State Street SPDR BloombergEBNDETF
13F holders, Q3 2025 (September 30)205holders +21
36new positions
14sold out
1famous investor
$21.42avg. 13F price*
At the end of Q3 2025, 205 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, up 21 from Q2 2025. 36 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($840.9M), Empower Advisory Group, LLC ($536.6M) and CI Investments Inc. ($164.7M). 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 (Q3 2025)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $30.3M |
| Exits | 14 | $7.6M |
All 13F filers, Q2 2025 → Q3 2025: 7,402,002 shares bought and 3,258,189 shares sold, net +4,143,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 205 holders
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -2.9% | 39,369,263 | $840.9M |
| Empower Advisory Group, LLC | 1.49% | Add +4.0% | 25,120,320 | $536.6M |
| CI Investments Inc. | 0.60% | Add +131.9% | 7,711,877 | $164.7M |
| State Street Corp. | 0.00% | Reduce -4.2% | 2,486,249 | $53.1M |
| Sei Investments Co. | 0.04% | Reduce -2.3% | 1,830,680 | $39.1M |
| LPL Financial LLC | 0.01% | Add +10.8% | 835,362 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -4.4% | 769,490 | $16.4M |
| Varma Mutual Pension Insurance Co | 0.10% | No change | 700,000 | $15.0M |
| Bank of America Corp. | 0.00% | Add +10.7% | 539,971 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 454,737 | $9.7M |
| SeaBridge Investment Advisors LLC | 1.26% | New | 363,335 | $7.8M |
| NewSquare Capital LLC | 0.53% | New | 363,103 | $7.8M |
| Ocean Park Asset Management, LLC | 0.32% | New | 358,900 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +10.1% | 334,056 | $7.1M |
| Assetmark, Inc. | 0.01% | Add +1.6% | 292,631 | $6.3M |
| Valmark Advisers, Inc. | 0.08% | Reduce -0.1% | 290,274 | $6.2M |
| Avos Capital Management, LLC | 2.47% | Add +18.5% | 247,643 | $5.3M |
| Summit Global Investments | 0.29% | Add +1.9% | 232,742 | $5.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -17.5% | 209,070 | $4.5M |
| City State Bank | 1.19% | Reduce -6.4% | 192,195 | $4.1M |
| Austin Private Wealth, LLC | 0.31% | Add +6.7% | 185,865 | $4.0M |
| Genesis Wealth Advisors, LLC | 2.78% | Add +0.9% | 184,871 | $3.9M |
| Mackenzie Financial Corp. | 0.00% | Add +66.2% | 169,133 | $3.6M |
| UBS Group AG | 0.00% | Reduce -1.1% | 141,531 | $3.0M |
| Aspire Private Capital, LLC | 0.66% | Add +2.8% | 139,628 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +135.0% | 135,070 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -61.1% | 134,700 | $2.9M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -19.0% | 117,000 | $2.5M |
| Hibernia Wealth Partners, LLC | 1.46% | Reduce -49.0% | 106,817 | $2.3M |
| Econ Financial Services Corp | 1.05% | Reduce -4.2% | 98,148 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +4.4% | 90,684 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.2% | 89,317 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +7.7% | 82,271 | $1.8M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.5% | 82,087 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 80,997 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.3% | 79,231 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +463.7% | 79,055 | $1.7M |
| First Trust Advisors LP | 0.00% | New | 77,672 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.8% | 75,899 | $1.6M |
| Morgan Stanley | 0.00% | Add +43.8% | 69,571 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.42% | New | 65,877 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +10.9% | 60,982 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +42.6% | 59,856 | $1.3M |
| Bleakley Financial Group, LLC | 0.03% | Add +14.9% | 56,057 | $1.2M |
| Landmark Wealth Management, Inc. | 0.46% | Add +3.1% | 54,938 | $1.2M |
| Sharkey, Howes & Javer | 0.15% | Reduce -8.8% | 53,044 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 52,815 | $1.1M |
| Raleigh Capital Management Inc. | 0.42% | Add +6.9% | 51,441 | $1.1M |
| Treasure Coast Financial Planning | 0.59% | Reduce -0.4% | 49,274 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +5.1% | 47,909 | $1.0M |
| Rainey & Randall Wealth Advisors Inc. | 0.17% | Add +1.0% | 46,996 | $1.0M |
| McNamara Financial Services, Inc. | 0.18% | Add +2.5% | 45,854 | $979K |
| Tempus Wealth Planning, LLC | 0.22% | Add +0.3% | 45,140 | $964K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +22768.9% | 38,191 | $816K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -4.4% | 37,725 | $806K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 37,691 | $800K |
| Fourth Dimension Wealth, LLC | 0.30% | Add +6.5% | 36,559 | $781K |
| Onyx Bridge Wealth Group LLC | 0.08% | New | 33,090 | $707K |
| Signal Advisors Wealth, LLC | 0.06% | Add +2.2% | 31,675 | $677K |
| Rakuten Investment Management, Inc. | 0.00% | — | 30,523 | $652K |
| Red Lighthouse Investment Management, LLC | 0.22% | No change | 29,427 | $629K |
| Mariner, LLC | 0.00% | Add +124.8% | 29,060 | $621K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.5% | 27,598 | $589K |
| D.A. Davidson & Co. | 0.00% | New | 27,024 | $577K |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 26,559 | $567K |
| Capital CS Group, LLC | 0.91% | Add +4.9% | 25,894 | $553K |
| Upper Left Wealth Management, LLC | 0.34% | Reduce -2.4% | 25,571 | $546K |
| Simplicity Wealth,LLC | 0.03% | Reduce -41.6% | 25,551 | $546K |
| RFG Advisory, LLC | 0.01% | Reduce -1.8% | 23,917 | $511K |
| Harbour Investments, Inc. | 0.01% | Add +11.6% | 23,239 | $496K |
| Dravo Bay LLC | 0.21% | Reduce -0.9% | 22,483 | $480K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 13,321 | $478K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.3% | 22,202 | $474K |
| Royal Bank of Canada | 0.00% | Add +4.6% | 22,026 | $471K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -0.2% | 21,053 | $450K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.0% | 20,943 | $447K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Reduce -2.7% | 20,659 | $441K |
| PFG Investments, LLC | 0.02% | New | 20,510 | $438K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.40% | Add +0.8% | 20,040 | $428K |
| Novus Advisors, LLC | 0.97% | Add +5.4% | 19,747 | $422K |
| Transatlantique Private Wealth LLC | 0.14% | New | 19,365 | $414K |
| Creative Planning | 0.00% | Reduce -28.4% | 17,668 | $377K |
| FSB Premier Wealth Management, Inc. | 0.12% | Reduce -4.8% | 16,890 | $361K |
| Diversified Enterprises, LLC | 0.02% | Reduce -3.7% | 15,459 | $330K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.4% | 15,334 | $328K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +400.0% | 15,146 | $324K |
| IFP Advisors, Inc | 0.01% | Reduce -22.0% | 14,896 | $318K |
| Stifel Financial Corp. | 0.00% | New | 14,750 | $315K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 14,471 | $309K |
| Mercer Global Advisors Inc. | 0.00% | Add +24.9% | 14,123 | $302K |
| Creative Financial Designs Inc. | 0.02% | Add +73.1% | 12,706 | $271K |
| AE Wealth Management LLC | 0.00% | Add +3.9% | 12,656 | $270K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 12,253 | $262K |
| Argent Trust Co | 0.01% | Reduce -0.8% | 12,141 | $259K |
| First Citizens Asset Management, Inc. | 0.09% | Add +9.0% | 12,001 | $256K |
| Lockerman Financial Group, Inc. | 0.32% | Add +0.6% | 11,910 | $254K |
| James Investment Research, Inc. | 0.03% | Add +13.9% | 11,550 | $247K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.8% | 11,381 | $243K |
| K2 Financial Inc. | 0.19% | Reduce -0.4% | 11,198 | $238K |
| Balboa Wealth Partners | 0.04% | Add +2.6% | 10,780 | $230K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.