Vault-13

SPDR SERIES TRUST IBND

BLOOMBERG INTL · ETP · CUSIP 78464A151

122 institutional holders +6 vs Q3 2025
8,431,8818.4m shares reported held*
$270.7mreported value*
19 new 36 added 37 reduced 19 sold out net sold ≈ $57.9m (-1.8m 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 ($10.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.11.

Trends to Q4 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: 116Q4 25: 122122Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 70 bought or addedQ3 25: 33 cut or sold outQ4 25: 55 bought or addedQ4 25: 56 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243247
Q2 20242732
Q3 20243025
Q4 20245120
Q1 20252749
Q2 20257922
Q3 20257033
Q4 20255556

Biggest buyers

Farther Finance Advisors, LLC Added +272,654+272.7k
N.E.W. Advisory Services LLC New +135,201+135.2k
Rathbones Group PLC Added +118,133+118.1k
Aspect Partners, LLC New +63,458+63.5k
UBS Group AG Added +61,412+61.4k
Cerity Partners OCIO LLC New +58,116+58.1k
LODESTAR PRIVATE ASSET MANAGEMENT LLC Added +54,930+54.9k
Israel Discount Bank of New York Added +49,993+50.0k
OPTIMA CAPITAL LLC New +48,070+48.1k
LAM GROUP, INC. Added +45,501+45.5k

Biggest sellers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV Reduced -1,268,733-1.3m
Cambria Investment Management, L.P. Sold out -268,139-268.1k
JANE STREET GROUP, LLC Sold out -241,980-242.0k
Synergy Asset Management, LLC Sold out -234,496-234.5k
Systelligence, LLC Sold out -127,580-127.6k
Foundations Investment Advisors, LLC Reduced -75,760-75.8k
Idaho Trust Co Reduced -73,565-73.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -70,840-70.8k
BARINGS LLC Reduced -68,568-68.6k
NewSquare Capital LLC Reduced -66,372-66.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Farther Finance Advisors, LLC 0.44% of their portfolio SAN FRANCISCO, CA 1,285,8191.3m $41.3m $41.3m 0.44% Added +272.7k +272,654
2 Checchi Capital Advisers, LLC 1.54% of their portfolio BEVERLY HILLS, CA 705,423705.4k $22.7m $22.7m 1.54% Added +7.2k +7,195
3 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.81% of their portfolio ALAMO, CA 562,633562.6k $18.1m $18.1m 1.81% Added +54.9k +54,930
4 Lifestyle Asset Management, Inc. 5.06% of their portfolio FRIENDSWOOD, TX 484,372484.4k $15.6m $15.6m 5.06% Added +27.5k +27,499
5 LAM GROUP, INC. 6.00% of their portfolio LAKE OSWEGO, OR 326,356326.4k $10.5m $10.5m 6.00% Added +45.5k +45,501
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 299,477299.5k $9.6m $9.6m 0.00% Reduced -57.4k -57,425
7 Ameritas Investment Partners, Inc. 0.26% of their portfolio LINCOLN, NE 266,883266.9k $8.6m $8.6m 0.26% Added +15.0k +14,968
8 LEUTHOLD GROUP, LLC 0.89% of their portfolio MINNEAPOLIS, MN 255,293255.3k $8.2m $8.2m 0.89% Reduced -1.6k -1,575
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 251,898251.9k $8.1m $8.1m 0.00% Added +13.9k +13,857
10 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 239,586239.6k $7.7m $7.7m 0.02% Added +118.1k +118,133
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 206,320206.3k $6.6m $6.6m 0.00% Reduced -65.4k -65,426
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 203,648203.6k $6.5m $6.5m 0.00% Added +13.6k +13,586
13 NewSquare Capital LLC 0.51% of their portfolio NEWTOWN SQUARE, PA 179,491179.5k $5.8m $5.8m 0.51% Reduced -66.4k -66,372
14 Obsido Oy 2.90% of their portfolio TAMPERE, H9 146,968147.0k $4.7m $4.7m 2.90% Added +35.2k +35,217
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 142,698142.7k $4.6m $4.6m 0.00% Reduced -2.4k -2,440
16 Hobart Private Capital, LLC 0.88% of their portfolio CHARLOTTE, NC 140,653140.7k $4.5m $4.5m 0.88% Reduced -63 -63
17 N.E.W. Advisory Services LLC 0.32% of their portfolio DE PERE, WI 135,201135.2k $4.3m $4.3m 0.32% New
18 LFA - Lugano Financial Advisors SA 2.08% of their portfolio LUGANO, V8 125,422125.4k $4.0m $4.0m 2.08% Added +635 +635
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 119,144119.1k $3.8m $3.8m 0.00% Reduced -28.8k -28,773
20 Israel Discount Bank of New York 9.99% of their portfolio NEW YORK, NY 114,358114.4k $3.7m $3.7m 9.99% Added +50.0k +49,993
21 CFG Wealth Management Services, Inc. 3.27% of their portfolio INDIANAPOLIS, XX 111,690111.7k $3.6m $3.6m 3.27% First filing
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,92192.9k $3.0m $3.0m 0.00% Added +3.4k +3,414
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 91,87491.9k $3.0m $3.0m 0.00% Added +61.4k +61,412
24 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 85,13085.1k $2.7m $2.7m 0.04% Reduced -6.3k -6,311
25 Nilsine Partners, LLC 0.23% of their portfolio GREENWOOD VILLAGE, CO 83,91183.9k $2.7m $2.7m 0.23% Added +6.3k +6,325
26 SYKON CAPITAL LLC 0.81% of their portfolio HARRISON, NY 78,19078.2k $2.5m $2.5m 0.81% Reduced -26.2k -26,160
27 Idaho Trust Co 0.78% of their portfolio BOISE, ID 73,21473.2k $2.4m $2.4m 0.78% Reduced -73.6k -73,565
28 FSA WEALTH PARTNERS, INC. 0.84% of their portfolio Rockville, MD 72,47372.5k $2.3m $2.3m 0.84% Added +37.7k +37,724
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 71,17771.2k $2.3m $2.3m 0.00% Added +23.7k +23,687
30 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 69,38569.4k $2.2m $2.2m 0.01% Reduced -2.3k -2,318
31 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 66,94666.9k $2.1m $2.1m 0.02% Added +2.2k +2,187
32 Aspect Partners, LLC 0.89% of their portfolio FAIRFAX, VA 63,45863.5k $2.0m $2.0m 0.89% New
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 62,63562.6k $2.0m $2.0m 0.01% Reduced -1.6k -1,611
34 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 58,98259.0k $1.9m $1.9m 0.07% Added +15.7k +15,655
35 Cerity Partners OCIO LLC 0.10% of their portfolio New York, NY 58,11658.1k $1.9m $1.9m 0.10% New
36 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 56,59856.6k $1.8m $1.8m 0.03% Reduced -54.3k -54,346
37 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 53,37453.4k $1.7m $1.7m 0.00% Reduced -713 -713
38 OPTIMA CAPITAL LLC 0.67% of their portfolio PORTLAND, OR 48,07048.1k $1.5m $1.5m 0.67% New
39 VanderPol Investments L.L.C. 2.50% of their portfolio CALEDONIA, MI 40,83540.8k $1.3m $1.3m 2.50% Reduced -3.7k -3,715
40 F/m Investments LLC 0.05% of their portfolio WASHINGTON, DC 40,36640.4k $1.3m $1.3m 0.05% Added +4.7k +4,690
41 Haven Private, LLC 0.53% of their portfolio ORLANDO, FL 37,39137.4k $1.2m $1.2m 0.53% Added +3.0k +3,049
42 Insight Advisors, LLC/ PA 0.18% of their portfolio Newtown, PA 37,00337.0k $1.2m $1.2m 0.18% Reduced -1.2k -1,243
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,40736.4k $1.2m $1.2m 0.00% Added +4.7k +4,682
44 Tempus Wealth Planning, LLC 0.25% of their portfolio IRVINE, CA 34,13334.1k $1.1m $1.1m 0.25% Reduced -658 -658
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,93832.9k $1.1m $1.1m 0.00% Reduced -3.5k -3,471
46 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.08% of their portfolio GRAND BLANC, MI 31,07231.1k $997.7k $997.7k 0.08% Reduced -1.3m -1,268,733
47 Wagner Wealth Management, Corp 0.95% of their portfolio CONYNGHAM, PA 29,95130.0k $961.7k $961.7k 0.95% First filing
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,84028.8k $926.0k $926.0k 0.00% Added +27.2k +27,185
49 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 26,29526.3k $844.3k $844.3k 0.00% Reduced -2.4k -2,446
50 BARINGS LLC 0.02% of their portfolio CHARLOTTE, NC 26,08826.1k $837.7k $837.7k 0.02% Reduced -68.6k -68,568
51 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 24,24524.2k $778.5k $778.5k 0.00% Reduced -762 -762
52 Transamerica Financial Advisors, LLC 0.06% of their portfolio CEDAR RAPIDS, IA 23,94223.9k $768.8k $768.8k 0.06% Reduced -1.6k -1,609
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 23,48823.5k $754.2k $754.2k 0.00% Unchanged
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 23,41623.4k $751.9k $751.9k 0.00% Added +873 +873
55 Keating Financial Advisory Services, Inc. 0.10% of their portfolio MANHATTAN, KS 22,71022.7k $729.2k $729.2k 0.10% First filing
56 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 22,35122.4k $717.7k $717.7k 0.00% Unchanged
57 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 20,93520.9k $672.2k $672.2k 0.00% Added +636 +636
58 Hyundai Investments Co., Ltd. 0.63% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 19,99820.0k $642.0k $642.0k 0.63% New
59 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 17,95618.0k $576.6k $576.6k 0.00% Reduced -59 -59
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,68917.7k $568.0k $568.0k 0.00% Reduced -17.1k -17,125
61 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 17,34117.3k $556.8k $556.8k 0.00% Added +1.5k +1,508
62 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 16,71916.7k $536.8k $536.8k 0.00% New
63 NerdWallet Wealth Partners, LLC 0.20% of their portfolio NEW YORK, NY 16,51816.5k $452.8k $452.8k 0.20% Unchanged
64 Omega Financial Group, LLC 0.17% of their portfolio Santa Barbara, CA 16,07916.1k $516.3k $516.3k 0.17% Reduced -157 -157
65 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 14,30014.3k $459.2k $459.2k 0.01% Unchanged
66 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 14,22514.2k $456.8k $456.8k 0.02% Added +298 +298
67 Patten Group, Inc. 0.08% of their portfolio CHATTANOOGA, TN 13,35413.4k $428.8k $428.8k 0.08% Added +1.0k +1,012
68 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,98613.0k $417.0k $417.0k 0.02% Added +11.7k +11,703
69 Strategic Advocates LLC 0.10% of their portfolio SACRAMENTO, CA 12,02012.0k $385.9k $385.9k 0.10% Unchanged
70 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,72011.7k $376.3k $376.3k 0.00% Reduced -1.1k -1,139
71 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,01011.0k $353.5k $353.5k 0.00% Unchanged
72 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 10,85310.9k $348.5k $348.5k 0.01% Added +495 +495
73 Cambridge Advisors Inc. 0.06% of their portfolio OMAHA, NE 10,40010.4k $333.9k $333.9k 0.06% Unchanged
74 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,14610.1k $368.5k $368.5k 0.00% New
75 Odyssey Capital Advisors, Inc. 0.27% of their portfolio BALA CYNWYD, PA 9,5699.6k $307.3k $307.3k 0.27% First filing
76 RPg Family Wealth Advisory, LLC 0.07% of their portfolio BURLINGTON, MA 9,2269.2k $296.2k $296.2k 0.07% Reduced -857 -857
77 Davies Financial Advisors, Inc. 0.53% of their portfolio MURRIETA, CA 8,9248.9k $286.5k $286.5k 0.53% Reduced -7.0k -7,025
78 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 8,8638.9k $284.6k $284.6k 0.01% Reduced -916 -916
79 Risk Paradigm Group, LLC 0.27% of their portfolio BURLINGTON, MA 8,8228.8k $283.3k $283.3k 0.27% First filing
80 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 8,6398.6k $277.4k $277.4k 0.00% Reduced -75.8k -75,760
81 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio HILLSDALE, NY 8,5808.6k $275.5k $275.5k 0.10% Added +2.7k +2,708
82 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 8,5318.5k $273.9k $273.9k 0.01% Unchanged
83 Austin Private Wealth, LLC 0.02% of their portfolio Austin, TX 6,7926.8k $218.1k $218.1k 0.02% Added +470 +470
84 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,5036.5k $208.8k $208.8k 0.00% Reduced -13.4k -13,430
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,4926.5k $208.5k $208.5k 0.00% New
86 Tennessee Valley Asset Management Partners 0.03% of their portfolio KNOXVILLE, TN 6,2336.2k $200.2k $200.2k 0.03% New
87 North Star Investment Management Corp. 0.01% of their portfolio CHICAGO, IL 5,0955.1k $163.6k $163.6k 0.01% New
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,7934.8k $153.9k $153.9k 0.00% Reduced -51 -51
89 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,9203.9k $125.9k $125.9k 0.01% Unchanged
90 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1363.1k $100.7k $100.7k 0.00% Added +45 +45
91 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,0503.0k $97.9k $97.9k 0.00% Reduced -595 -595
92 Triumph Capital Management 0.01% of their portfolio DENVER, CO 1,7961.8k $57.7k $57.7k 0.01% New
93 FMR LLC 0.00% of their portfolio BOSTON, MA 1,6781.7k $53.9k $53.9k 0.00% Added +1.5k +1,525
94 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,6081.6k $51.6k $51.6k 0.00% Unchanged
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $48.2k $48.2k 0.00% Unchanged
96 TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio LITTLETON, CO 1,4941.5k $48.0k $48.0k 0.01% Reduced -13.7k -13,694
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,4651.5k $47.0k $47.0k 0.00% Unchanged
98 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,2641.3k $40.6k $40.6k 0.00% New
99 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,2111.2k $38.9k $38.9k 0.00% New
100 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 971971 $31.0k $31.0k 0.00% Unchanged