Vault-13

SPDR SERIES TRUST IBND

BLOOMBERG INTL · ETP · CUSIP 78464A151

127 institutional holders +5 vs Q4 2025
9,902,6229.9m shares reported held*
$307.9mreported value*
24 new 50 added 31 reduced 17 sold out net bought ≈ $46.0m (+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 ($37.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.09.

Trends to Q1 2026

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: 122Q1 26: 127127Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 55 bought or addedQ4 25: 56 cut or sold outQ1 26: 74 bought or addedQ1 26: 48 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242732
Q3 20243025
Q4 20245120
Q1 20252749
Q2 20257922
Q3 20257033
Q4 20255556
Q1 20267448

Biggest buyers

Leo Wealth, LLC New +462,961+463.0k
Farther Finance Advisors, LLC Added +441,816+441.8k
JANE STREET GROUP, LLC New +315,854+315.9k
MORGAN STANLEY Added +155,301+155.3k
BANK OF AMERICA CORP /DE/ Added +115,833+115.8k
HRT FINANCIAL LP New +113,863+113.9k
Integrated Wealth Concepts LLC New +93,836+93.8k
Foundations Investment Advisors, LLC Added +92,495+92.5k
Summit Global Investments New +72,671+72.7k
Israel Discount Bank of New York Added +68,585+68.6k

Biggest sellers

Lifestyle Asset Management, Inc. Reduced -473,800-473.8k
NewSquare Capital LLC Sold out -179,491-179.5k
LAM GROUP, INC. Reduced -110,456-110.5k
Prospera Financial Services Inc Sold out -85,130-85.1k
Nilsine Partners, LLC Sold out -83,911-83.9k
SYKON CAPITAL LLC Sold out -78,190-78.2k
FIRST TRUST ADVISORS LP Sold out -53,374-53.4k
RAYMOND JAMES FINANCIAL INC Reduced -51,652-51.7k
F/m Investments LLC Sold out -40,366-40.4k
MAINSTAY CAPITAL MANAGEMENT LLC /ADV Sold out -31,072-31.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Farther Finance Advisors, LLC 0.51% of their portfolio SAN FRANCISCO, CA 1,727,6351.7m $53.8m $53.8m 0.51% Added +441.8k +441,816
2 Checchi Capital Advisers, LLC 1.51% of their portfolio BEVERLY HILLS, CA 709,148709.1k $22.0m $22.0m 1.51% Added +3.7k +3,725
3 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.91% of their portfolio ALAMO, CA 622,167622.2k $19.3m $19.3m 1.91% Added +59.5k +59,534
4 Leo Wealth, LLC 1.04% of their portfolio HURST, TX 462,961463.0k $14.4m $14.4m 1.04% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 367,731367.7k $11.4m $11.4m 0.00% Added +115.8k +115,833
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 361,621361.6k $11.2m $11.2m 0.00% Added +155.3k +155,301
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 354,253354.3k $11.0m $11.0m 0.00% Added +54.8k +54,776
8 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 315,854315.9k $9.8m $9.8m 0.01% New
9 Ameritas Investment Partners, Inc. 0.25% of their portfolio LINCOLN, NE 266,013266.0k $8.3m $8.3m 0.25% Reduced -870 -870
10 LEUTHOLD GROUP, LLC 0.84% of their portfolio MINNEAPOLIS, MN 254,065254.1k $7.9m $7.9m 0.84% Reduced -1.2k -1,228
11 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 244,284244.3k $7.6m $7.6m 0.02% Added +4.7k +4,698
12 LAM GROUP, INC. 3.69% of their portfolio LAKE OSWEGO, OR 215,900215.9k $6.7m $6.7m 3.69% Reduced -110.5k -110,456
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 215,196215.2k $6.7m $6.7m 0.00% Added +11.5k +11,548
14 Israel Discount Bank of New York 12.47% of their portfolio NEW YORK, NY 182,943182.9k $5.7m $5.7m 12.47% Added +68.6k +68,585
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 181,543181.5k $5.6m $5.6m 0.00% Added +62.4k +62,399
16 Obsido Oy 3.00% of their portfolio TAMPERE, H9 159,672159.7k $5.0m $5.0m 3.00% Added +12.7k +12,704
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 152,971153.0k $4.8m $4.8m 0.00% Added +10.3k +10,273
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 143,689143.7k $4.5m $4.5m 0.00% Added +50.8k +50,768
19 Hobart Private Capital, LLC 0.85% of their portfolio CHARLOTTE, NC 139,337139.3k $4.3m $4.3m 0.85% Reduced -1.3k -1,316
20 N.E.W. Advisory Services LLC 0.32% of their portfolio DE PERE, WI 136,901136.9k $4.3m $4.3m 0.32% Added +1.7k +1,700
21 LFA - Lugano Financial Advisors SA 1.98% of their portfolio LUGANO, V8 125,704125.7k $3.9m $3.9m 1.98% Added +282 +282
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 121,274121.3k $3.8m $3.8m 0.00% Added +29.4k +29,400
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 116,318116.3k $3.6m $3.6m 0.01% Added +53.7k +53,683
24 CFG Wealth Management Services, Inc. 3.25% of their portfolio INDIANAPOLIS, XX 116,282116.3k $3.6m $3.6m 3.25% Added +4.6k +4,592
25 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 113,863113.9k $3.5m $3.5m 0.01% New
26 FSA WEALTH PARTNERS, INC. 1.52% of their portfolio Rockville, MD 103,191103.2k $3.2m $3.2m 1.52% Added +30.7k +30,718
27 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 101,134101.1k $3.1m $3.1m 0.04% Added +92.5k +92,495
28 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 93,83693.8k $2.9m $2.9m 0.02% New
29 Idaho Trust Co 0.85% of their portfolio BOISE, ID 83,94183.9k $2.6m $2.6m 0.85% Added +10.7k +10,727
30 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 79,45479.5k $2.5m $2.5m 0.01% Added +10.1k +10,069
31 BARINGS LLC 0.04% of their portfolio CHARLOTTE, NC 78,77878.8k $2.4m $2.4m 0.04% Added +52.7k +52,690
32 Summit Global Investments 0.13% of their portfolio BOUNTIFUL, UT 72,67172.7k $2.3m $2.3m 0.13% New
33 Aspect Partners, LLC 0.84% of their portfolio FAIRFAX, VA 66,23466.2k $2.1m $2.1m 0.84% Added +2.8k +2,776
34 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 66,11266.1k $2.1m $2.1m 0.07% Added +7.1k +7,130
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 63,58363.6k $2.0m $2.0m 0.00% New
36 Cerity Partners OCIO LLC 0.12% of their portfolio New York, NY 62,57562.6k $1.9m $1.9m 0.12% Added +4.5k +4,459
37 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 61,71361.7k $1.9m $1.9m 0.02% Reduced -5.2k -5,233
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 57,44057.4k $1.8m $1.8m 0.00% Added +28.6k +28,600
39 OPTIMA CAPITAL LLC 0.67% of their portfolio PORTLAND, OR 46,33546.3k $1.4m $1.4m 0.67% Reduced -1.7k -1,735
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 46,18646.2k $1.4m $1.4m 0.00% Added +13.2k +13,248
41 Emerald Investment Advisers, LLC 0.11% of their portfolio LEOLA, PA 40,36640.4k $1.2m $1.2m 0.11% First filing
42 Insight Advisors, LLC/ PA 0.23% of their portfolio Newtown, PA 38,21038.2k $1.2m $1.2m 0.23% Added +1.2k +1,207
43 Haven Private, LLC 0.50% of their portfolio ORLANDO, FL 37,10737.1k $1.2m $1.2m 0.50% Reduced -284 -284
44 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 35,37735.4k $1.1m $1.1m 0.02% Reduced -21.2k -21,221
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 34,70734.7k $1.1m $1.1m 0.00% Reduced -1.7k -1,700
46 Tempus Wealth Planning, LLC 0.24% of their portfolio IRVINE, CA 34,24034.2k $1.1m $1.1m 0.24% Added +107 +107
47 North Star Investment Management Corp. 0.06% of their portfolio CHICAGO, IL 32,94032.9k $1.0m $1.0m 0.06% Added +27.8k +27,845
48 MILESTONE ASSET MANAGEMENT, LLC 0.19% of their portfolio PITTSBURGH, PA 32,35732.4k $1.0m $1.0m 0.19% New
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,97532.0k $993.8k $993.8k 0.01% Added +8.6k +8,559
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,88628.9k $897.8k $897.8k 0.00% New
51 Family CFO Inc 0.35% of their portfolio LOS ALTOS, CA 25,39725.4k $789.3k $789.3k 0.35% New
52 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 25,04225.0k $778.3k $778.3k 0.00% New
53 TUCKER ASSET MANAGEMENT LLC 0.22% of their portfolio LITTLETON, CO 23,90623.9k $743.0k $743.0k 0.22% Added +22.4k +22,412
54 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 23,83423.8k $740.8k $740.8k 0.00% Added +346 +346
55 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 22,72322.7k $706.2k $706.2k 0.00% Reduced -1.5k -1,522
56 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 22,40622.4k $696.4k $696.4k 0.00% Reduced -3.9k -3,889
57 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 22,35122.4k $694.7k $694.7k 0.00% Unchanged
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,73720.7k $644.5k $644.5k 0.00% Added +19.5k +19,473
59 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 20,69220.7k $643.1k $643.1k 0.00% Reduced -243 -243
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,88719.9k $609.9k $609.9k 0.00% Added +2.2k +2,198
61 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,52519.5k $606.8k $606.8k 0.00% Reduced -51.7k -51,652
62 Hyundai Investments Co., Ltd. 0.65% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 18,73618.7k $574.6k $574.6k 0.65% Reduced -1.3k -1,262
63 HEADINVEST, LLC 0.12% of their portfolio Portland, ME 18,64518.6k $579.5k $579.5k 0.12% New
64 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 17,71617.7k $550.6k $550.6k 0.01% Added +11.2k +11,213
65 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,49117.5k $543.6k $543.6k 0.00% Added +772 +772
66 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 17,15317.2k $533.1k $533.1k 0.01% Added +8.3k +8,290
67 CCG WEALTH MANAGEMENT, LLC 0.14% of their portfolio SAN DIEGO, CA 17,03317.0k $529.4k $529.4k 0.14% New
68 Omega Financial Group, LLC 0.16% of their portfolio Santa Barbara, CA 15,94715.9k $495.6k $495.6k 0.16% Reduced -132 -132
69 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,74015.7k $505.4k $505.4k 0.00% Reduced -1.6k -1,601
70 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,68015.7k $487.3k $487.3k 0.00% Added +4.0k +3,960
71 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.42% of their portfolio APPLETON, WI 15,35615.4k $477.3k $477.3k 0.42% New
72 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 14,30014.3k $444.4k $444.4k 0.01% Unchanged
73 Patten Group, Inc. 0.08% of their portfolio CHATTANOOGA, TN 14,26014.3k $443.2k $443.2k 0.08% Added +906 +906
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,82513.8k $429.7k $429.7k 0.00% Added +13.1k +13,066
75 Purpose Unlimited Inc. 0.02% of their portfolio TORONTO, A6 13,55813.6k $420.8k $420.8k 0.02% New
76 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 11,22611.2k $348.9k $348.9k 0.00% New
77 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,01011.0k $342.2k $342.2k 0.00% Unchanged
78 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 10,88110.9k $338.2k $338.2k 0.01% Added +28 +28
79 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 10,72910.7k $333.5k $333.5k 0.01% Reduced -2.3k -2,257
80 Lifestyle Asset Management, Inc. 0.11% of their portfolio FRIENDSWOOD, TX 10,57210.6k $328.6k $328.6k 0.11% Reduced -473.8k -473,800
81 Cambridge Advisors Inc. 0.06% of their portfolio OMAHA, NE 10,40010.4k $323.2k $323.2k 0.06% Unchanged
82 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 9,9199.9k $308.3k $308.3k 0.01% Added +1.4k +1,388
83 ROMAN BUTLER FULLERTON & CO 0.08% of their portfolio ST LOUIS, MO 9,7219.7k $308.0k $308.0k 0.08% New
84 Odyssey Capital Advisors, Inc. 0.27% of their portfolio BALA CYNWYD, PA 9,5699.6k $297.4k $297.4k 0.27% Unchanged
85 RPg Family Wealth Advisory, LLC 0.06% of their portfolio BURLINGTON, MA 9,0629.1k $281.6k $281.6k 0.06% Reduced -164 -164
86 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio HILLSDALE, NY 8,9118.9k $277.0k $277.0k 0.09% Added +331 +331
87 Risk Paradigm Group, LLC 0.23% of their portfolio BURLINGTON, MA 8,6588.7k $269.1k $269.1k 0.23% Reduced -164 -164
88 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 8,4798.5k $263.5k $263.5k 0.00% Reduced -1.7k -1,667
89 Wagner Wealth Management, Corp 0.23% of their portfolio CONYNGHAM, PA 8,3558.4k $259.7k $259.7k 0.23% Reduced -21.6k -21,596
90 Tennessee Valley Asset Management Partners 0.03% of their portfolio KNOXVILLE, TN 7,8607.9k $244.3k $244.3k 0.03% Added +1.6k +1,627
91 Dunhill Financial, LLC 0.05% of their portfolio LONDON, X0 7,1797.2k $223.1k $223.1k 0.05% New
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,5246.5k $202.8k $202.8k 0.00% Added +32 +32
93 Keating Financial Advisory Services, Inc. 0.03% of their portfolio MANHATTAN, KS 5,8745.9k $182.6k $182.6k 0.03% Reduced -16.8k -16,836
94 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,9203.9k $121.8k $121.8k 0.01% Unchanged
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,7143.7k $115.4k $115.4k 0.01% Added +2.5k +2,503
96 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,0243.0k $94.0k $94.0k 0.00% Reduced -1.8k -1,769
97 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,6642.7k $82.8k $82.8k 0.00% Reduced -472 -472
98 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,6022.6k $80.9k $80.9k 0.00% Reduced -448 -448
99 Triumph Capital Management 0.01% of their portfolio DENVER, CO 1,7961.8k $55.8k $55.8k 0.01% Unchanged
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $46.6k $46.6k 0.00% Unchanged