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Disclosery

IBND SPDR SERIES TRUST

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SST SPDR BLOOMBE (fund)

121 managers (122 13F filers) reported a position in IBND shares at 2025-12-31, 8,312,422 shares in all. 19 filers opened a position and 19 filers sold out during the quarter.

Managers
121
13F filers
122
New
19
Added
36
Reduced
37
Sold out
19
Shares held by filers
8,312,422

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Farther Finance Advisors, LLC1,285,819$41.3M0.44%+272,65413F-HRTimeline
Checchi Capital Advisers, LLC705,423$22.7M1.54%+7,19513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC562,633$18.1M1.81%+54,93013F-HRTimeline
Lifestyle Asset Management, Inc.484,372$15.6M5.06%+27,49913F-HRTimeline
LAM GROUP, INC.326,356$10.5M6%+45,50113F-HRTimeline
LPL Financial LLC299,477$9.62M<0.01%-57,42513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding279,869$8.99M+26,671Timeline
LEUTHOLD GROUP, LLC255,293$8.2M0.89%-1,57513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/251,898$8.09M<0.01%+13,85713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY206,320$6.62M<0.01%-65,42613F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP203,648$6.54M<0.01%+13,58613F-HRTimelineGroup
NewSquare Capital LLC179,491$5.76M0.51%-66,37213F-HRTimeline
Obsido Oy146,968$4.72M2.9%+35,21713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,698$4.58M<0.01%-2,44013F-HRTimelineGroup
Hobart Private Capital, LLC140,653$4.52M0.88%-6313F-HRTimeline
N.E.W. Advisory Services LLC135,201$4.34M0.32%new13F-HRTimeline
LFA - Lugano Financial Advisors SA125,422$4.03M2.08%+63513F-HRTimeline
Rathbones Group PLC119,793$3.85M0.02%-1,66013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,144$3.83M<0.01%-28,77313F-HRTimelineGroup
Israel Discount Bank of New York114,358$3.67M9.99%+49,99313F-HRTimeline
CFG Wealth Management Services, Inc.111,690$3.59M3.27%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,921$2.98M<0.01%+3,41413F-HRTimelineGroup
UBS Group AGin group UBS Group AG91,874$2.95M<0.01%+61,41213F-HRTimelineGroup
Prospera Financial Services Inc85,130$2.73M0.04%-6,31113F-HRTimeline
Nilsine Partners, LLC83,911$2.69M0.23%+6,32513F-HRTimeline
SYKON CAPITAL LLC78,190$2.51M0.81%-26,16013F-HRTimeline
Idaho Trust Co73,214$2.35M0.78%-73,56513F-HRTimeline
FSA WEALTH PARTNERS, INC.72,473$2.33M0.84%+37,72413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,177$2.29M<0.01%+23,68713F-HRTimelineGroup
AE Wealth Management LLC69,385$2.23M0.01%-2,31813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,946$2.15M0.02%+2,18713F-HRTimelineGroup
Aspect Partners, LLC63,458$2.04M0.89%new13F-HRTimeline
Cambridge Investment Research Advisors,…62,635$2.01M0.01%-1,61113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…58,982$1.89M0.07%+15,65513F-HRTimeline
Cerity Partners OCIO LLCin group Cerity Partners LLC58,116$1.87M0.1%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…56,598$1.82M0.03%-54,34613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP53,374$1.71M<0.01%-71313F-HRTimelineGroup
OPTIMA CAPITAL LLC48,070$1.54M0.67%new13F-HRTimeline
VanderPol Investments L.L.C.40,835$1.31M2.5%-3,71513F-HRTimeline
F/m Investments LLC40,366$1.29M0.05%+4,69013F-HRTimeline
Haven Private, LLC37,391$1.2M0.53%+3,04913F-HRTimeline
Insight Advisors, LLC/ PA37,003$1.19M0.18%-1,24313F-HRTimeline
MML INVESTORS SERVICES, LLC36,407$1.17M<0.01%+4,68213F-HRTimeline
Tempus Wealth Planning, LLC34,133$1.1M0.25%-65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,938$1.06M<0.01%-3,47113F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV31,072$998K0.08%-1,268,73313F-HRTimeline
Wagner Wealth Management, Corp29,951$962K0.95%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,840$926K<0.01%+27,18513F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich26,295$844K<0.01%-2,44613F-HRTimeline
BARINGS LLCin group BARINGS LLC26,088$838K0.02%-68,56813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,245$779K<0.01%-76213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23,942$769K0.06%-1,60913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,488$754K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,416$752K<0.01%+87313F-HRTimeline
Keating Financial Advisory Services, In…22,710$729K0.1%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD22,351$718K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,935$672K<0.01%+63613F-HRTimeline
Hyundai Investments Co., Ltd.19,998$642K0.63%new13F-HRTimeline
D.A. DAVIDSON & CO.17,956$577K<0.01%-5913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,689$568K<0.01%+28213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,341$557K<0.01%+1,50813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,719$537K<0.01%new13F-HRTimelineGroup
Omega Financial Group, LLC16,079$516K0.17%-15713F-HRTimeline
AMG National Trust Bank14,300$459K0.01%013F-HRTimeline
PFG Investments, LLC14,225$457K0.02%+29813F-HRTimeline
NerdWallet Wealth Partners, LLC16,518$453K0.2%013F-HRTimeline
Patten Group, Inc.13,354$429K0.08%+1,01213F-HRTimeline
Strategic Advocates LLC12,020$386K0.1%013F-HRTimeline
Cetera Investment Advisers11,720$376K<0.01%-1,13913F-HRTimeline
&PARTNERS10,146$369K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,010$354K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.10,853$349K0.01%+49513F-HRTimeline
Cambridge Advisors Inc.10,400$334K0.06%013F-HRTimeline
Odyssey Capital Advisors, Inc.9,569$307K0.27%13F-HRTimeline
RPg Family Wealth Advisory, LLC9,226$296K0.07%-85713F-HRTimeline
Davies Financial Advisors, Inc.8,924$287K0.53%-7,02513F-HRTimeline
Independent Advisor Alliance8,863$285K0.01%-91613F-HRTimeline
Risk Paradigm Group, LLC8,822$283K0.27%13F-HRTimeline
Foundations Investment Advisors, LLC8,639$277K<0.01%-75,76013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…8,580$276K0.1%+2,70813F-HRTimeline
Destination Wealth Management8,531$274K0.01%013F-HRTimeline
Austin Private Wealth, LLC6,792$218K0.02%+47013F-HRTimeline
Advisory Services Network, LLC6,503$209K<0.01%-13,43013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,492$208K<0.01%new13F-HRTimelineGroup
Tennessee Valley Asset Management Partn…6,233$200K0.03%new13F-HRTimeline
North Star Investment Management Corp.5,095$164K0.01%new13F-HRTimeline
MAI Capital Management4,793$154K<0.01%-5113F-HRTimeline
AdvisorNet Financial, Inc3,920$126K0.01%013F-HRTimeline
IFP Advisors, Inc3,136$101K<0.01%+4513F-HRTimeline
NewEdge Advisors, LLC3,050$97.9K<0.01%-59513F-HRTimeline
Triumph Capital Management1,796$57.7K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,678$53.9K<0.01%+1,52513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,608$51.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$48.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,494$48K0.01%-13,69413F-HRTimeline
Allworth Financial LP1,465$47K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,264$40.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,211$38.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC971$31K<0.01%013F-HR/ATimelineGroup
Urban Financial Advisory Corp905$29.1K0.01%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…759$24.4K<0.01%new13F-HR/ATimelineGroup
PRIVATE TRUST CO NA693$22.3K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.494$15.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/460$14.8K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.455$14.6K0.01%13F-HRTimeline
Front Row Advisors LLC400$12.8K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC293$9.41K<0.01%+28713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.254$8.16K<0.01%-21313F-HRTimeline
COMERICA BANK250$8.03K<0.01%013F-HRTimeline
Breakwater Investment Management248$7.96K<0.01%013F-HRTimeline
Sound Income Strategies, LLC235$7.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…225$7.22K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.203$6.53K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC195$6.26K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC184$5.91K<0.01%new13F-HRTimeline
Pflug Koory, LLC163$5.23K<0.01%013F-HRTimeline
NFSG Corp62$1.99K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.50$1.61K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$322<0.01%013F-HRTimeline
Global Retirement Partners, LLC8$260<0.01%-29,69913F-HRTimeline
Darwin Wealth Management, LLC7$224<0.01%new13F-HRTimeline