State Street SPDR BloombergEBNDETF
13F holders, Q4 2024 (December 31)211holders +17
32new positions
28sold out
1famous investor
$19.53avg. 13F price*
At the end of Q4 2024, 211 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, up 17 from Q3 2024. 32 opened new positions and 28 sold out. The largest holders were Charles Schwab Investment Management Inc. ($874.7M), Empower Advisory Group, LLC ($424.5M) and State Street Corp. ($64.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $6.7M |
| Exits | 28 | $48.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,639,750 shares bought and 5,939,334 shares sold, net −3,299,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Charles Schwab Investment Management Inc. | 0.16% | Reduce -5.9% | 44,787,079 | $874.7M |
| Empower Advisory Group, LLC | 1.43% | Add +7.5% | 21,733,689 | $424.5M |
| State Street Corp. | 0.00% | Add +8.4% | 3,281,492 | $64.1M |
| Sei Investments Co. | 0.05% | Add +2.6% | 2,034,790 | $39.7M |
| LPL Financial LLC | 0.01% | Add +4.8% | 1,238,324 | $24.2M |
| CI Investments Inc. | 0.07% | Add +0.3% | 953,873 | $18.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +11.4% | 757,519 | $14.8M |
| Assetmark, Inc. | 0.03% | Add +2.7% | 630,520 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 498,427 | $9.7M |
| Bank of America Corp. | 0.00% | Add +0.7% | 420,932 | $8.2M |
| HSBC Holdings PLC | 0.00% | Add +2.0% | 304,303 | $5.9M |
| Valmark Advisers, Inc. | 0.08% | Add +69.8% | 278,377 | $5.4M |
| Park Avenue Securities LLC | 0.05% | Reduce -15.9% | 258,313 | $5.0M |
| Aspire Private Capital, LLC | 1.17% | Add +4.8% | 241,438 | $4.7M |
| Varma Mutual Pension Insurance Co | 0.03% | No change | 200,000 | $3.9M |
| City State Bank | 1.34% | Reduce -9.5% | 195,184 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.0% | 137,159 | $2.7M |
| UBS Group AG | 0.00% | Add +2.5% | 133,621 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -2.2% | 119,900 | $2.3M |
| Econ Financial Services Corp | 1.33% | New | 118,570 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.7% | 114,806 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +10.5% | 112,972 | $2.2M |
| Hibernia Wealth Partners, LLC | 1.64% | Reduce -49.7% | 109,695 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -8.8% | 105,583 | $2.1M |
| Sharkey, Howes & Javer | 0.29% | Reduce -2.8% | 105,052 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -1.3% | 103,610 | $2.0M |
| GeoWealth Management, LLC | 0.06% | Add +6.6% | 101,041 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 96,474 | $1.9M |
| Landmark Wealth Management, Inc. | 0.91% | Add +15.1% | 95,360 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Reduce -27.6% | 86,823 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 86,099 | $1.7M |
| Raleigh Capital Management Inc. | 0.62% | Add +18.8% | 82,457 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +39.2% | 77,458 | $1.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +1.6% | 72,424 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +7.0% | 70,377 | $1.4M |
| McNamara Financial Services, Inc. | 0.32% | Reduce -3.2% | 68,758 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.8% | 65,441 | $1.3M |
| Old Mission Capital LLC | 0.02% | Reduce -44.6% | 54,615 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Reduce -0.4% | 54,232 | $1.1M |
| &partners | 0.01% | Add +3.4% | 52,743 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -37.1% | 52,283 | $1.0M |
| Treasure Coast Financial Planning | 0.64% | Reduce -33.8% | 49,359 | $964K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 49,192 | $961K |
| Tempus Wealth Planning, LLC | 0.28% | Reduce -3.1% | 47,526 | $928K |
| Ameriprise Financial Inc. | 0.00% | Add +17.1% | 47,085 | $919K |
| Axxcess Wealth Management, LLC | 0.02% | Add +0.9% | 46,103 | $900K |
| Rainey & Randall Wealth Advisors Inc. | 0.17% | Add +0.8% | 44,778 | $875K |
| Signal Advisors Wealth, LLC | 0.10% | New | 44,764 | $874K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 43,770 | $855K |
| Austin Private Wealth, LLC | 0.07% | Add +13.1% | 39,479 | $771K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -6.6% | 37,995 | $742K |
| RFG Advisory, LLC | 0.02% | Add +8.2% | 37,959 | $741K |
| Novus Advisors, LLC | 0.70% | — | 36,042 | $704K |
| Aveo Capital Partners, LLC | 0.07% | Add +4.4% | 33,861 | $661K |
| Harbour Investments, Inc. | 0.02% | Add +12.9% | 32,437 | $634K |
| Red Lighthouse Investment Management, LLC | 0.23% | Reduce -18.4% | 30,274 | $591K |
| Ironwood Wealth Management, LLC. | 0.18% | No change | 29,258 | $571K |
| IFP Advisors, Inc | 0.02% | Reduce -15.6% | 29,116 | $569K |
| FSB Premier Wealth Management, Inc. | 0.22% | Reduce -0.4% | 27,793 | $543K |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 25,865 | $505K |
| Dravo Bay LLC | 0.24% | Add +8.1% | 25,694 | $502K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.9% | 25,445 | $497K |
| Capital CS Group, LLC | 0.66% | Add +10.8% | 25,339 | $495K |
| Upper Left Wealth Management, LLC | 0.42% | Add +2.8% | 25,337 | $495K |
| Goldman Sachs Group Inc. | 0.00% | New | 24,467 | $478K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -7.4% | 23,708 | $463K |
| Financial Strategies Group, Inc. | 0.11% | Add +1.1% | 23,258 | $454K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +6.1% | 23,181 | $453K |
| CreativeOne Wealth, LLC | 0.01% | Add +23.6% | 22,689 | $443K |
| Creative Planning | 0.00% | Reduce -0.8% | 22,256 | $435K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -43.3% | 21,522 | $432K |
| Fourth Dimension Wealth, LLC | 0.22% | — | 21,566 | $421K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.6% | 21,144 | $413K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +4.6% | 21,144 | $413K |
| Compound Planning, Inc. | 0.02% | Add +20.9% | 20,381 | $398K |
| Balboa Wealth Partners | 0.09% | Add +7.0% | 20,088 | $392K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.42% | — | 19,957 | $390K |
| AE Wealth Management LLC | 0.00% | Add +20.4% | 19,053 | $372K |
| Private Advisor Group, LLC | 0.00% | Reduce -87.7% | 18,457 | $360K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.3% | 17,751 | $347K |
| Richardson Financial Services Inc. | 0.24% | Reduce -10.8% | 17,611 | $345K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 17,066 | $333K |
| Equitable Holdings, Inc. | 0.00% | New | 16,859 | $329K |
| Hart & Patterson Financial Group LLC | 0.15% | Reduce -0.4% | 16,139 | $315K |
| Baird Financial Group, Inc. | 0.00% | Reduce -68.3% | 16,139 | $315K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -5.2% | 15,793 | $308K |
| Ascent Group, LLC | 0.02% | Add +2.0% | 15,770 | $308K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.7% | 15,706 | $307K |
| Kestra Advisory Services, LLC | 0.00% | New | 15,128 | $295K |
| Raymond James Financial Inc. | 0.00% | — | 14,175 | $277K |
| Kelly Financial Services LLC | 0.10% | Reduce -31.4% | 14,135 | $276K |
| Stark Wealth Management LLC | 0.20% | — | 14,049 | $274K |
| Flow Traders U.S. LLC | 0.01% | New | 13,043 | $255K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 13,055 | $255K |
| Argent Trust Co | 0.01% | Add +13.9% | 12,840 | $251K |
| Capital Insight Partners, LLC | 0.04% | Reduce -13.4% | 12,656 | $247K |
| Csenge Advisory Group | 0.01% | Add +13.2% | 12,502 | $244K |
| Mariner, LLC | 0.00% | Reduce -18.1% | 12,500 | $244K |
| First Citizens Asset Management, Inc. | 0.08% | Reduce -7.9% | 11,828 | $231K |
| K2 Financial Inc. | 0.23% | — | 11,645 | $227K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.