Vault-13

SPDR SERIES TRUST IBND

BLOOMBERG INTL · ETP · CUSIP 78464A151

111 institutional holders +41 vs Q1 2025
9,913,1819.9m shares reported held*
$323.0mreported value*
45 new 34 added 17 reduced 5 sold out net bought ≈ $189.1m (+5.8m 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 ($12.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.58.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 49Q4 22: 60Q1 23: 70Q2 23: 67Q3 23: 91Q4 23: 88Q1 24: 72Q2 24: 66Q3 24: 68Q4 24: 87Q1 25: 70Q2 25: 111111Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202249
Q4 202260
Q1 202370
Q2 202367
Q3 202391
Q4 202388
Q1 202472
Q2 202466
Q3 202468
Q4 202487
Q1 202570
Q2 2025111

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 58 bought or addedQ3 23: 23 cut or sold outQ4 23: 39 bought or addedQ4 23: 51 cut or sold outQ4 23Q1 24: 32 bought or addedQ1 24: 47 cut or sold outQ2 24: 27 bought or addedQ2 24: 32 cut or sold outQ2 24Q3 24: 30 bought or addedQ3 24: 25 cut or sold outQ4 24: 51 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 49 cut or sold outQ2 25: 79 bought or addedQ2 25: 22 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235823
Q4 20233951
Q1 20243247
Q2 20242732
Q3 20243025
Q4 20245120
Q1 20252749
Q2 20257922

Biggest buyers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV New +3,413,828+3.4m
Redhawk Wealth Advisors, Inc. New +344,874+344.9k
Cambria Investment Management, L.P. New +267,843+267.8k
NewSquare Capital LLC New +235,831+235.8k
ROYAL BANK OF CANADA Added +176,772+176.8k
Hobart Private Capital, LLC New +141,731+141.7k
SYKON CAPITAL LLC Added +131,019+131.0k
LFA - Lugano Financial Advisors SA New +124,430+124.4k
LEUTHOLD GROUP, LLC Added +119,314+119.3k
Synergy Asset Management, LLC New +117,248+117.2k

Biggest sellers

Checchi Capital Advisers, LLC Reduced -487,032-487.0k
N.E.W. Advisory Services LLC Sold out -241,798-241.8k
BANK OF AMERICA CORP /DE/ Reduced -87,517-87.5k
Obsido Oy Reduced -4,379-4.4k
NewEdge Advisors, LLC Reduced -4,298-4.3k
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Reduced -3,608-3.6k
MJT & Associates Financial Advisory Group, Inc. Sold out -3,583-3.6k
JPMORGAN CHASE & CO Reduced -3,167-3.2k
Omega Financial Group, LLC Reduced -2,910-2.9k
Geneos Wealth Management Inc. Reduced -2,500-2.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5.49% of their portfolio GRAND BLANC, MI 3,413,8283.4m $111.3m $111.3m 5.49% New
2 Checchi Capital Advisers, LLC 1.48% of their portfolio BEVERLY HILLS, CA 649,084649.1k $21.2m $21.2m 1.48% Reduced -487.0k -487,032
3 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.54% of their portfolio ALAMO, CA 409,110409.1k $13.3m $13.3m 1.54% Added +59.5k +59,495
4 Redhawk Wealth Advisors, Inc. 1.41% of their portfolio MINNEAPOLIS, MN 344,874344.9k $11.2m $11.2m 1.41% New
5 Cambria Investment Management, L.P. 0.59% of their portfolio Manhattan Beach, CA 267,843267.8k $8.7m $8.7m 0.59% New
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 266,330266.3k $8.7m $8.7m 0.00% Added +176.8k +176,772
7 LEUTHOLD GROUP, LLC 1.00% of their portfolio MINNEAPOLIS, MN 256,592256.6k $8.4m $8.4m 1.00% Added +119.3k +119,314
8 NewSquare Capital LLC 0.57% of their portfolio NEWTOWN SQUARE, PA 235,831235.8k $7.7m $7.7m 0.57% New
9 Ameritas Investment Partners, Inc. 0.24% of their portfolio LINCOLN, NE 234,433234.4k $7.6m $7.6m 0.24% Added +7.3k +7,270
10 LAM GROUP, INC. 4.97% of their portfolio LAKE OSWEGO, OR 228,190228.2k $7.4m $7.4m 4.97% Added +94.3k +94,260
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 201,422201.4k $6.6m $6.6m 0.00% Added +45.3k +45,303
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 181,850181.8k $5.9m $5.9m 0.00% Reduced -2.3k -2,251
13 SYKON CAPITAL LLC 2.02% of their portfolio HARRISON, NY 170,004170.0k $5.5m $5.5m 2.02% Added +131.0k +131,019
14 Idaho Trust Co 1.81% of their portfolio BOISE, ID 155,668155.7k $5.1m $5.1m 1.81% Added +25.0k +24,996
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 148,387148.4k $4.8m $4.8m 0.01% Added +91.4k +91,420
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 144,021144.0k $4.7m $4.7m 0.00% Added +61.0k +60,998
17 Hobart Private Capital, LLC 1.05% of their portfolio CHARLOTTE, NC 141,731141.7k $4.6m $4.6m 1.05% New
18 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 139,938139.9k $4.6m $4.6m 0.02% Added +29.6k +29,610
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 129,398129.4k $4.2m $4.2m 0.00% Added +113.3k +113,320
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 128,864128.9k $4.2m $4.2m 0.00% Reduced -87.5k -87,517
21 LFA - Lugano Financial Advisors SA 2.39% of their portfolio LUGANO, V8 124,430124.4k $4.0m $4.0m 2.39% New
22 Synergy Asset Management, LLC 0.44% of their portfolio VANCOUVER, WA 117,248117.2k $3.8m $3.8m 0.44% New
23 Obsido Oy 2.80% of their portfolio TAMPERE, H9 113,055113.1k $3.7m $3.7m 2.80% Reduced -4.4k -4,379
24 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 95,34795.3k $3.1m $3.1m 0.06% New
25 GREAT VALLEY ADVISOR GROUP, INC. 0.06% of their portfolio WILMINGTON, DE 83,31683.3k $2.7m $2.7m 0.06% New
26 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 83,17183.2k $2.7m $2.7m 0.02% Added +110 +110
27 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 74,60874.6k $2.4m $2.4m 0.04% New
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 66,23166.2k $2.2m $2.2m 0.00% Added +42.1k +42,149
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 61,65361.7k $2.0m $2.0m 0.00% Added +54.6k +54,601
30 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 61,43361.4k $2.0m $2.0m 0.01% Added +17.8k +17,800
31 Good Life Advisors, LLC 0.12% of their portfolio READING, PA 61,06161.1k $2.0m $2.0m 0.12% New
32 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 54,00754.0k $1.8m $1.8m 0.00% New
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,01151.0k $1.7m $1.7m 0.01% Added +30.7k +30,713
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 47,62547.6k $1.6m $1.6m 0.00% New
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 46,32746.3k $1.5m $1.5m 0.00% Reduced -3.2k -3,167
36 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 46,23446.2k $1.5m $1.5m 0.00% Added +37 +37
37 Insight Advisors, LLC/ PA 0.21% of their portfolio Newtown, PA 39,17139.2k $1.3m $1.3m 0.21% Reduced -257 -257
38 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 38,91138.9k $1.3m $1.3m 0.00% Added +2.4k +2,412
39 VanderPol Investments L.L.C. 2.66% of their portfolio CALEDONIA, MI 38,86538.9k $1.3m $1.3m 2.66% New
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,10538.1k $1.2m $1.2m 0.00% New
41 F/m Investments LLC 0.04% of their portfolio WASHINGTON, DC 35,67635.7k $1.2m $1.2m 0.04% Unchanged
42 Tempus Wealth Planning, LLC 0.28% of their portfolio IRVINE, CA 34,83534.8k $1.1m $1.1m 0.28% Added +469 +469
43 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 28,43428.4k $926.7k $926.7k 0.02% First filing
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,33027.3k $890.6k $890.6k 0.00% Added +10.8k +10,787
45 Transamerica Financial Advisors, LLC 0.08% of their portfolio CEDAR RAPIDS, IA 27,14627.1k $884.7k $884.7k 0.08% Added +27.0k +27,011
46 Haven Private, LLC 0.38% of their portfolio ORLANDO, FL 26,28926.3k $856.8k $856.8k 0.38% Added +5.3k +5,337
47 Retireful, LLC 0.58% of their portfolio HASLETT, MI 25,97026.0k $846.4k $846.4k 0.58% New
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,79025.8k $841.0k $841.0k 0.00% New
49 Client First Investment Management LLC 0.49% of their portfolio West Bend, WI 24,51324.5k $798.9k $798.9k 0.49% New
50 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 24,07124.1k $784.5k $784.5k 0.00% New
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 23,19223.2k $755.8k $755.8k 0.01% Added +9.7k +9,665
52 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 22,35122.4k $728.4k $728.4k 0.00% Added +9.2k +9,172
53 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,40120.4k $664.9k $664.9k 0.01% Added +624 +624
54 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 18,42518.4k $600.5k $600.5k 0.02% New
55 Davies Financial Advisors, Inc. 0.43% of their portfolio MURRIETA, CA 16,92916.9k $551.7k $551.7k 0.43% Reduced -2.1k -2,098
56 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 16,47616.5k $537.0k $537.0k 0.00% New
57 Omega Financial Group, LLC 0.19% of their portfolio Santa Barbara, CA 16,39116.4k $534.2k $534.2k 0.19% Reduced -2.9k -2,910
58 MILESTONE ASSET MANAGEMENT, LLC 0.11% of their portfolio PITTSBURGH, PA 15,77215.8k $514.0k $514.0k 0.11% New
59 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 13,85113.9k $451.4k $451.4k 0.07% New
60 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 13,52713.5k $440.8k $440.8k 0.01% Added +3.2k +3,244
61 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 13,37613.4k $435.9k $435.9k 0.03% New
62 TUCKER ASSET MANAGEMENT LLC 0.14% of their portfolio LITTLETON, CO 13,18713.2k $429.8k $429.8k 0.14% New
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,03212.0k $392.1k $392.1k 0.00% Added +4.5k +4,529
64 Strategic Advocates LLC 0.12% of their portfolio SACRAMENTO, CA 12,02012.0k $391.7k $391.7k 0.12% Reduced -93 -93
65 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,99812.0k $391.0k $391.0k 0.00% Reduced -743 -743
66 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,70611.7k $369.1k $369.1k 0.01% New
67 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,01011.0k $358.8k $358.8k 0.00% New
68 RPg Family Wealth Advisory, LLC 0.09% of their portfolio BURLINGTON, MA 10,62610.6k $346.3k $346.3k 0.09% Reduced -613 -613
69 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 10,40010.4k $338.9k $338.9k 0.07% Unchanged
70 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 10,07410.1k $328.3k $328.3k 0.02% New
71 Patten Group, Inc. 0.07% of their portfolio CHATTANOOGA, TN 10,07110.1k $328.2k $328.2k 0.07% New
72 FSA WEALTH PARTNERS, INC. 0.16% of their portfolio Rockville, MD 9,8819.9k $322.0k $322.0k 0.16% New
73 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 9,5489.5k $311.2k $311.2k 0.00% Reduced -183 -183
74 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 9,1519.2k $298.2k $298.2k 0.01% New
75 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 8,5318.5k $278.0k $278.0k 0.01% New
76 ROMAN BUTLER FULLERTON & CO 0.08% of their portfolio ST LOUIS, MO 8,3858.4k $270.8k $270.8k 0.08% New
77 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 7,4727.5k $243.5k $243.5k 0.01% New
78 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 7,2957.3k $237.7k $237.7k 0.00% New
79 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 7,1607.2k $233.3k $233.3k 0.02% New
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,8746.9k $224.0k $224.0k 0.00% New
81 Austin Private Wealth, LLC 0.02% of their portfolio Austin, TX 6,5346.5k $212.9k $212.9k 0.02% New
82 VANCE WEALTH, LLC 0.07% of their portfolio SANTA CLARITA, CA 6,3876.4k $208.2k $208.2k 0.07% New
83 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 6,3266.3k $206.2k $206.2k 0.00% New
84 TSA Wealth Managment LLC 0.08% of their portfolio HOUSTON, TX 6,3026.3k $205.4k $205.4k 0.08% New
85 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,1416.1k $200.1k $200.1k 0.01% New
86 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 5,9215.9k $193.0k $193.0k 0.01% Added +5.9k +5,912
87 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,7434.7k $154.6k $154.6k 0.00% Reduced -199 -199
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,5814.6k $149.3k $149.3k 0.00% Reduced -4.3k -4,298
89 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio HILLSDALE, NY 3,7313.7k $121.6k $121.6k 0.05% Reduced -3.6k -3,608
90 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,7022.7k $88.1k $88.1k 0.00% Added +2.7k +2,666
91 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,1852.2k $71.2k $71.2k 0.00% Unchanged
92 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,6081.6k $52.4k $52.4k 0.00% Unchanged
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $48.9k $48.9k 0.00% Reduced -2.5k -2,500
94 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,3421.3k $43.7k $43.7k 0.00% Added +1.3k +1,340
95 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 971971 $32.0k $32.0k 0.00% Unchanged
96 Urban Financial Advisory Corp 0.01% of their portfolio CHICAGO, IL 891891 $29.0k $29.0k 0.01% Added +5 +5
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 840840 $27.2k $27.2k 0.00% Reduced -303 -303
98 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 502502 $16.4k $16.4k 0.00% New
99 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 494494 $14.0k $14.0k 0.00% Unchanged
100 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 460460 $14.9k $14.9k 0.00% Unchanged