State Street SPDR BloombergEBNDETF
13F holders, Q1 2025 (March 31)191holders −20
25new positions
46sold out
2famous investors
$20.07avg. 13F price*
At the end of Q1 2025, 191 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, down 20 from Q4 2024. 25 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($847.3M), Empower Advisory Group, LLC ($467.1M) and State Street Corp. ($61.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $12.7M |
| Exits | 46 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,691,630 shares bought and 5,014,622 shares sold, net −2,322,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Charles Schwab Investment Management Inc. | 0.16% | Reduce -5.7% | 42,219,385 | $847.3M |
| Empower Advisory Group, LLC | 1.52% | Add +7.1% | 23,271,924 | $467.1M |
| State Street Corp. | 0.00% | Reduce -6.4% | 3,072,480 | $61.7M |
| Sei Investments Co. | 0.05% | Reduce -4.0% | 1,952,929 | $39.2M |
| LPL Financial LLC | 0.01% | Reduce -30.8% | 857,534 | $17.2M |
| CI Investments Inc. | 0.07% | Reduce -14.1% | 819,823 | $16.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -1.0% | 750,137 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 458,912 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 375,626 | $7.5M |
| Assetmark, Inc. | 0.02% | Reduce -53.1% | 295,938 | $5.9M |
| HSBC Holdings PLC | 0.00% | Reduce -7.6% | 281,174 | $5.6M |
| Valmark Advisers, Inc. | 0.08% | Add +0.1% | 278,653 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Add +119.9% | 263,700 | $5.3M |
| Park Avenue Securities LLC | 0.06% | Reduce -0.6% | 256,825 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +162.7% | 253,406 | $5.1M |
| Summit Global Investments | 0.31% | New | 214,694 | $4.3M |
| City State Bank | 1.36% | Add +5.2% | 205,384 | $4.1M |
| Varma Mutual Pension Insurance Co | 0.03% | No change | 200,000 | $4.0M |
| Genesis Wealth Advisors, LLC | 2.87% | New | 176,468 | $3.5M |
| Avos Capital Management, LLC | 2.17% | New | 164,275 | $3.3M |
| UBS Group AG | 0.00% | Add +1.8% | 136,078 | $2.7M |
| Aspire Private Capital, LLC | 0.68% | Reduce -43.7% | 135,952 | $2.7M |
| Econ Financial Services Corp | 1.29% | Add +1.6% | 120,518 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.4% | 111,932 | $2.2M |
| Austin Private Wealth, LLC | 0.20% | Add +176.8% | 109,271 | $2.2M |
| Hibernia Wealth Partners, LLC | 1.52% | Reduce -2.8% | 106,641 | $2.1M |
| First Citizens Bank & Trust Co. | 0.05% | Add +1.4% | 105,073 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Add +4.8% | 90,973 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.9% | 84,870 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +11.1% | 80,441 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -8.5% | 78,778 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.2% | 78,421 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -32.3% | 77,770 | $1.6M |
| Red Lighthouse Investment Management, LLC | 0.55% | Add +119.4% | 66,409 | $1.4M |
| Sharkey, Howes & Javer | 0.18% | Reduce -39.2% | 63,825 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.8% | 53,624 | $1.1M |
| &partners | 0.01% | Add +0.6% | 53,046 | $1.1M |
| Landmark Wealth Management, Inc. | 0.48% | Reduce -47.0% | 50,509 | $1.0M |
| Treasure Coast Financial Planning | 0.61% | Reduce -1.5% | 48,634 | $976K |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 48,627 | $976K |
| Raleigh Capital Management Inc. | 0.42% | Reduce -43.6% | 46,513 | $934K |
| Morgan Stanley | 0.00% | Reduce -11.4% | 46,310 | $929K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.9% | 45,028 | $904K |
| Rainey & Randall Wealth Advisors Inc. | 0.18% | Add +0.3% | 44,897 | $901K |
| Signal Advisors Wealth, LLC | 0.09% | Add +0.1% | 44,786 | $899K |
| Tempus Wealth Planning, LLC | 0.26% | Reduce -7.2% | 44,106 | $885K |
| Jane Street Group, LLC | 0.00% | Reduce -58.3% | 44,059 | $884K |
| McNamara Financial Services, Inc. | 0.19% | Reduce -36.0% | 44,035 | $884K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.6% | 42,032 | $844K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -3.7% | 36,574 | $734K |
| Equitable Holdings, Inc. | 0.01% | Add +86.8% | 31,494 | $632K |
| Fourth Dimension Wealth, LLC | 0.30% | Add +41.7% | 30,568 | $613K |
| Rakuten Investment Management, Inc. | 0.00% | — | 29,340 | $587K |
| Merit Financial Group, LLC | 0.01% | New | 27,949 | $561K |
| Upper Left Wealth Management, LLC | 0.39% | Add +6.7% | 27,024 | $542K |
| Creative Planning | 0.00% | Add +20.7% | 26,859 | $539K |
| Capital CS Group, LLC | 0.92% | Add +6.0% | 26,856 | $539K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 25,109 | $504K |
| RFG Advisory, LLC | 0.01% | Reduce -35.0% | 24,673 | $495K |
| Bleakley Financial Group, LLC | 0.02% | Add +118.7% | 24,229 | $486K |
| IFP Advisors, Inc | 0.01% | Reduce -18.1% | 23,833 | $478K |
| Dravo Bay LLC | 0.24% | Reduce -10.9% | 22,882 | $459K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Reduce -5.1% | 21,991 | $441K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -10.2% | 21,290 | $427K |
| Harbour Investments, Inc. | 0.01% | Reduce -36.7% | 20,538 | $412K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.5% | 20,338 | $408K |
| Novus Advisors, LLC | 0.40% | Reduce -45.7% | 19,587 | $393K |
| Geneos Wealth Management Inc. | 0.01% | Add +91.1% | 18,836 | $378K |
| Private Advisor Group, LLC | 0.00% | Add +1.8% | 18,781 | $377K |
| Royal Bank of Canada | 0.00% | Reduce -27.6% | 18,731 | $376K |
| FSB Premier Wealth Management, Inc. | 0.14% | Reduce -35.9% | 17,821 | $358K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.37% | Reduce -12.2% | 17,524 | $352K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.4% | 17,332 | $348K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.1% | 17,288 | $347K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.6% | 17,281 | $347K |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 16,749 | $336K |
| Diversified Enterprises, LLC | 0.03% | New | 16,092 | $323K |
| Wealthfront Advisers LLC | 0.00% | Add +43.2% | 15,318 | $307K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -5.9% | 14,867 | $298K |
| Citadel Advisors | 0.00% | New | 13,739 | $276K |
| Baird Financial Group, Inc. | 0.00% | Reduce -15.3% | 13,672 | $274K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -35.5% | 13,641 | $274K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -35.5% | 13,641 | $274K |
| Townsquare Capital LLC | 0.00% | Add +27.5% | 13,629 | $274K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -40.1% | 13,591 | $273K |
| Mariner, LLC | 0.00% | Add +7.9% | 13,491 | $271K |
| Capital Insight Partners, LLC | 0.04% | Add +0.3% | 12,689 | $255K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 12,685 | $255K |
| Argent Trust Co | 0.01% | Reduce -2.8% | 12,482 | $251K |
| AE Wealth Management LLC | 0.00% | Reduce -35.9% | 12,220 | $245K |
| K2 Financial Inc. | 0.23% | Reduce -2.4% | 11,362 | $232K |
| First Citizens Asset Management, Inc. | 0.09% | Reduce -3.3% | 11,437 | $230K |
| Lockerman Financial Group, Inc. | 0.33% | New | 11,016 | $221K |
| Balboa Wealth Partners | 0.05% | Reduce -47.7% | 10,507 | $211K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -77.2% | 10,507 | $211K |
| Richardson Financial Services Inc. | 0.12% | Reduce -54.2% | 8,073 | $162K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 7,185 | $144K |
| FMR LLC | 0.00% | Add +15.2% | 5,477 | $110K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -24.2% | 5,471 | $110K |
| Global Financial Private Client, LLC | 0.04% | Reduce -38.0% | 5,244 | $105K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.