Vault-13

SPDR SERIES TRUST IBND

BLOOMBERG INTL · ETP · CUSIP 78464A151

116 institutional holders +5 vs Q2 2025
10,051,52310.1m shares reported held*
$324.5mreported value*
16 new 54 added 25 reduced 8 sold out net bought ≈ $6.2m (+192.4k 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 ≈ $32.29.

Trends to Q3 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: 111Q3 25: 116116Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 39 bought or addedQ4 23: 51 cut or sold outQ1 24: 32 bought or addedQ1 24: 47 cut or sold outQ1 24Q2 24: 27 bought or addedQ2 24: 32 cut or sold outQ3 24: 30 bought or addedQ3 24: 25 cut or sold outQ3 24Q4 24: 51 bought or addedQ4 24: 20 cut or sold outQ1 25: 27 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 79 bought or addedQ2 25: 22 cut or sold outQ3 25: 70 bought or addedQ3 25: 33 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233951
Q1 20243247
Q2 20242732
Q3 20243025
Q4 20245120
Q1 20252749
Q2 20257922
Q3 20257033

Biggest buyers

Farther Finance Advisors, LLC New +1,013,165+1.0m
Lifestyle Asset Management, Inc. New +456,873+456.9k
LPL Financial LLC Added +212,881+212.9k
Systelligence, LLC New +127,580+127.6k
Synergy Asset Management, LLC Added +117,248+117.2k
BANK OF AMERICA CORP /DE/ Added +109,177+109.2k
LODESTAR PRIVATE ASSET MANAGEMENT LLC Added +98,593+98.6k
BARINGS LLC New +94,656+94.7k
JANE STREET GROUP, LLC Added +93,593+93.6k
Nilsine Partners, LLC New +77,586+77.6k

Biggest sellers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV Reduced -2,114,023-2.1m
Redhawk Wealth Advisors, Inc. Sold out -344,874-344.9k
ROYAL BANK OF CANADA Reduced -118,413-118.4k
SYKON CAPITAL LLC Reduced -65,654-65.7k
Fisher Asset Management, LLC Sold out -46,234-46.2k
Retireful, LLC Sold out -25,970-26.0k
Client First Investment Management LLC Sold out -24,513-24.5k
Rathbones Group PLC Reduced -18,485-18.5k
GUGGENHEIM CAPITAL LLC Reduced -18,412-18.4k
Brookwood Investment Group LLC Sold out -13,851-13.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4.21% of their portfolio GRAND BLANC, MI 1,299,8051.3m $42.0m $42.0m 4.21% Reduced -2.1m -2,114,023
2 Farther Finance Advisors, LLC 0.49% of their portfolio SAN FRANCISCO, CA 1,013,1651.0m $32.7m $32.7m 0.49% New
3 Checchi Capital Advisers, LLC 1.55% of their portfolio BEVERLY HILLS, CA 698,228698.2k $22.5m $22.5m 1.55% Added +49.1k +49,144
4 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.71% of their portfolio ALAMO, CA 507,703507.7k $16.4m $16.4m 1.71% Added +98.6k +98,593
5 Lifestyle Asset Management, Inc. 5.04% of their portfolio FRIENDSWOOD, TX 456,873456.9k $14.8m $14.8m 5.04% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 356,902356.9k $11.5m $11.5m 0.00% Added +212.9k +212,881
7 LAM GROUP, INC. 5.62% of their portfolio LAKE OSWEGO, OR 280,855280.9k $9.1m $9.1m 5.62% Added +52.7k +52,665
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 271,746271.7k $8.8m $8.8m 0.00% Added +70.3k +70,324
9 Cambria Investment Management, L.P. 0.52% of their portfolio Manhattan Beach, CA 268,139268.1k $8.6m $8.6m 0.52% Added +296 +296
10 LEUTHOLD GROUP, LLC 0.91% of their portfolio MINNEAPOLIS, MN 256,868256.9k $8.3m $8.3m 0.91% Added +276 +276
11 Ameritas Investment Partners, Inc. 0.25% of their portfolio LINCOLN, NE 251,915251.9k $8.1m $8.1m 0.25% Added +17.5k +17,482
12 NewSquare Capital LLC 0.54% of their portfolio NEWTOWN SQUARE, PA 245,863245.9k $7.9m $7.9m 0.54% Added +10.0k +10,032
13 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 241,980242.0k $7.8m $7.8m 0.01% Added +93.6k +93,593
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 238,041238.0k $7.7m $7.7m 0.00% Added +109.2k +109,177
15 Synergy Asset Management, LLC 0.28% of their portfolio VANCOUVER, WA 234,496234.5k $7.6m $7.6m 0.28% Added +117.2k +117,248
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 190,062190.1k $6.1m $6.1m 0.00% Added +8.2k +8,212
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 147,917147.9k $4.8m $4.8m 0.00% Reduced -118.4k -118,413
18 Idaho Trust Co 1.60% of their portfolio BOISE, ID 146,779146.8k $4.7m $4.7m 1.60% Reduced -8.9k -8,889
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 145,138145.1k $4.7m $4.7m 0.00% Added +15.7k +15,740
20 Hobart Private Capital, LLC 0.95% of their portfolio CHARLOTTE, NC 140,716140.7k $4.5m $4.5m 0.95% Reduced -1.0k -1,015
21 Systelligence, LLC 0.78% of their portfolio BLOOMINGTON, MN 127,580127.6k $4.1m $4.1m 0.78% New
22 LFA - Lugano Financial Advisors SA 2.12% of their portfolio LUGANO, V8 124,787124.8k $4.0m $4.0m 2.12% Added +357 +357
23 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 121,453121.5k $3.9m $3.9m 0.02% Reduced -18.5k -18,485
24 Obsido Oy 2.40% of their portfolio TAMPERE, H9 111,751111.8k $3.6m $3.6m 2.40% Reduced -1.3k -1,304
25 GREAT VALLEY ADVISOR GROUP, INC. 0.07% of their portfolio WILMINGTON, DE 110,944110.9k $3.6m $3.6m 0.07% Added +27.6k +27,628
26 SYKON CAPITAL LLC 1.12% of their portfolio HARRISON, NY 104,350104.3k $3.4m $3.4m 1.12% Reduced -65.7k -65,654
27 BARINGS LLC 0.06% of their portfolio CHARLOTTE, NC 94,65694.7k $3.1m $3.1m 0.06% New
28 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 91,44191.4k $3.0m $3.0m 0.05% Reduced -3.9k -3,906
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,50789.5k $2.9m $2.9m 0.00% Added +23.3k +23,276
30 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 84,39984.4k $2.7m $2.7m 0.04% Added +9.8k +9,791
31 Nilsine Partners, LLC 0.23% of their portfolio GREENWOOD VILLAGE, CO 77,58677.6k $2.5m $2.5m 0.23% New
32 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 71,70371.7k $2.3m $2.3m 0.01% Added +10.3k +10,270
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 70,84070.8k $2.3m $2.3m 0.00% New
34 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 64,75964.8k $2.1m $2.1m 0.02% Reduced -18.4k -18,412
35 Israel Discount Bank of New York 6.15% of their portfolio NEW YORK, NY 64,36564.4k $2.1m $2.1m 6.15% New
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 64,24664.2k $2.1m $2.1m 0.01% Added +13.2k +13,235
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 61,71661.7k $2.0m $2.0m 0.00% Added +63 +63
38 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 54,08754.1k $1.7m $1.7m 0.00% Added +80 +80
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 47,49047.5k $1.5m $1.5m 0.00% Added +9.4k +9,385
40 VanderPol Investments L.L.C. 2.78% of their portfolio CALEDONIA, MI 44,55044.5k $1.4m $1.4m 2.78% Added +5.7k +5,685
41 Gerber Kawasaki Wealth & Investment Management 0.05% of their portfolio SANTA MONICA, CA 43,32743.3k $1.4m $1.4m 0.05% Added +24.9k +24,902
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 39,58239.6k $1.3m $1.3m 0.00% Reduced -8.0k -8,043
43 Insight Advisors, LLC/ PA 0.19% of their portfolio Newtown, PA 38,24638.2k $1.2m $1.2m 0.19% Reduced -925 -925
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,40936.4k $1.2m $1.2m 0.00% Added +9.1k +9,079
45 F/m Investments LLC 0.04% of their portfolio WASHINGTON, DC 35,67635.7k $1.2m $1.2m 0.04% Unchanged
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,81434.8k $1.1m $1.1m 0.00% Reduced -11.5k -11,513
47 Tempus Wealth Planning, LLC 0.26% of their portfolio IRVINE, CA 34,79134.8k $1.1m $1.1m 0.26% Reduced -44 -44
48 FSA WEALTH PARTNERS, INC. 0.43% of their portfolio Rockville, MD 34,74934.7k $1.1m $1.1m 0.43% Added +24.9k +24,868
49 Haven Private, LLC 0.49% of their portfolio ORLANDO, FL 34,34234.3k $1.1m $1.1m 0.49% Added +8.1k +8,053
50 MILESTONE ASSET MANAGEMENT, LLC 0.21% of their portfolio PITTSBURGH, PA 33,60733.6k $1.1m $1.1m 0.21% Added +17.8k +17,835
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,72531.7k $1.0m $1.0m 0.00% Added +5.9k +5,935
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,46230.5k $983.6k $983.6k 0.00% Added +18.4k +18,430
53 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 29,70729.7k $959.2k $959.2k 0.02% Added +1.3k +1,273
54 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 28,74128.7k $928.1k $928.1k 0.00% Reduced -10.2k -10,170
55 Transamerica Financial Advisors, LLC 0.07% of their portfolio CEDAR RAPIDS, IA 25,55125.6k $825.0k $825.0k 0.07% Reduced -1.6k -1,595
56 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,00725.0k $807.5k $807.5k 0.00% Added +936 +936
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 23,48823.5k $758.4k $758.4k 0.00% New
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 22,54322.5k $727.9k $727.9k 0.00% Reduced -649 -649
59 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 22,35122.4k $721.7k $721.7k 0.00% Unchanged
60 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,29920.3k $655.5k $655.5k 0.01% Reduced -102 -102
61 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,93319.9k $643.6k $643.6k 0.01% Added +8.2k +8,227
62 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 18,01518.0k $581.7k $581.7k 0.00% Added +1.5k +1,539
63 NerdWallet Wealth Partners, LLC 0.23% of their portfolio NEW YORK, NY 16,51816.5k $459.5k $459.5k 0.23% First filing
64 Omega Financial Group, LLC 0.18% of their portfolio Santa Barbara, CA 16,23616.2k $524.3k $524.3k 0.18% Reduced -155 -155
65 Davies Financial Advisors, Inc. 0.42% of their portfolio MURRIETA, CA 15,94915.9k $515.0k $515.0k 0.42% Reduced -980 -980
66 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,83315.8k $511.2k $511.2k 0.00% New
67 TUCKER ASSET MANAGEMENT LLC 0.15% of their portfolio LITTLETON, CO 15,18815.2k $490.4k $490.4k 0.15% Added +2.0k +2,001
68 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 14,30014.3k $461.7k $461.7k 0.01% Added +773 +773
69 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 13,92713.9k $449.7k $449.7k 0.02% Added +551 +551
70 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 13,28013.3k $428.8k $428.8k 0.01% Added +4.1k +4,129
71 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,85912.9k $415.2k $415.2k 0.00% Added +861 +861
72 Patten Group, Inc. 0.08% of their portfolio CHATTANOOGA, TN 12,34212.3k $398.5k $398.5k 0.08% Added +2.3k +2,271
73 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.25% of their portfolio OKLAHOMA CITY, OK 12,29012.3k $396.9k $396.9k 0.25% New
74 Strategic Advocates LLC 0.10% of their portfolio SACRAMENTO, CA 12,02012.0k $388.1k $388.1k 0.10% Unchanged
75 ROMAN BUTLER FULLERTON & CO 0.10% of their portfolio ST LOUIS, MO 11,25611.3k $359.3k $359.3k 0.10% Added +2.9k +2,871
76 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,01011.0k $355.5k $355.5k 0.00% Unchanged
77 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 10,40010.4k $335.8k $335.8k 0.07% Unchanged
78 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 10,35810.4k $334.5k $334.5k 0.02% Added +284 +284
79 RPg Family Wealth Advisory, LLC 0.07% of their portfolio BURLINGTON, MA 10,08310.1k $325.6k $325.6k 0.07% Reduced -543 -543
80 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 9,7799.8k $315.8k $315.8k 0.01% Added +2.3k +2,307
81 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 9,6959.7k $313.1k $313.1k 0.04% New
82 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 8,5318.5k $275.5k $275.5k 0.01% Unchanged
83 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 7,1607.2k $233.1k $233.1k 0.02% Unchanged
84 Austin Private Wealth, LLC 0.02% of their portfolio Austin, TX 6,3226.3k $204.1k $204.1k 0.02% Reduced -212 -212
85 TSA Wealth Managment LLC 0.07% of their portfolio HOUSTON, TX 6,3026.3k $203.5k $203.5k 0.07% Unchanged
86 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 6,2666.3k $202.3k $202.3k 0.00% Reduced -60 -60
87 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio HILLSDALE, NY 5,8725.9k $189.6k $189.6k 0.07% Added +2.1k +2,141
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,8444.8k $156.4k $156.4k 0.00% Added +101 +101
89 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,9203.9k $126.6k $126.6k 0.01% Added +1.7k +1,735
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,6453.6k $117.7k $117.7k 0.00% Reduced -936 -936
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,0913.1k $99.8k $99.8k 0.00% Added +389 +389
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,6551.7k $53.2k $53.2k 0.00% Added +815 +815
93 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,6081.6k $51.9k $51.9k 0.00% Unchanged
94 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $48.4k $48.4k 0.00% Unchanged
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,4651.5k $47.3k $47.3k 0.00% Added +123 +123
96 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,2831.3k $41.4k $41.4k 0.00% Reduced -4.9k -4,858
97 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 971971 $31.0k $31.0k 0.00% Unchanged
98 Urban Financial Advisory Corp 0.01% of their portfolio CHICAGO, IL 897897 $29.0k $29.0k 0.01% Added +6 +6
99 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 505505 $16.3k $16.3k 0.00% Added +3 +3
100 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 494494 $16.0k $16.0k 0.00% Unchanged