Vault-13

SPDR SERIES TRUST IBND

BLOOMBERG INTL · ETP · CUSIP 78464A151

116 institutional holders -11 vs Q1 2026
8,468,6238.5m shares reported held*
$264.0mreported value*
12 new 41 added 41 reduced 21 sold out net sold ≈ $30.3m (-971.7k 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 ≈ $31.18.

Trends to Q2 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: 127Q2 26: 116116Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 74 bought or addedQ1 26: 48 cut or sold outQ2 26: 53 bought or addedQ2 26: 62 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243025
Q4 20245120
Q1 20252749
Q2 20257922
Q3 20257033
Q4 20255556
Q1 20267448
Q2 20265362

Biggest buyers

Farther Finance Advisors, LLC Added +324,286+324.3k
HighTower Advisors, LLC Added +100,590+100.6k
LODESTAR PRIVATE ASSET MANAGEMENT LLC Added +49,812+49.8k
Virtu Financial LLC New +44,882+44.9k
JONES FINANCIAL COMPANIES LLLP Added +35,139+35.1k
RAYMOND JAMES FINANCIAL INC Added +23,551+23.6k
STATE STREET CORP Added +23,489+23.5k
FSA WEALTH PARTNERS, INC. Added +22,748+22.7k
Israel Discount Bank of New York Added +22,534+22.5k
AE Wealth Management LLC Added +21,318+21.3k

Biggest sellers

JANE STREET GROUP, LLC Reduced -280,465-280.5k
LEUTHOLD GROUP, LLC Reduced -235,652-235.7k
Hobart Private Capital, LLC Sold out -139,337-139.3k
LFA - Lugano Financial Advisors SA Reduced -124,430-124.4k
Rathbones Group PLC Reduced -122,622-122.6k
Foundations Investment Advisors, LLC Sold out -101,134-101.1k
BANK OF AMERICA CORP /DE/ Reduced -93,583-93.6k
HRT FINANCIAL LP Reduced -81,642-81.6k
Integrated Wealth Concepts LLC Reduced -80,273-80.3k
Cambridge Investment Research Advisors, Inc. Reduced -62,284-62.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Farther Finance Advisors, LLC 0.50% of their portfolio SAN FRANCISCO, CA 2,051,9212.1m $64.0m $64.0m 0.50% Added +324.3k +324,286
2 Checchi Capital Advisers, LLC 1.41% of their portfolio BEVERLY HILLS, CA 709,863709.9k $22.1m $22.1m 1.41% Added +715 +715
3 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.81% of their portfolio ALAMO, CA 671,979672.0k $21.0m $21.0m 1.81% Added +49.8k +49,812
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 351,948351.9k $11.0m $11.0m 0.00% Reduced -2.3k -2,305
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 305,103305.1k $9.5m $9.5m 0.00% Reduced -56.5k -56,518
6 Ameritas Investment Partners, Inc. 0.24% of their portfolio LINCOLN, NE 282,960283.0k $8.8m $8.8m 0.24% Added +16.9k +16,947
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 274,148274.1k $8.5m $8.5m 0.00% Reduced -93.6k -93,583
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 238,685238.7k $7.4m $7.4m 0.00% Added +23.5k +23,489
9 LAM GROUP, INC. 3.30% of their portfolio LAKE OSWEGO, OR 213,150213.2k $6.6m $6.6m 3.30% Reduced -2.8k -2,750
10 Israel Discount Bank of New York 11.86% of their portfolio NEW YORK, NY 205,477205.5k $6.4m $6.4m 11.86% Added +22.5k +22,534
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 173,116173.1k $5.4m $5.4m 0.00% Added +20.1k +20,145
12 Obsido Oy 2.88% of their portfolio TAMPERE, H9 172,843172.8k $5.4m $5.4m 2.88% Added +13.2k +13,171
13 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 164,173164.2k $5.1m $5.1m 0.00% Added +100.6k +100,590
14 N.E.W. Advisory Services LLC 0.30% of their portfolio DE PERE, WI 143,210143.2k $4.5m $4.5m 0.30% Added +6.3k +6,309
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 137,734137.7k $4.3m $4.3m 0.00% Reduced -43.8k -43,809
16 FSA WEALTH PARTNERS, INC. 0.98% of their portfolio Rockville, MD 125,939125.9k $3.9m $3.9m 0.98% Added +22.7k +22,748
17 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 121,662121.7k $3.8m $3.8m 0.01% Reduced -122.6k -122,622
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 120,049120.0k $3.7m $3.7m 0.00% Reduced -1.2k -1,225
19 CFG Wealth Management Services, Inc. 3.37% of their portfolio INDIANAPOLIS, XX 116,282116.3k $3.6m $3.6m 3.37% Unchanged
20 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 100,772100.8k $3.1m $3.1m 0.01% Added +21.3k +21,318
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 92,57992.6k $2.9m $2.9m 0.00% Added +35.1k +35,139
22 Idaho Trust Co 0.82% of their portfolio BOISE, ID 90,05290.1k $2.8m $2.8m 0.82% Added +6.1k +6,111
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,21384.2k $2.6m $2.6m 0.00% Reduced -59.5k -59,476
24 Aspect Partners, LLC 0.95% of their portfolio FAIRFAX, VA 81,76981.8k $2.5m $2.5m 0.95% Added +15.5k +15,535
25 Summit Global Investments 0.14% of their portfolio BOUNTIFUL, UT 80,83180.8k $2.5m $2.5m 0.14% Added +8.2k +8,160
26 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 73,33073.3k $2.3m $2.3m 0.06% Added +7.2k +7,218
27 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 61,57861.6k $1.9m $1.9m 0.01% Reduced -135 -135
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 54,03454.0k $1.7m $1.7m 0.00% Reduced -62.3k -62,284
29 Cerity Partners OCIO LLC 0.08% of their portfolio New York, NY 51,83951.8k $1.6m $1.6m 0.08% Reduced -10.7k -10,736
30 Virtu Financial LLC 0.04% of their portfolio New York, NY 44,88244.9k $1.4m $1.4m 0.04% New
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,07643.1k $1.3m $1.3m 0.00% Added +23.6k +23,551
32 North Star Investment Management Corp. 0.07% of their portfolio CHICAGO, IL 41,72441.7k $1.3m $1.3m 0.07% Added +8.8k +8,784
33 Emerald Investment Advisers, LLC 0.08% of their portfolio LEOLA, PA 40,36640.4k $1.3m $1.3m 0.08% Unchanged
34 Insight Advisors, LLC/ PA 0.22% of their portfolio Newtown, PA 39,83839.8k $1.2m $1.2m 0.22% Added +1.6k +1,628
35 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 39,23739.2k $1.2m $1.2m 0.00% Added +14.2k +14,195
36 OPTIMA CAPITAL LLC 0.45% of their portfolio PORTLAND, OR 36,44736.4k $1.1m $1.1m 0.45% Reduced -9.9k -9,888
37 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,38935.4k $1.1m $1.1m 0.00% Reduced -280.5k -280,465
38 Tempus Wealth Planning, LLC 0.22% of their portfolio IRVINE, CA 35,34035.3k $1.1m $1.1m 0.22% Added +1.1k +1,100
39 Haven Private, LLC 0.42% of their portfolio ORLANDO, FL 35,08735.1k $1.1m $1.1m 0.42% Reduced -2.0k -2,020
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,91934.9k $1.1m $1.1m 0.00% Reduced -11.3k -11,267
41 HEADINVEST, LLC 0.19% of their portfolio Portland, ME 33,42533.4k $1.0m $1.0m 0.19% Added +14.8k +14,780
42 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 32,22132.2k $1.0m $1.0m 0.00% Reduced -81.6k -81,642
43 BARINGS LLC 0.02% of their portfolio CHARLOTTE, NC 27,96628.0k $872.0k $872.0k 0.02% Reduced -50.8k -50,812
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,59026.6k $829.1k $829.1k 0.00% Added +12.8k +12,765
45 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 26,13126.1k $815.8k $815.8k 0.00% Added +3.7k +3,725
46 Family CFO Inc 0.30% of their portfolio LOS ALTOS, CA 24,98225.0k $778.9k $778.9k 0.30% Reduced -415 -415
47 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 23,83423.8k $743.1k $743.1k 0.00% Unchanged
48 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,30322.3k $695.4k $695.4k 0.00% Added +1.6k +1,566
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,13422.1k $691.0k $691.0k 0.00% Added +2.2k +2,247
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,07221.1k $657.0k $657.0k 0.00% Reduced -7.8k -7,814
51 Hyundai Investments Co., Ltd. 0.70% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 20,68420.7k $645.8k $645.8k 0.70% Added +1.9k +1,948
52 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 19,67019.7k $613.3k $613.3k 0.01% Added +9.8k +9,751
53 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 19,00019.0k $592.4k $592.4k 0.00% Reduced -1.7k -1,692
54 LEUTHOLD GROUP, LLC 0.06% of their portfolio MINNEAPOLIS, MN 18,41318.4k $574.1k $574.1k 0.06% Reduced -235.7k -235,652
55 RPg Family Wealth Advisory, LLC 0.05% of their portfolio BURLINGTON, MA 17,90617.9k $558.3k $558.3k 0.05% Added +8.8k +8,844
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,84317.8k $556.3k $556.3k 0.00% Reduced -14.1k -14,132
57 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,49117.5k $545.4k $545.4k 0.00% Unchanged
58 CCG WEALTH MANAGEMENT, LLC 0.12% of their portfolio SAN DIEGO, CA 17,03317.0k $531.1k $531.1k 0.12% Unchanged
59 Omega Financial Group, LLC 0.15% of their portfolio Santa Barbara, CA 15,60515.6k $486.6k $486.6k 0.15% Reduced -342 -342
60 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 14,35614.4k $447.6k $447.6k 0.01% Added +56 +56
61 Patten Group, Inc. 0.07% of their portfolio CHATTANOOGA, TN 13,94113.9k $434.7k $434.7k 0.07% Reduced -319 -319
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 13,56313.6k $422.9k $422.9k 0.00% Reduced -80.3k -80,273
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,82212.8k $399.8k $399.8k 0.00% Reduced -21.9k -21,885
64 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,40412.4k $386.7k $386.7k 0.00% Reduced -3.3k -3,276
65 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 12,36012.4k $385.4k $385.4k 0.00% Added +1.1k +1,134
66 Odyssey Capital Advisors, Inc. 0.25% of their portfolio BALA CYNWYD, PA 11,33411.3k $353.4k $353.4k 0.25% Added +1.8k +1,765
67 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,01011.0k $343.3k $343.3k 0.00% Unchanged
68 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 10,99811.0k $342.9k $342.9k 0.01% Reduced -6.2k -6,155
69 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 10,52510.5k $328.2k $328.2k 0.01% New
70 Cambridge Advisors Inc. 0.06% of their portfolio OMAHA, NE 10,40010.4k $324.3k $324.3k 0.06% Unchanged
71 Wagner Wealth Management, Corp 0.26% of their portfolio CONYNGHAM, PA 10,20810.2k $318.3k $318.3k 0.26% Added +1.9k +1,853
72 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio HILLSDALE, NY 9,7809.8k $304.9k $304.9k 0.09% Added +869 +869
73 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.15% of their portfolio PORTLAND, OR 8,9679.0k $279.6k $279.6k 0.15% New
74 Risk Paradigm Group, LLC 0.21% of their portfolio BURLINGTON, MA 8,5498.5k $266.6k $266.6k 0.21% Reduced -109 -109
75 Tennessee Valley Asset Management Partners 0.03% of their portfolio KNOXVILLE, TN 8,0648.1k $251.4k $251.4k 0.03% Added +204 +204
76 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 7,8307.8k $244.1k $244.1k 0.00% Reduced -2.9k -2,899
77 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,7097.7k $240.4k $240.4k 0.00% Reduced -770 -770
78 FIDUCIARY FINANCIAL GROUP, LLC 0.03% of their portfolio SAN RAFAEL, CA 7,5187.5k $234.4k $234.4k 0.03% New
79 Dunhill Financial, LLC 0.05% of their portfolio LONDON, X0 7,1797.2k $223.8k $223.8k 0.05% Unchanged
80 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,8316.8k $213.0k $213.0k 0.01% New
81 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 6,7926.8k $211.8k $211.8k 0.00% New
82 United Advisor Group, LLC 0.02% of their portfolio CINCINNATI, OH 6,5356.5k $203.8k $203.8k 0.02% New
83 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,5754.6k $142.7k $142.7k 0.01% Added +861 +861
84 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,9303.9k $122.5k $122.5k 0.00% New
85 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,9203.9k $122.2k $122.2k 0.01% Unchanged
86 Keating Financial Advisory Services, Inc. 0.01% of their portfolio MANHATTAN, KS 2,9442.9k $91.8k $91.8k 0.01% Reduced -2.9k -2,930
87 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,4972.5k $77.9k $77.9k 0.00% Reduced -105 -105
88 FMR LLC 0.00% of their portfolio BOSTON, MA 2,2472.2k $70.1k $70.1k 0.00% Added +1.0k +1,006
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,7001.7k $53.0k $53.0k 0.00% Reduced -964 -964
90 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,6481.6k $51.4k $51.4k 0.01% New
91 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $46.8k $46.8k 0.00% Unchanged
92 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,4651.5k $45.7k $45.7k 0.00% Unchanged
93 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 1,3321.3k $41.5k $41.5k 0.00% New
94 LFA - Lugano Financial Advisors SA 0.02% of their portfolio LUGANO, V8 1,2741.3k $39.7k $39.7k 0.02% Reduced -124.4k -124,430
95 Hamrick Investment Counsel, llc 0.02% of their portfolio SEATTLE, WA 1,1201.1k $34.9k $34.9k 0.02% Added +520 +520
96 Urban Financial Advisory Corp 0.01% of their portfolio CHICAGO, IL 874874 $27.3k $27.3k 0.01% Reduced -35 -35
97 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 850850 $26.5k $26.5k 0.00% Unchanged
98 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 694694 $22.0k $22.0k 0.00% Added +63 +63
99 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 597597 $18.6k $18.6k 0.00% Reduced -96 -96
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 550550 $17.1k $17.1k 0.00% Added +331 +331