$336K0.07%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,358$334K0.02%+28413F-HRTimeline
RPg Family Wealth Advisory, LLC10,083$326K0.07%-54313F-HRTimeline
Independent Advisor Alliance9,779$316K0.01%+2,30713F-HRTimeline
United Advisor Group, LLC9,695$313K0.04%new13F-HRTimeline
Destination Wealth Management8,531$275K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,160$233K0.02%013F-HRTimeline
Austin Private Wealth, LLC6,322$204K0.02%-21213F-HRTimeline
TSA Wealth Managment LLC6,302$203K0.07%013F-HRTimeline
CHOREO, LLC6,266$202K<0.01%-6013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…5,872$190K0.07%+2,14113F-HRTimeline
MAI Capital Management4,844$156K<0.01%+10113F-HRTimeline
AdvisorNet Financial, Inc3,920$127K0.01%+1,73513F-HRTimeline
NewEdge Advisors, LLC3,645$118K<0.01%-93613F-HRTimeline
IFP Advisors, Inc3,091$99.8K<0.01%+38913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,655$53.2K<0.01%+81513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,608$51.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$48.4K<0.01%013F-HRTimeline
Allworth Financial LP1,465$47.3K<0.01%+12313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC971$31K<0.01%013F-HRTimelineGroup
Urban Financial Advisory Corp897$29K0.01%+613F-HRTimeline
GPS Wealth Strategies Group, LLC505$16.3K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.494$16K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.467$15.1K<0.01%+913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/460$14.8K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC400$12.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC300$9.69K<0.01%new13F-HRTimeline
COMERICA BANK250$8.07K<0.01%new13F-HRTimeline
Breakwater Investment Management248$8.01K<0.01%013F-HRTimeline
Sound Income Strategies, LLC235$7.47K<0.01%-5,68613F-HRTimeline
Federation des caisses Desjardins du Qu…225$7.24K<0.01%013F-HRTimeline
Pflug Koory, LLC163$5.26K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC153$4.96K<0.01%+12213F-HRTimelineGroup
FINANCIAL CONSULATE, INC74$2.39K<0.01%new13F-HRTimeline
NFSG Corp62$2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.50$1.61K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$323<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$194<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp0$8<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.