State Street SPDR BloombergEBNDETF
13F holders, Q2 2025 (June 30)184holders −7
22new positions
32sold out
1famous investor
$21.40avg. 13F price*
At the end of Q2 2025, 184 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, down 7 from Q1 2025. 22 opened new positions and 32 sold out. The largest holders were Charles Schwab Investment Management Inc. ($867.8M), Empower Advisory Group, LLC ($516.8M) and CI Investments Inc. ($71.2M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.1M |
| Exits | 32 | $6.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,733,840 shares bought and 2,788,695 shares sold, net +2,945,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Charles Schwab Investment Management Inc. | 0.15% | Reduce -4.0% | 40,552,150 | $867.8M |
| Empower Advisory Group, LLC | 1.55% | Add +3.8% | 24,148,386 | $516.8M |
| CI Investments Inc. | 0.27% | Add +305.6% | 3,325,253 | $71.2M |
| State Street Corp. | 0.00% | Reduce -15.5% | 2,595,955 | $55.6M |
| Sei Investments Co. | 0.05% | Reduce -4.0% | 1,874,342 | $40.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.3% | 804,720 | $17.2M |
| Comerica Bank | 0.07% | Add +15659.4% | 791,121 | $16.9M |
| LPL Financial LLC | 0.01% | Reduce -12.1% | 753,921 | $16.1M |
| Varma Mutual Pension Insurance Co | 0.11% | Add +250.0% | 700,000 | $15.0M |
| Bank of America Corp. | 0.00% | Add +29.9% | 487,775 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 478,821 | $10.2M |
| D. E. Shaw & Co. | 0.01% | Add +31.4% | 346,600 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 303,319 | $6.5M |
| Valmark Advisers, Inc. | 0.09% | Add +4.3% | 290,665 | $6.2M |
| Assetmark, Inc. | 0.01% | Reduce -2.6% | 288,146 | $6.2M |
| HSBC Holdings PLC | 0.00% | Add +0.2% | 281,807 | $6.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -1.3% | 253,555 | $5.4M |
| rebel Financial LLC | 2.25% | — | 230,338 | $4.9M |
| Summit Global Investments | 0.29% | Add +6.4% | 228,442 | $4.9M |
| Hibernia Wealth Partners, LLC | 1.63% | Add +96.4% | 209,403 | $4.5M |
| Avos Capital Management, LLC | 2.55% | Add +27.2% | 209,014 | $4.5M |
| City State Bank | 1.38% | Add +0.0% | 205,414 | $4.4M |
| Genesis Wealth Advisors, LLC | 2.94% | Add +3.8% | 183,145 | $3.9M |
| Austin Private Wealth, LLC | 0.30% | Add +59.5% | 174,244 | $3.7M |
| First Citizens Bank & Trust Co. | 0.06% | Add +37.4% | 144,386 | $3.1M |
| UBS Group AG | 0.00% | Add +5.2% | 143,152 | $3.1M |
| Aspire Private Capital, LLC | 0.68% | Reduce -0.1% | 135,854 | $2.9M |
| Econ Financial Services Corp | 1.13% | Reduce -15.0% | 102,446 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +11.9% | 101,793 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +10.3% | 86,875 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 85,757 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.5% | 85,140 | $1.8M |
| Merit Financial Group, LLC | 0.02% | Add +195.3% | 82,535 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.3% | 78,223 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -5.0% | 76,408 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +343.6% | 76,668 | $1.6M |
| Sharkey, Howes & Javer | 0.17% | Reduce -8.9% | 58,159 | $1.2M |
| Prospera Financial Services Inc | 0.02% | New | 57,487 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 54,983 | $1.2M |
| Landmark Wealth Management, Inc. | 0.49% | Add +5.5% | 53,274 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 50,340 | $1.1M |
| Treasure Coast Financial Planning | 0.62% | Add +1.8% | 49,483 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +101.3% | 48,783 | $1.0M |
| Morgan Stanley | 0.00% | Add +4.5% | 48,390 | $1.0M |
| Raleigh Capital Management Inc. | 0.43% | Add +3.4% | 48,111 | $1.0M |
| Rainey & Randall Wealth Advisors Inc. | 0.18% | Add +3.7% | 46,538 | $996K |
| USA Financial Formulas | 0.17% | New | 45,692 | $978K |
| Wealthfront Advisers LLC | 0.00% | Add +197.7% | 45,603 | $976K |
| Tempus Wealth Planning, LLC | 0.24% | Add +2.0% | 44,983 | $963K |
| McNamara Financial Services, Inc. | 0.19% | Add +1.6% | 44,754 | $958K |
| Simplicity Wealth,LLC | 0.04% | New | 43,782 | $937K |
| Equitable Holdings, Inc. | 0.01% | Add +33.3% | 41,968 | $898K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 39,819 | $851K |
| Leavell Investment Management, Inc. | 0.04% | Add +7.9% | 39,469 | $845K |
| Fourth Dimension Wealth, LLC | 0.31% | Add +12.3% | 34,331 | $735K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -30.8% | 30,991 | $663K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -32.3% | 30,504 | $653K |
| Red Lighthouse Investment Management, LLC | 0.24% | Reduce -55.7% | 29,427 | $630K |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 26,242 | $562K |
| Upper Left Wealth Management, LLC | 0.37% | Reduce -3.1% | 26,192 | $561K |
| Creative Planning | 0.00% | Reduce -8.1% | 24,683 | $528K |
| Capital CS Group, LLC | 0.87% | Reduce -8.1% | 24,677 | $528K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 24,356 | $521K |
| Dravo Bay LLC | 0.23% | Reduce -0.9% | 22,683 | $485K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -3.5% | 21,228 | $454K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -0.9% | 21,104 | $452K |
| Royal Bank of Canada | 0.00% | Add +12.4% | 21,050 | $450K |
| Harbour Investments, Inc. | 0.01% | Add +1.4% | 20,819 | $446K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +49.0% | 20,332 | $435K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.42% | Add +13.5% | 19,886 | $426K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.5% | 19,423 | $416K |
| IFP Advisors, Inc | 0.01% | Reduce -19.9% | 19,093 | $409K |
| Novus Advisors, LLC | 0.61% | Reduce -4.3% | 18,743 | $401K |
| FSB Premier Wealth Management, Inc. | 0.14% | Reduce -0.5% | 17,737 | $380K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.0% | 17,523 | $375K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,459 | $352K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.2% | 16,059 | $344K |
| CreativeOne Wealth, LLC | 0.01% | Add +9.1% | 14,832 | $317K |
| Raymond James Financial Inc. | 0.00% | Reduce -16.3% | 14,024 | $300K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.9% | 13,995 | $299K |
| Mariner, LLC | 0.00% | Reduce -4.2% | 12,928 | $277K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 12,273 | $263K |
| Argent Trust Co | 0.01% | Reduce -1.9% | 12,243 | $262K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 12,181 | $261K |
| Lockerman Financial Group, Inc. | 0.34% | Add +7.5% | 11,838 | $253K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.6% | 11,310 | $242K |
| K2 Financial Inc. | 0.21% | Reduce -1.1% | 11,240 | $237K |
| First Citizens Asset Management, Inc. | 0.08% | Reduce -3.8% | 11,008 | $236K |
| Balboa Wealth Partners | 0.05% | Add +0.0% | 10,511 | $225K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.2% | 10,379 | $222K |
| James Investment Research, Inc. | 0.03% | New | 10,136 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,913 | $212K |
| SBI Securities Co., Ltd. | 0.01% | Add +464.4% | 9,460 | $202K |
| Creative Financial Designs Inc. | 0.01% | Add +50.8% | 7,341 | $157K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 7,185 | $152K |
| Richardson Financial Services Inc. | 0.10% | Reduce -15.5% | 6,821 | $145K |
| FMR LLC | 0.00% | Add +23.5% | 6,762 | $145K |
| Elequin Capital, LP | 0.04% | New | 6,317 | $135K |
| CoreCap Advisors, LLC | 0.01% | Add +70.7% | 6,202 | $133K |
| Breakwater Investment Management | 0.04% | No change | 4,660 | $100K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.