SPDR SERIES TRUST (EBND)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
237
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $742.2M | 35,476,754 | 0.10% | 12q | -3.7%-$28.5M |
| Sixth Street Partners Management Company, L.P. | $742.2M | 35,476,754 | 0.10% | new | NEW |
| Empower Advisory Group, LLC | $625.3M | 29,889,679 | 1.49% | 14q | +8.1%+$46.9M |
| CI INVESTMENTS INC. | $172.3M | 8,236,130 | 0.55% | 31q | -0.8%-$1.4M |
| STATE STREET CORP | $54.8M | 2,621,626 | 0.00% | 31q | +4.2%+$2.2M |
| SEI INVESTMENTS CO | $35.4M | 1,691,856 | 0.03% | 20q | -2.3%-$821.8K |
| Varma Mutual Pension Insurance Co | $29.3M | 1,400,000 | 0.16% | 10q | -50.0%-$29.3M |
| LPL Financial LLC | $21.5M | 1,028,619 | 0.00% | 28q | +2.1%+$451.6K |
| BANK OF AMERICA CORP /DE/ | $20.7M | 991,194 | 0.00% | 31q | -7.1%-$1.6M |
| Envestnet Portfolio Solutions, Inc. | $17.8M | 852,054 | 0.09% | 12q | +5.9%+$995.6K |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 626,035 | 0.00% | 31q | +10.8%+$1.3M |
| Hamrick Investment Counsel, llc | $9.7M | 461,539 | 6.40% | 3q | +6.8%+$613.6K |
| Avos Capital Management, LLC | $8.4M | 399,715 | 3.47% | 6q | +6.3%+$495.1K |
| SeaBridge Investment Advisors LLC | $8.2M | 393,524 | 1.19% | 4q | +8.1%+$617.2K |
| SAX WEALTH ADVISORS, LLC | $7.6M | 370,565 | 0.31% | 3q | +6.6%+$472.8K |
| WELLS FARGO & COMPANY/MN | $7.6M | 363,086 | 0.00% | 31q | -45.7%-$6.4M |
| Valmark Advisers, Inc. | $6.7M | 322,224 | 0.07% | 31q | +1.3%+$85.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.5M | 311,003 | 0.00% | 2q | +20482.6%+$6.5M |
| ASSETMARK, INC | $6.5M | 310,927 | 0.01% | 31q | +4.1%+$257.6K |
| HSBC HOLDINGS PLC | $6.0M | 286,191 | 0.00% | 3q | +1.9%+$114.4K |
| MORGAN STANLEY | $5.3M | 255,084 | 0.00% | 35q | -56.8%-$7.0M |
| NewSquare Capital LLC | $5.3M | 254,050 | 0.39% | 4q | HELD |
| Cerity Partners LLC | $5.3M | 251,031 | 0.01% | 2q | +12.2%+$572.6K |
| UBS Group AG | $5.1M | 242,382 | 0.00% | 31q | +8.9%+$413.6K |
| City State Bank | $4.6M | 221,052 | 1.06% | 19q | +2.6%+$115.2K |
| Genesis Wealth Advisors, LLC | $4.4M | 211,659 | 2.65% | 6q | +5.0%+$209.2K |
| MACKENZIE FINANCIAL CORP | $3.5M | 169,133 | 0.00% | 14q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 168,168 | 0.00% | 7q | +7.0%+$228.9K |
| Aspire Private Capital, LLC | $3.3M | 156,574 | 0.68% | 31q | +5.5%+$170.4K |
| Merit Financial Group, LLC | $3.2M | 152,022 | 0.01% | 6q | +44.9%+$985.0K |
| Prospera Financial Services Inc | $2.6M | 126,532 | 0.04% | 5q | +3.2%+$81.1K |
| Bleakley Financial Group, LLC | $2.6M | 123,827 | 0.03% | 7q | +10.2%+$239.4K |
| HighTower Advisors, LLC | $2.5M | 120,077 | 0.00% | 17q | +8.5%+$196.2K |
| Farther Finance Advisors, LLC | $2.4M | 113,432 | 0.02% | 14q | +3.5%+$79.2K |
| Equitable Holdings, Inc. | $2.2M | 106,648 | 0.01% | 7q | +29.7%+$510.9K |
| FIRST CITIZENS BANK & TRUST CO | $2.2M | 106,050 | 0.03% | 10q | -0.9%-$21.2K |
| Hibernia Wealth Partners, LLC | $2.2M | 105,435 | 1.19% | 11q | -46.5%-$1.9M |
| Private Advisory Group LLC | $2.2M | 104,363 | 0.12% | 2q | +13.8%+$264.9K |
| Valtinson Bruner Financial Planning LLC | $2.1M | 102,080 | 0.54% | 4q | +16.7%+$305.8K |
| NewEdge Advisors, LLC | $2.0M | 97,866 | 0.01% | new | NEW |
| Perigon Wealth Management, LLC | $2.0M | 96,166 | 0.03% | 27q | +13.7%+$242.6K |
| FIRST TRUST ADVISORS LP | $1.9M | 88,963 | 0.00% | 4q | -0.8%-$14.4K |
| JPMORGAN CHASE & CO | $1.8M | 84,184 | 0.00% | 24q | -3.9%-$70.9K |
| Breakwater Investment Management | $1.8M | 84,220 | 0.60% | 10q | +79.3%+$779.2K |
| Cetera Investment Advisers | $1.6M | 76,616 | 0.00% | 14q | -3.5%-$57.5K |
| OLD MISSION CAPITAL LLC | $1.5M | 70,269 | 0.02% | 2q | -87.8%-$10.6M |
| Raleigh Capital Management Inc. | $1.3M | 64,356 | 0.43% | 19q | +6.8%+$86.1K |
| LANDMARK WEALTH MANAGEMENT, INC. | $1.3M | 63,697 | 0.44% | 9q | +8.5%+$104.4K |
| GOLDMAN SACHS GROUP INC | $1.3M | 59,905 | 0.00% | new | NEW |
| Capital Investment Management, Inc. | $1.2M | 59,746 | 0.38% | 3q | +4.5%+$53.6K |
| AMERIPRISE FINANCIAL INC | $1.2M | 56,488 | 0.00% | 31q | -49.4%-$1.2M |
| VICUS CAPITAL | $1.2M | 55,582 | 0.08% | 4q | -11.3%-$148.7K |
| Concurrent Investment Advisors, LLC | $1.2M | 55,078 | 0.01% | 3q | +8.1%+$86.0K |
| Treasure Coast Financial Planning | $1.1M | 53,569 | 0.55% | 15q | +3.7%+$39.6K |
| Wealthfront Advisers LLC | $1.1M | 50,928 | 0.00% | 8q | +36.5%+$285.1K |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $1.1M | 50,314 | 0.15% | 24q | HELD |
| McNamara Financial Services, Inc. | $1.0M | 49,473 | 0.18% | 25q | +3.1%+$30.6K |
| Rakuten Investment Management, Inc. | $1.0M | 48,983 | 0.00% | 5q | -19.8%-$253.0K |
| Tempus Wealth Planning, LLC | $974.4K | 46,576 | 0.19% | 27q | +3.3%+$31.0K |
| Pathstone Holdings, LLC | $901.5K | 43,094 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $884.0K | 42,222 | 0.00% | 31q | -7.0%-$67.0K |
| Fourth Dimension Wealth, LLC | $880.7K | 42,097 | 0.28% | 7q | +10.4%+$83.2K |
| OSAIC HOLDINGS, INC. | $869.5K | 41,560 | 0.00% | 26q | +16.8%+$125.2K |
| JANE STREET GROUP, LLC | $869.4K | 41,557 | 0.00% | 2q | -96.0%-$20.7M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $848.3K | 40,548 | 0.03% | 23q | +2.5%+$20.7K |
| PRINCIPAL SECURITIES, INC. | $826.8K | 39,523 | 0.01% | 2q | +159.6%+$508.3K |
| Signal Advisors Wealth, LLC | $812.3K | 38,827 | 0.04% | 7q | +7.4%+$56.0K |
| IFP Advisors, Inc | $810.8K | 38,756 | 0.01% | 20q | -7.3%-$64.1K |
| Ashton Thomas Private Wealth, LLC | $801.7K | 38,323 | 0.02% | 2q | +1900.2%+$761.6K |
| Simplicity Wealth,LLC | $762.9K | 36,465 | 0.03% | 5q | +1.3%+$10.1K |
| Family CFO Inc | $760.8K | 36,368 | 0.29% | 2q | -4.4%-$35.1K |
| KWB Wealth | $756.6K | 36,167 | 0.06% | 3q | +118.8%+$410.8K |
| Foundations Investment Advisors, LLC | $749.4K | 35,822 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $744.2K | 35,575 | 0.01% | 13q | -4.4%-$33.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $738.6K | 35,306 | 0.00% | 14q | +50.9%+$249.0K |
| HARBOUR INVESTMENTS, INC. | $735.5K | 35,156 | 0.01% | 21q | +16.4%+$103.4K |
| Upper Left Wealth Management, LLC | $734.4K | 35,106 | 0.41% | 19q | +25.3%+$148.1K |
| MML INVESTORS SERVICES, LLC | $733.7K | 35,072 | 0.00% | 3q | -33.4%-$368.7K |
| Mariner, LLC | $677.8K | 32,401 | 0.00% | 15q | -27.9%-$261.8K |
| Savvy Advisors, Inc. | $673.1K | 32,173 | 0.01% | new | NEW |
| Transamerica Financial Advisors, LLC | $656.7K | 31,389 | 0.06% | 17q | -6.8%-$47.8K |
| D.A. DAVIDSON & CO. | $648.4K | 30,996 | 0.00% | 4q | +14.9%+$84.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $612.7K | 29,258 | 0.00% | 31q | -23.4%-$187.4K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $577.4K | 27,598 | 0.17% | 15q | -3.3%-$19.6K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $523.4K | 25,018 | 0.14% | 15q | +7.8%+$38.0K |
| Orion Porfolio Solutions, LLC | $520.7K | 24,891 | 0.00% | 14q | +3.5%+$17.7K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $518.1K | 24,764 | 0.41% | 7q | -2.3%-$12.0K |
| RFG Advisory, LLC | $511.3K | 24,442 | 0.01% | 26q | +2.4%+$12.0K |
| WealthPoint Financial, LLC | $490.6K | 23,453 | 0.36% | 3q | +44.2%+$150.4K |
| Creative Planning | $489.7K | 23,406 | 0.00% | 22q | +0.8%+$4.1K |
| NOVUS ADVISORS, LLC | $457.1K | 21,849 | 0.95% | 7q | +5.0%+$21.9K |
| Sanctuary Advisors, LLC | $452.4K | 21,625 | 0.00% | 9q | -10.4%-$52.5K |
| Midwest Financial Network, LLC | $446.3K | 21,338 | 0.30% | new | FIRST |
| PFG Investments, LLC | $444.4K | 21,241 | 0.02% | 4q | +9.2%+$37.4K |
| Savant Capital, LLC | $442.9K | 21,183 | 0.00% | new | NEW |
| Lifeworks Advisors, LLC | $433.5K | 20,721 | 0.05% | 8q | -1.9%-$8.4K |
| Strategic Financial Planning, Inc. | $430.4K | 20,573 | 0.22% | 2q | -50.2%-$433.9K |
| Private Advisor Group, LLC | $419.1K | 20,034 | 0.00% | new | NEW |
| DRAVO BAY LLC | $407.1K | 19,460 | 0.14% | 15q | -1.5%-$6.0K |
| JAMES INVESTMENT RESEARCH, INC. | $402.1K | 19,222 | 0.04% | 5q | +28.2%+$88.4K |
Showing the largest 100 of 245 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 237 | $2.7B | 127,777,687 | 39 | 95 | 60 | 0.0% |
| Q1 2026 | 227 | $2.0B | 95,801,012 | 43 | 89 | 42 | 0.0% |
| Q4 2025 | 206 | $1.9B | 90,732,540 | 25 | 81 | 45 | 0.0% |
| Q3 2025 | 195 | $1.7B | 78,716,924 | 35 | 71 | 45 | 0.0% |
| Q2 2025 | 174 | $1.7B | 78,710,329 | 22 | 57 | 49 | 0.0% |
| Q1 2025 | 180 | $1.6B | 78,132,853 | 24 | 45 | 74 | 0.0% |
| Q4 2024 | 199 | $1.6B | 80,589,149 | 31 | 67 | 46 | 0.0% |
| Q3 2024 | 181 | $1.8B | 83,590,115 | 28 | 58 | 60 | 0.0% |
| Q2 2024 | 172 | $1.7B | 85,093,857 | 18 | 64 | 51 | 0.0% |
| Q1 2024 | 176 | $1.8B | 85,848,819 | 33 | 69 | 46 | 0.0% |
| Q4 2023 | 165 | $1.7B | 79,823,716 | 26 | 52 | 52 | 0.0% |
| Q3 2023 | 145 | $1.6B | 79,853,902 | 20 | 60 | 43 | 0.0% |
| Q2 2023 | 153 | $1.5B | 70,132,291 | 22 | 54 | 38 | 0.0% |
| Q1 2023 | 152 | $1.5B | 70,233,329 | 38 | 51 | 27 | 0.0% |
| Q4 2022 | 136 | $1.8B | 89,286,414 | 48 | 37 | 31 | 0.0% |
| Q3 2022 | 130 | $1.8B | 95,666,548 | 24 | 42 | 38 | 0.0% |
| Q2 2022 | 130 | $1.9B | 95,307,377 | 22 | 49 | 40 | 0.0% |
| Q1 2022 | 132 | $963.8M | 42,391,447 | 21 | 47 | 41 | 0.0% |
| Q4 2021 | 134 | $955.9M | 38,998,689 | 19 | 51 | 39 | 0.0% |
| Q3 2021 | 131 | $1.2B | 48,103,088 | 22 | 55 | 30 | 0.0% |
| Q2 2021 | 132 | $1.2B | 43,843,785 | 16 | 69 | 23 | 0.0% |
| Q1 2021 | 132 | $1.0B | 38,827,232 | 31 | 55 | 26 | 0.0% |
| Q4 2020 | 117 | $834.2M | 29,856,976 | 19 | 46 | 20 | 0.0% |
| Q3 2020 | 108 | $730.0M | 27,770,270 | 19 | 47 | 19 | 0.0% |
| Q2 2020 | 104 | $592.1M | 22,567,556 | 24 | 29 | 29 | 0.0% |
| Q1 2020 | 102 | $749.0M | 30,563,727 | 19 | 36 | 27 | 0.0% |
| Q4 2019 | 106 | $882.2M | 31,603,397 | 23 | 44 | 19 | 0.0% |
| Q3 2019 | 90 | $716.5M | 26,316,764 | 26 | 33 | 16 | 0.0% |
| Q2 2019 | 77 | $684.0M | 24,554,181 | 13 | 29 | 25 | 0.1% |
| Q1 2019 | 77 | $603.7M | 22,432,803 | 19 | 22 | 19 | 0.0% |
| Q4 2018 | 69 | $515.5M | 19,428,411 | 0 | 3 | 1 | 0.0% |