SPDR SERIES TRUST IBND
BLOOMBERG INTL · ETP · CUSIP 78464A151
70
institutional holders
+10 vs Q4 2022
4.3m
shares reported held*
$123.7mreported value*
19 new
26 added
9 reduced
9 sold out
net bought ≈ $42.8m (+1.5m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $28.54.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 49 |
| Q4 2022 | 60 |
| Q1 2023 | 70 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 25 | 21 |
| Q1 2023 | 45 | 18 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +503.4k |
| Checchi Capital Advisers, LLC | Added | +337.0k |
| Cambridge Investment Research Advisors, Inc. | Added | +312.3k |
| Raymond James Financial Services Advisors, Inc. | New | +202.8k |
| JANE STREET GROUP, LLC | New | +181.9k |
| LPL Financial LLC | Added | +130.5k |
| Mutual Advisors, LLC | New | +74.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | New | +65.4k |
| LINCOLN NATIONAL CORP | New | +64.6k |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Added | +47.9k |
Biggest sellers
| Synergy Asset Management, LLC | Reduced | -342.6k |
| MILESTONE ASSET MANAGEMENT, LLC | Sold out | -180.2k |
| Coppell Advisory Solutions Corp. | Sold out | -115.5k |
| Coppell Advisory Solutions LLC | Sold out | -115.5k |
| IAMS WEALTH MANAGEMENT, LLC | Sold out | -32.6k |
| Brookstone Capital Management | Sold out | -18.9k |
| Opes Wealth Management LLC | Sold out | -13.4k |
| Tri-Star Advisors Inc. | Sold out | -7.6k |
| Omega Financial Group, LLC | Reduced | -3.7k |
| Ziegler Capital Management, LLC | Reduced | -3.5k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Checchi Capital Advisers, LLC 2.03% of their portfolio | 734.5k $21.0m | Added +337.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 693.2k $19.8m | Added +503.4k |
| Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio | 338.2k $9.7m | Added +312.3k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 202.8k $5.8m | New |
| LEUTHOLD GROUP, LLC 0.72% of their portfolio | 190.6k $5.4m | Added +14.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 181.9k $5.2m | New |
| LPL Financial LLC 0.00% of their portfolio | 170.8k $4.9m | Added +130.5k |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.86% of their portfolio | 169.6k $4.8m | Added +47.9k |
| STATE STREET CORP 0.00% of their portfolio | 144.8k $4.1m | Added +3.2k |
| Rathbones Group PLC 0.04% of their portfolio | 120.5k $3.4m | Added +7.0k |
| N.E.W. Advisory Services LLC 0.43% of their portfolio | 104.1k $3.0m | Added +2.4k |
| Ameritas Investment Partners, Inc. 0.10% of their portfolio | 88.5k $2.5m | Added +12.0k |
| Ziegler Capital Management, LLC 0.09% of their portfolio | 78.1k $2.2m | Reduced -3.5k |
| Mutual Advisors, LLC 0.09% of their portfolio | 74.8k $2.1m | New |
| MORGAN STANLEY 0.00% of their portfolio | 70.5k $2.0m | Added +16.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 69.9k $2.0m | Added +9.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 65.4k $1.9m | New |
| LINCOLN NATIONAL CORP 0.04% of their portfolio | 64.6k $1.8m | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 52.2k $1.5m | Added +19.2k |
| Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio | 49.4k $1.4m | Added +11.5k |
| Tempus Wealth Planning, LLC 0.67% of their portfolio | 48.4k $1.4m | Added +1.3k |
| AlphaQ Advisors LLC 0.87% of their portfolio | 36.0k $1.0m | New |
| AE Wealth Management LLC 0.01% of their portfolio | 35.6k $1.0m | Added +1.8k |
| AlphaStar Capital Management, LLC 0.08% of their portfolio | 34.7k $960.7k | Unchanged |
| Balboa Wealth Partners 0.37% of their portfolio | 34.6k $987.6k | New |
| NewEdge Advisors, LLC 0.01% of their portfolio | 33.5k $957.1k | Added +11.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 27.7k $790.0k | New |
| Denver PWM, LLC 0.32% of their portfolio | 25.4k $731.3k | Reduced -386 |
| TRANSCEND CAPITAL ADVISORS, LLC 0.07% of their portfolio | 24.2k $690.5k | New |
| Omega Financial Group, LLC 0.32% of their portfolio | 24.0k $684.2k | Reduced -3.7k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 23.6k $674.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 22.1k $629.4k | Added +20.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.7k $620.2k | Added +12.1k |
| B. Riley Wealth Advisors, Inc. 0.02% of their portfolio | 20.8k $593.7k | New |
| FLOW TRADERS U.S. LLC 0.02% of their portfolio | 20.3k $581.0k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 17.7k $506.4k | Added +6.5k |
| UBS Group AG 0.00% of their portfolio | 17.0k $485.9k | Added +4.6k |
| Insight Advisors, LLC/ PA 0.11% of their portfolio | 16.6k $474.7k | Added +1.3k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 16.5k $472.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 15.8k $451.5k | New |
| Synergy Asset Management, LLC 0.09% of their portfolio | 12.7k $362.1k | Reduced -342.6k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio | 12.5k $357.8k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 11.6k $330.7k | Unchanged |
| AMG National Trust Bank 0.01% of their portfolio | 11.3k $321.1k | Reduced -1.6k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 11.0k $315.1k | New |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 10.6k $303.5k | Unchanged |
| CW Advisors, LLC 0.01% of their portfolio | 10.4k $297.0k | Added +281 |
| Cambridge Advisors Inc. 0.08% of their portfolio | 10.4k $296.8k | Unchanged |
| Aurora Private Wealth, Inc. 0.31% of their portfolio | 10.2k $291.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.6k $273.4k | Reduced -1.8k |
| West Wealth Group, LLC 0.12% of their portfolio | 9.1k $260.5k | New |
| Austin Private Wealth, LLC 0.04% of their portfolio | 8.9k $253.3k | Added +97 |
| HighTower Advisors, LLC 0.00% of their portfolio | 8.5k $244.0k | Added +25 |
| Realta Investment Advisors 0.06% of their portfolio | 8.3k $237.8k | Unchanged |
| Global Retirement Partners, LLC 0.01% of their portfolio | 3.6k $103.8k | Not comparable |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 3.1k $88.1k | New |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 1.5k $42.8k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 753 $21.5k | Reduced -1.1k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 460 $13.1k | Unchanged |
| Front Row Advisors LLC 0.01% of their portfolio | 400 $11.0k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 338 $9.6k | Added +1 |
| Pflug Koory, LLC 0.00% of their portfolio | 163 $4.7k | Unchanged |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 134 $4.0k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 65 $1.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 59 $1.7k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 45 $1.3k | Reduced -102 |
| IFP Advisors, Inc 0.00% of their portfolio | 30 $1.0k | Reduced -3.4k |
| Advisory Services Network, LLC 0.00% of their portfolio | 20 $571 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 2 $58 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |