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 |
| Iams Wealth Management, LLC | 0.10% | New | 11,466 | $224K |
| Bleakley Financial Group, LLC | 0.01% | New | 11,080 | $216K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +3.8% | 10,765 | $210K |
| Wealthfront Advisers LLC | 0.00% | Add +6.8% | 10,699 | $209K |
| Townsquare Capital LLC | 0.00% | New | 10,687 | $209K |
| CoreCap Advisors, LLC | 0.01% | Add +58.0% | 10,455 | $204K |
| Brown Wealth Management, LLC | 0.07% | New | 10,236 | $200K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.1% | 9,855 | $192K |
| Global Financial Private Client, LLC | 0.06% | Add +5.6% | 8,462 | $165K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -44.7% | 7,218 | $141K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 7,185 | $140K |
| Sandy Spring Bank | 0.01% | No change | 6,400 | $125K |
| Tortoise Investment Management, LLC | 0.01% | No change | 6,050 | $118K |
| Castleview Partners, LLC | 0.06% | Add +17.2% | 5,795 | $113K |
| Comerica Bank | 0.00% | Add +14.5% | 5,805 | $113K |
| Versant Capital Management, Inc | 0.02% | No change | 5,463 | $107K |
| Balefire, LLC | 0.04% | Add +1.4% | 5,409 | $106K |
| WPG Advisers, LLC | 0.09% | — | 5,190 | $101K |
| FMR LLC | 0.00% | Reduce -0.3% | 4,754 | $93K |
| Breakwater Investment Management | 0.04% | No change | 4,660 | $91K |
| Principal Securities, Inc. | 0.00% | Add +20.4% | 4,390 | $86K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +1.6% | 4,153 | $81K |
| Allworth Financial LP | 0.00% | Add +520.4% | 3,902 | $78K |
| Caitlin John, LLC | 0.05% | Reduce -1.3% | 3,636 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.0% | 3,378 | $66K |
| Larson Financial Group LLC | 0.00% | Add +32.7% | 2,700 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.1% | 2,663 | $52K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -11.3% | 2,565 | $50K |
| Capital Analysts, LLC | 0.00% | Reduce -10.0% | 2,054 | $40K |
| Barclays PLC | 0.00% | No change | 2,000 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.5% | 1,964 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 1,540 | $30K |
| Pacifica Partners Inc. | 0.01% | No change | 1,335 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.5% | 1,293 | $25K |
| Cwm, LLC | 0.00% | Reduce -79.3% | 1,200 | $23K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,100 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 1,040 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +16.2% | 1,034 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.4% | 1,014 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.8% | 995 | $19K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 970 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +166.7% | 936 | $18K |
| Synergy Investment Management, LLC | 0.01% | — | 923 | $18K |
| SBI Securities Co., Ltd. | 0.00% | — | 853 | $17K |
| Optimum Investment Advisors | 0.01% | Add +8.7% | 727 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +690.9% | 696 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 620 | $12K |
| Transce3nd, LLC | 0.00% | — | 581 | $11K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.3% | 551 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 535 | $10K |
| MCF Advisors LLC | 0.00% | No change | 525 | $10K |
| Jones Financial Companies LLLP | 0.00% | Reduce -52.2% | 490 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 459 | $9K |
| MAI Capital Management | 0.00% | New | 447 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 416 | $8K |
| Transcendent Capital Group LLC | 0.00% | Add +1.8% | 396 | $8K |
| Bank of Montreal | 0.00% | Reduce -95.8% | 334 | $7K |
| Integrity Financial Corp | 0.00% | New | 284 | $6K |
| NorthRock Partners, LLC | 0.00% | Add +52.6% | 264 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 252 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 228 | $4K |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -0.9% | 215 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $4K |
| Avion Wealth | 0.00% | No change | 251 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 167 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 165 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 178 | $3K |
| Investors Research Corp | 0.00% | No change | 162 | $3K |
| Golden State Wealth Management, LLC | 0.00% | — | 148 | $3K |
| Contravisory Investment Management, Inc. | 0.00% | New | 143 | $3K |
| Human Investing LLC | 0.00% | New | 124 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 123 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 109 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 115 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +6.7% | 111 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 110 | $2K |
| Robinswood Financial LLC | 0.00% | Reduce -88.2% | 107 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -87.0% | 102 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 98 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.1% | 97 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 93 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 68 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 66 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 64 | $1K |
| Element Wealth, LLC | 0.00% | No change | 62 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -67.0% | 62 | $1K |
| Blair William & Co. | 0.00% | No change | 55 | $1K |
| Covestor Ltd | 0.00% | Add +207.7% | 40 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 41 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 47 | $920 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $859 |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $781 |
| Citigroup Inc. | 0.00% | Add +8.1% | 40 | $781 |
| Financial Management Professionals, Inc. | 0.00% | No change | 31 | $605 |
| Salomon & Ludwin, LLC | 0.00% | New | 31 | $605 |
| Sunbelt Securities, Inc. | 0.00% | No change | 30 | $587 |
| CNB Bank | 0.00% | No change | 30 | $586 |
| NBZ Investment Advisors LLC | 0.00% | — | 27 | $527 |
| Key Financial Inc | 0.00% | New | 27 | $527 |
| Kestra Investment Management, LLC | 0.00% | New | 20 | $391 |
| Investment Counsel Co. of Nevada | 0.00% | — | 15 | $293 |
| CVA Family Office, LLC | 0.00% | No change | 13 | $254 |
| Spurstone Advisory Services, LLC | 0.00% | — | 10 | $195 |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $156 |
| Armor Investment Advisors, LLC | 0.00% | New | 6 | $117 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 6 | $117 |
| United Community Bank | 0.00% | New | 5 | $98 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 3 | $59 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2 | $40 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 15 | $0 |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.