SPDR SERIES TRUST (IBND)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
110
Reporting holders
$257.4M
Reported value
0.0%
Held as options
-11
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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $64.0M | 2,051,921 | 0.50% | 4q | +18.8%+$10.1M |
| Checchi Capital Advisers, LLC | $22.1M | 709,863 | 1.00% | 31q | HELD |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $21.0M | 671,979 | 1.81% | 15q | +8.0%+$1.6M |
| LPL Financial LLC | $11.0M | 351,948 | 0.00% | 24q | -0.7%-$71.9K |
| MORGAN STANLEY | $9.5M | 305,103 | 0.00% | 35q | -15.6%-$1.8M |
| Ameritas Investment Partners, Inc. | $8.8M | 282,960 | 0.24% | 21q | +6.4%+$528.4K |
| BANK OF AMERICA CORP /DE/ | $8.5M | 274,148 | 0.00% | 31q | -25.4%-$2.9M |
| STATE STREET CORP | $7.4M | 238,685 | 0.00% | 31q | +10.9%+$732.4K |
| LAM GROUP, INC. | $6.6M | 213,150 | 3.30% | 13q | -1.3%-$85.7K |
| Israel Discount Bank of New York | $6.4M | 205,477 | 11.86% | 4q | +12.3%+$702.6K |
| WELLS FARGO & COMPANY/MN | $5.4M | 173,116 | 0.00% | 31q | -43.4%-$4.1M |
| Obsido Oy | $5.4M | 172,843 | 2.88% | 7q | +8.2%+$410.7K |
| HighTower Advisors, LLC | $5.1M | 164,173 | 0.00% | 2q | +158.2%+$3.1M |
| N.E.W. Advisory Services LLC | $4.5M | 143,210 | 0.30% | 3q | +4.6%+$196.7K |
| ROYAL BANK OF CANADA | $4.3M | 137,734 | 0.00% | 31q | -24.1%-$1.4M |
| FSA WEALTH PARTNERS, INC. | $3.9M | 125,939 | 0.98% | 5q | +22.0%+$709.3K |
| Rathbones Group PLC | $3.8M | 121,662 | 0.01% | 29q | HELD |
| UBS Group AG | $3.7M | 120,049 | 0.00% | 31q | -1.0%-$38.2K |
| CFG Wealth Management Services, Inc. | $3.6M | 116,282 | 3.37% | 3q | HELD |
| AE Wealth Management LLC | $3.1M | 100,772 | 0.01% | 27q | +26.8%+$664.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.9M | 92,579 | 0.00% | 10q | +61.2%+$1.1M |
| Idaho Trust Co | $2.8M | 90,052 | 0.82% | 9q | +7.3%+$190.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 84,213 | 0.00% | 31q | -41.4%-$1.9M |
| Aspect Partners, LLC | $2.5M | 81,769 | 0.95% | 3q | +23.5%+$484.4K |
| Gerber Kawasaki Wealth & Investment Management | $2.3M | 73,330 | 0.06% | 5q | +10.9%+$225.1K |
| GUGGENHEIM CAPITAL LLC | $1.9M | 61,578 | 0.01% | 30q | HELD |
| Cerity Partners OCIO LLC | $1.6M | 51,839 | 0.08% | 3q | -17.2%-$334.7K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 43,076 | 0.00% | 5q | +120.6%+$734.3K |
| North Star Investment Management Corp. | $1.3M | 41,724 | 0.07% | 3q | +26.7%+$273.9K |
| Emerald Investment Advisers, LLC | $1.3M | 40,366 | 0.08% | 2q | HELD |
| Insight Advisors, LLC/ PA | $1.2M | 39,838 | 0.22% | 23q | +4.3%+$50.8K |
| Cerity Partners LLC | $1.2M | 39,237 | 0.00% | 2q | +56.7%+$442.6K |
| OPTIMA CAPITAL LLC | $1.1M | 36,447 | 0.45% | 3q | -21.3%-$308.3K |
| JANE STREET GROUP, LLC | $1.1M | 35,389 | 0.00% | 2q | -88.8%-$8.7M |
| Tempus Wealth Planning, LLC | $1.1M | 35,340 | 0.22% | 27q | +3.2%+$34.3K |
| Haven Private, LLC | $1.1M | 35,087 | 0.42% | 7q | -5.4%-$63.0K |
| OSAIC HOLDINGS, INC. | $1.1M | 34,919 | 0.00% | 26q | -24.4%-$351.3K |
| HEADINVEST, LLC | $1.0M | 33,425 | 0.19% | 2q | +79.3%+$460.8K |
| BARINGS LLC | $872.0K | 27,966 | 0.02% | 4q | -64.5%-$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $829.1K | 26,590 | 0.00% | 3q | +92.3%+$398.0K |
| Bank Julius Baer & Co. Ltd, Zurich | $815.8K | 26,131 | 0.00% | 21q | +16.6%+$116.3K |
| Family CFO Inc | $778.9K | 24,982 | 0.30% | 2q | -1.6%-$12.9K |
| PNC Financial Services Group, Inc. | $743.1K | 23,834 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $695.4K | 22,303 | 0.00% | 3q | +7.6%+$48.8K |
| JPMORGAN CHASE & CO | $691.0K | 22,134 | 0.00% | 12q | +11.3%+$70.2K |
| GOLDMAN SACHS GROUP INC | $657.0K | 21,072 | 0.00% | 2q | -27.1%-$243.6K |
| Hyundai Investments Co., Ltd. | $645.8K | 20,684 | 0.70% | 3q | +10.4%+$60.8K |
| Destination Wealth Management | $613.3K | 19,670 | 0.01% | 5q | +98.3%+$304.0K |
| Beacon Pointe Advisors, LLC | $592.4K | 19,000 | 0.00% | 12q | -8.2%-$52.8K |
| LEUTHOLD GROUP, LLC | $574.1K | 18,413 | 0.06% | 27q | -92.8%-$7.3M |
| RPg Family Wealth Advisory, LLC | $558.3K | 17,906 | 0.05% | 10q | +97.6%+$275.8K |
| Steward Partners Investment Advisory, LLC | $556.3K | 17,843 | 0.00% | 12q | -44.2%-$440.6K |
| BANK OF MONTREAL /CAN/ | $545.4K | 17,491 | 0.00% | 3q | HELD |
| CCG WEALTH MANAGEMENT, LLC | $531.1K | 17,033 | 0.12% | 2q | HELD |
| Omega Financial Group, LLC | $486.6K | 15,605 | 0.15% | 31q | -2.1%-$10.7K |
| AMG National Trust Bank | $447.6K | 14,356 | 0.01% | 22q | HELD |
| Patten Group, Inc. | $434.7K | 13,941 | 0.07% | 5q | -2.2%-$9.9K |
| Integrated Wealth Concepts LLC | $422.9K | 13,563 | 0.00% | 2q | -85.5%-$2.5M |
| MML INVESTORS SERVICES, LLC | $399.8K | 12,822 | 0.00% | 5q | -63.1%-$682.4K |
| Cetera Investment Advisers | $386.7K | 12,404 | 0.00% | 8q | -20.9%-$102.1K |
| Composition Wealth, LLC | $385.4K | 12,360 | 0.00% | 2q | +10.1%+$35.4K |
| Odyssey Capital Advisors, Inc. | $353.4K | 11,334 | 0.25% | 3q | +18.4%+$55.0K |
| Pathstone Holdings, LLC | $343.3K | 11,010 | 0.00% | 5q | HELD |
| Independent Advisor Alliance | $342.9K | 10,998 | 0.01% | 5q | -35.9%-$191.9K |
| Savvy Advisors, Inc. | $328.2K | 10,525 | 0.01% | new | NEW |
| Cambridge Advisors Inc. | $324.3K | 10,400 | 0.06% | 31q | HELD |
| Wagner Wealth Management, Corp | $318.3K | 10,208 | 0.26% | 3q | +22.2%+$57.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $304.9K | 9,780 | 0.09% | 15q | +9.8%+$27.1K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $279.6K | 8,967 | 0.15% | new | NEW |
| Risk Paradigm Group, LLC | $266.6K | 8,549 | 0.21% | 3q | -1.3%-$3.4K |
| Tennessee Valley Asset Management Partners | $251.4K | 8,064 | 0.03% | 3q | +2.6%+$6.4K |
| Ameritas Advisory Services, LLC | $244.1K | 7,830 | 0.00% | 5q | -27.0%-$90.4K |
| &PARTNERS | $240.4K | 7,709 | 0.00% | 3q | -9.1%-$24.0K |
| FIDUCIARY FINANCIAL GROUP, LLC | $234.4K | 7,518 | 0.03% | new | NEW |
| Dunhill Financial, LLC | $223.8K | 7,179 | 0.05% | 2q | HELD |
| Dynamic Advisor Solutions LLC | $213.0K | 6,831 | 0.01% | new | NEW |
| SCOTIA CAPITAL INC. | $211.8K | 6,792 | 0.00% | new | NEW |
| United Advisor Group, LLC | $203.8K | 6,535 | 0.02% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $142.7K | 4,575 | 0.01% | 3q | +23.2%+$26.8K |
| US BANCORP \DE\ | $122.5K | 3,930 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $122.2K | 3,920 | 0.01% | 10q | HELD |
| Keating Financial Advisory Services, Inc. | $91.8K | 2,944 | 0.01% | 3q | -49.9%-$91.4K |
| NewEdge Advisors, LLC | $77.9K | 2,497 | 0.00% | new | NEW |
| FMR LLC | $70.1K | 2,247 | 0.00% | 11q | +81.1%+$31.4K |
| IFP Advisors, Inc | $53.0K | 1,700 | 0.00% | 39q | -36.2%-$30.1K |
| FIDUCIARY FINANCIAL ADVISORS | $51.4K | 1,648 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $46.8K | 1,500 | 0.00% | 42q | HELD |
| Allworth Financial LP | $45.7K | 1,465 | 0.00% | 15q | HELD |
| IMA Advisory Services, Inc. | $41.5K | 1,332 | 0.00% | new | NEW |
| LFA - Lugano Financial Advisors SA | $39.7K | 1,274 | 0.02% | 5q | -99.0%-$3.9M |
| Hamrick Investment Counsel, llc | $34.9K | 1,120 | 0.02% | 2q | +86.7%+$16.2K |
| Urban Financial Advisory Corp | $27.3K | 874 | 0.01% | 8q | -3.9%-$1.1K |
| FIFTH THIRD BANCORP | $26.5K | 850 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $18.6K | 597 | 0.00% | 3q | -13.9%-$3.0K |
| HARBOUR INVESTMENTS, INC. | $17.1K | 550 | 0.00% | 21q | +151.1%+$10.3K |
| Triumph Capital Management | $14.7K | 471 | 0.00% | 3q | -73.8%-$41.3K |
| NATIONAL BANK OF CANADA /FI/ | $14.3K | 458 | 0.00% | 19q | HELD |
| Godfrey Financial Associates, Inc. | $14.2K | 455 | 0.01% | 3q | HELD |
| Front Row Advisors LLC | $12.5K | 400 | 0.00% | 31q | HELD |
| Transamerica Financial Advisors, LLC | $9.0K | 288 | 0.00% | 17q | -22.0%-$2.5K |
Showing the largest 100 of 115 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 | 110 | $257.4M | 8,255,605 | 12 | 36 | 36 | 0.0% |
| Q1 2026 | 121 | $298.6M | 9,605,093 | 23 | 42 | 27 | 0.0% |
| Q4 2025 | 120 | $264.8M | 8,248,816 | 20 | 35 | 35 | 0.0% |
| Q3 2025 | 114 | $322.4M | 9,986,306 | 16 | 48 | 23 | 0.0% |
| Q2 2025 | 107 | $320.5M | 9,835,841 | 45 | 31 | 17 | 0.0% |
| Q1 2025 | 65 | $119.7M | 4,058,988 | 4 | 18 | 22 | 0.0% |
| Q4 2024 | 81 | $120.0M | 4,227,535 | 18 | 29 | 13 | 0.0% |
| Q3 2024 | 65 | $106.6M | 3,477,329 | 6 | 22 | 16 | 0.0% |
| Q2 2024 | 63 | $91.7M | 3,189,835 | 5 | 20 | 21 | 0.0% |
| Q1 2024 | 68 | $102.5M | 3,521,200 | 8 | 20 | 21 | 0.0% |
| Q4 2023 | 83 | $144.8M | 4,841,555 | 14 | 22 | 28 | 0.0% |
| Q3 2023 | 82 | $144.5M | 5,322,976 | 22 | 29 | 17 | 0.0% |
| Q2 2023 | 61 | $121.4M | 4,277,833 | 11 | 19 | 15 | 0.0% |
| Q1 2023 | 60 | $108.7M | 3,808,370 | 15 | 22 | 9 | 0.0% |
| Q4 2022 | 52 | $76.5M | 2,766,023 | 11 | 15 | 13 | 0.0% |
| Q3 2022 | 47 | $57.7M | 2,299,401 | 2 | 18 | 13 | 0.0% |
| Q2 2022 | 51 | $58.8M | 2,083,893 | 2 | 19 | 19 | 0.0% |
| Q1 2022 | 62 | $83.2M | 2,596,911 | 9 | 16 | 24 | 0.0% |
| Q4 2021 | 58 | $96.6M | 2,793,925 | 3 | 15 | 20 | 0.0% |
| Q3 2021 | 59 | $105.8M | 2,996,459 | 3 | 24 | 18 | 0.0% |
| Q2 2021 | 66 | $161.9M | 4,459,381 | 6 | 24 | 21 | 0.0% |
| Q1 2021 | 70 | $161.5M | 4,499,770 | 6 | 29 | 19 | 0.0% |
| Q4 2020 | 69 | $194.4M | 5,134,375 | 4 | 28 | 20 | 0.0% |
| Q3 2020 | 71 | $184.8M | 5,187,618 | 15 | 29 | 10 | 0.0% |
| Q2 2020 | 61 | $99.2M | 2,940,556 | 9 | 21 | 14 | 0.0% |
| Q1 2020 | 58 | $90.1M | 2,890,597 | 4 | 17 | 21 | 0.0% |
| Q4 2019 | 64 | $137.8M | 4,038,591 | 12 | 25 | 8 | 0.0% |
| Q3 2019 | 63 | $93.0M | 2,790,605 | 6 | 19 | 16 | 0.0% |
| Q2 2019 | 65 | $94.9M | 2,779,799 | 9 | 23 | 15 | 0.0% |
| Q1 2019 | 65 | $106.6M | 3,215,039 | 6 | 19 | 18 | 0.0% |
| Q4 2018 | 71 | $107.0M | 3,238,159 | 2 | 3 | 1 | 0.0% |