Vault-13

SPDR SER TR EBND

BLOOMBERG EMERGI · ETP · CUSIP 78464A391

194 institutional holders -21 vs Q4 2024
79,512,11179.5m shares reported held*
$1.6bnreported value*
25 new 51 added 84 reduced 46 sold out net sold ≈ $49.7m (-2.4m 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 ≈ $20.07.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 151Q4 22: 177Q1 23: 184Q2 23: 181Q3 23: 173Q4 23: 191Q1 24: 199Q2 24: 191Q3 24: 197Q4 24: 215Q1 25: 194194Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022151
Q4 2022177
Q1 2023184
Q2 2023181
Q3 2023173
Q4 2023191
Q1 2024199
Q2 2024191
Q3 2024197
Q4 2024215
Q1 2025194

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 91 bought or addedQ2 23: 78 cut or sold outQ3 23: 93 bought or addedQ3 23: 85 cut or sold outQ3 23Q4 23: 90 bought or addedQ4 23: 85 cut or sold outQ1 24: 115 bought or addedQ1 24: 83 cut or sold outQ1 24Q2 24: 92 bought or addedQ2 24: 90 cut or sold outQ3 24: 92 bought or addedQ3 24: 88 cut or sold outQ3 24Q4 24: 103 bought or addedQ4 24: 84 cut or sold outQ1 25: 76 bought or addedQ1 25: 130 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239178
Q3 20239385
Q4 20239085
Q1 202411583
Q2 20249290
Q3 20249288
Q4 202410384
Q1 202576130

Biggest buyers

Empower Advisory Group, LLC Added +1,538,235+1.5m
Summit Global Investments New +214,694+214.7k
Genesis Wealth Advisors, LLC New +176,468+176.5k
Avos Capital Management, LLC New +164,275+164.3k
WELLS FARGO & COMPANY/MN Added +156,932+156.9k
D. E. Shaw & Co., Inc. Added +143,800+143.8k
Austin Private Wealth, LLC Added +69,792+69.8k
Geneos Wealth Management Inc. Added +36,715+36.7k
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Added +36,135+36.1k
Merit Financial Group, LLC New +27,949+27.9k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -2,567,694-2.6m
LPL Financial LLC Reduced -380,790-380.8k
ASSETMARK, INC Reduced -334,582-334.6k
STATE STREET CORP Reduced -209,012-209.0k
MACKENZIE FINANCIAL CORP Reduced -169,496-169.5k
CI INVESTMENTS INC. Reduced -134,050-134.1k
Aspire Private Capital, LLC Reduced -105,486-105.5k
GeoWealth Management, LLC Sold out -101,041-101.0k
SEI INVESTMENTS CO Reduced -81,861-81.9k
JANE STREET GROUP, LLC Reduced -61,524-61.5k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.16% of their portfolio SAN FRANCISCO, CA 42,219,38542.2m $847.3m $847.3m 0.16% Reduced -2.6m -2,567,694
2 Empower Advisory Group, LLC 1.52% of their portfolio Greenwood Village, CO 23,271,92423.3m $467.1m $467.1m 1.52% Added +1.5m +1,538,235
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 3,072,4803.1m $61.7m $61.7m 0.00% Reduced -209.0k -209,012
4 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 1,952,9292.0m $39.2m $39.2m 0.05% Reduced -81.9k -81,861
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 857,534857.5k $17.2m $17.2m 0.01% Reduced -380.8k -380,790
6 CI INVESTMENTS INC. 0.07% of their portfolio TORONTO, Z4 819,823819.8k $16.5m $16.5m 0.07% Reduced -134.1k -134,050
7 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 750,137750.1k $15.1m $15.1m 0.06% Reduced -7.4k -7,382
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 458,912458.9k $9.2m $9.2m 0.00% Reduced -39.5k -39,515
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 375,626375.6k $7.5m $7.5m 0.00% Reduced -45.3k -45,306
10 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 295,938295.9k $5.9m $5.9m 0.02% Reduced -334.6k -334,582
11 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 281,174281.2k $5.6m $5.6m 0.00% Reduced -23.1k -23,129
12 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 278,653278.7k $5.6m $5.6m 0.08% Added +276 +276
13 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 263,700263.7k $5.3m $5.3m 0.01% Added +143.8k +143,800
14 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 256,825256.8k $5.2m $5.2m 0.06% Reduced -1.5k -1,488
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 253,406253.4k $5.1m $5.1m 0.00% Added +156.9k +156,932
16 Summit Global Investments 0.31% of their portfolio BOUNTIFUL, UT 214,694214.7k $4.3m $4.3m 0.31% New
17 City State Bank 1.36% of their portfolio NORWALK, IA 205,384205.4k $4.1m $4.1m 1.36% Added +10.2k +10,200
18 Varma Mutual Pension Insurance Co 0.03% of their portfolio Varma, H9 200,000200.0k $4.0m $4.0m 0.03% Unchanged
19 Genesis Wealth Advisors, LLC 2.87% of their portfolio BRAINTREE, MA 176,468176.5k $3.5m $3.5m 2.87% New
20 Avos Capital Management, LLC 2.17% of their portfolio SEATTLE, WA 164,275164.3k $3.3m $3.3m 2.17% New
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 136,078136.1k $2.7m $2.7m 0.00% Added +2.5k +2,457
22 Aspire Private Capital, LLC 0.68% of their portfolio Cornelius, NC 135,952136.0k $2.7m $2.7m 0.68% Reduced -105.5k -105,486
23 Econ Financial Services Corp 1.29% of their portfolio HARRISBURG, PA 120,518120.5k $2.4m $2.4m 1.29% Added +1.9k +1,948
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 111,932111.9k $2.2m $2.2m 0.00% Reduced -25.2k -25,227
25 Austin Private Wealth, LLC 0.20% of their portfolio Austin, TX 109,271109.3k $2.2m $2.2m 0.20% Added +69.8k +69,792
26 Hibernia Wealth Partners, LLC 1.52% of their portfolio BATON ROUGE, LA 106,641106.6k $2.1m $2.1m 1.52% Reduced -3.1k -3,054
27 FIRST CITIZENS BANK & TRUST CO 0.05% of their portfolio RALEIGH, NC 105,073105.1k $2.1m $2.1m 0.05% Added +1.5k +1,463
28 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 90,97391.0k $1.8m $1.8m 0.00% Reduced -169.5k -169,496
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 84,87084.9k $1.7m $1.7m 0.01% Reduced -28.1k -28,102
30 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 80,44180.4k $1.6m $1.6m 0.04% Added +8.0k +8,017
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 78,77878.8k $1.6m $1.6m 0.00% Reduced -7.3k -7,321
32 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 78,42178.4k $1.6m $1.6m 0.04% Added +963 +963
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,77077.8k $1.6m $1.6m 0.01% Reduced -37.0k -37,036
34 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.55% of their portfolio HILLSDALE, NY 66,40966.4k $1.4m $1.4m 0.55% Added +36.1k +36,135
35 Sharkey, Howes & Javer 0.18% of their portfolio DENVER, CO 63,82563.8k $1.3m $1.3m 0.18% Reduced -41.2k -41,227
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,62453.6k $1.1m $1.1m 0.00% Reduced -16.8k -16,753
37 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 53,04653.0k $1.1m $1.1m 0.01% Added +303 +303
38 LANDMARK WEALTH MANAGEMENT, INC. 0.48% of their portfolio NORMAL, IL 50,50950.5k $1.0m $1.0m 0.48% Reduced -44.9k -44,851
39 Treasure Coast Financial Planning 0.61% of their portfolio VERO BEACH, FL 48,63448.6k $976.1k $976.1k 0.61% Reduced -725 -725
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 48,62748.6k $975.9k $975.9k 0.00% Added +1.5k +1,542
41 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 46,57046.6k $934.7k $934.7k 0.01% Added +36.7k +36,715
42 Raleigh Capital Management Inc. 0.42% of their portfolio CARY, NC 46,51346.5k $933.5k $933.5k 0.42% Reduced -35.9k -35,944
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 46,31046.3k $929.5k $929.5k 0.00% Reduced -6.0k -5,973
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 45,02845.0k $903.7k $903.7k 0.01% Added +1.3k +1,258
45 RAINEY & RANDALL WEALTH ADVISORS INC. 0.18% of their portfolio Celebration, FL 44,89744.9k $901.1k $901.1k 0.18% Added +119 +119
46 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 44,78644.8k $898.9k $898.9k 0.09% Added +22 +22
47 Tempus Wealth Planning, LLC 0.26% of their portfolio IRVINE, CA 44,10644.1k $885.2k $885.2k 0.26% Reduced -3.4k -3,420
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,05944.1k $884.3k $884.3k 0.00% Reduced -61.5k -61,524
49 McNamara Financial Services, Inc. 0.19% of their portfolio MARSHFIELD, MA 44,03544.0k $883.8k $883.8k 0.19% Reduced -24.7k -24,723
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 42,03242.0k $843.6k $843.6k 0.00% Reduced -7.2k -7,160
51 LEAVELL INVESTMENT MANAGEMENT, INC. 0.04% of their portfolio MOBILE, AL 36,57436.6k $734.0k $734.0k 0.04% Reduced -1.4k -1,421
52 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 34,78534.8k $686.7k $686.7k 0.00% Added +13.6k +13,641
53 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 31,49431.5k $632.1k $632.1k 0.01% Added +14.6k +14,635
54 Fourth Dimension Wealth, LLC 0.30% of their portfolio MIDDLEBURG HEIGHTS, OH 30,56830.6k $613.5k $613.5k 0.30% Added +9.0k +9,002
55 Rakuten Investment Management, Inc. 0.00% of their portfolio TOKYO, M0 29,34029.3k $587.1k $587.1k 0.00% First filing
56 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 27,94927.9k $560.9k $560.9k 0.01% New
57 Upper Left Wealth Management, LLC 0.39% of their portfolio TAMPA, FL 27,02427.0k $542.4k $542.4k 0.39% Added +1.7k +1,687
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 26,85926.9k $539.1k $539.1k 0.00% Added +4.6k +4,603
59 Capital CS Group, LLC 0.92% of their portfolio IRVINE, CA 26,85626.9k $539.0k $539.0k 0.92% Added +1.5k +1,517
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,10925.1k $503.9k $503.9k 0.00% Reduced -336 -336
61 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 24,67324.7k $495.2k $495.2k 0.01% Reduced -13.3k -13,286
62 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 24,22924.2k $486.3k $486.3k 0.02% Added +13.1k +13,149
63 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 23,83323.8k $478.3k $478.3k 0.01% Reduced -5.3k -5,283
64 DRAVO BAY LLC 0.24% of their portfolio REHOBOTH BEACH, DE 22,88222.9k $459.2k $459.2k 0.24% Reduced -2.8k -2,812
65 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.16% of their portfolio WALTHAM, MA 21,99122.0k $441.4k $441.4k 0.16% Reduced -1.2k -1,190
66 Lifeworks Advisors, LLC 0.07% of their portfolio GRAND RAPIDS, MI 21,29021.3k $427.3k $427.3k 0.07% Reduced -2.4k -2,418
67 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 20,53820.5k $412.2k $412.2k 0.01% Reduced -11.9k -11,899
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 20,33820.3k $408.2k $408.2k 0.00% Reduced -1.2k -1,184
69 NOVUS ADVISORS, LLC 0.40% of their portfolio GREENVILLE, SC 19,58719.6k $393.1k $393.1k 0.40% Reduced -16.5k -16,455
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 18,78118.8k $376.9k $376.9k 0.00% Added +324 +324
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,73118.7k $376.0k $376.0k 0.00% Reduced -7.1k -7,134
72 FSB PREMIER WEALTH MANAGEMENT, INC. 0.14% of their portfolio WATERLOO, IA 17,82117.8k $357.7k $357.7k 0.14% Reduced -10.0k -9,972
73 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.37% of their portfolio APPLETON, WI 17,52417.5k $351.7k $351.7k 0.37% Reduced -2.4k -2,433
74 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 17,33217.3k $347.9k $347.9k 0.01% Reduced -419 -419
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,28817.3k $347.0k $347.0k 0.00% Added +1.6k +1,582
76 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 17,28117.3k $346.9k $346.9k 0.00% Reduced -48.2k -48,160
77 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,74916.7k $336.2k $336.2k 0.00% Added +2.6k +2,574
78 Diversified Enterprises, LLC 0.03% of their portfolio Wilmington, DE 16,09216.1k $323.0k $323.0k 0.03% New
79 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 15,31815.3k $307.4k $307.4k 0.00% Added +4.6k +4,619
80 Freedom Investment Management, Inc. 0.03% of their portfolio SOUTH WINDSOR, CT 14,86714.9k $298.4k $298.4k 0.03% Reduced -926 -926
81 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,73913.7k $275.7k $275.7k 0.00% New
82 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 13,67213.7k $274.4k $274.4k 0.00% Reduced -2.5k -2,467
83 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 13,64113.6k $273.8k $273.8k 0.00% Reduced -7.5k -7,503
84 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 13,62913.6k $273.5k $273.5k 0.00% Added +2.9k +2,942
85 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 13,59113.6k $272.8k $272.8k 0.01% Reduced -9.1k -9,098
86 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,49113.5k $270.8k $270.8k 0.00% Added +991 +991
87 CAPITAL INSIGHT PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 12,68912.7k $254.7k $254.7k 0.04% Added +33 +33
88 EXENCIAL WEALTH ADVISORS, LLC 0.01% of their portfolio OKLAHOMA CITY, OK 12,68512.7k $254.6k $254.6k 0.01% Reduced -370 -370
89 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 12,48212.5k $250.5k $250.5k 0.01% Reduced -358 -358
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,22012.2k $245.3k $245.3k 0.00% Reduced -6.8k -6,833
91 First Citizens Asset Management, Inc. 0.09% of their portfolio RALEIGH, NC 11,43711.4k $229.5k $229.5k 0.09% Reduced -391 -391
92 K2 Financial Inc. 0.23% of their portfolio GLENDORA, CA 11,36211.4k $232.5k $232.5k 0.23% Reduced -283 -283
93 LOCKERMAN FINANCIAL GROUP, INC. 0.33% of their portfolio NEWPORT BEACH, CA 11,01611.0k $221.1k $221.1k 0.33% New
94 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 10,50710.5k $210.9k $210.9k 0.01% Reduced -35.6k -35,596
95 Balboa Wealth Partners 0.05% of their portfolio SCOTTSDALE, AZ 10,50710.5k $210.9k $210.9k 0.05% Reduced -9.6k -9,581
96 RICHARDSON FINANCIAL SERVICES INC. 0.12% of their portfolio MEDWAY, MA 8,0738.1k $162.0k $162.0k 0.12% Reduced -9.5k -9,538
97 LFA - Lugano Financial Advisors SA 0.10% of their portfolio LUGANO, V8 7,1857.2k $144.2k $144.2k 0.10% Unchanged
98 FMR LLC 0.00% of their portfolio BOSTON, MA 5,4775.5k $109.9k $109.9k 0.00% Added +723 +723
99 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 5,4715.5k $109.8k $109.8k 0.00% Reduced -1.7k -1,747
100 Global Financial Private Client, LLC 0.04% of their portfolio Sarasota, FL 5,2445.2k $105.2k $105.2k 0.04% Reduced -3.2k -3,218