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 |
| Vicus Capital | 0.02% | New | 10,777 | $230K |
| Axxcess Wealth Management, LLC | 0.00% | Add +2.6% | 10,648 | $227K |
| First Citizens Investor Services, Inc. | 0.08% | — | 10,218 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -40.2% | 9,845 | $210K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.3% | 9,493 | $203K |
| Cardiff Park Advisors, LLC | 0.02% | New | 9,302 | $199K |
| FMR LLC | 0.00% | Add +15.0% | 7,774 | $166K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 7,185 | $153K |
| Richardson Financial Services Inc. | 0.09% | Reduce -2.5% | 6,647 | $142K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,717 | $122K |
| Comerica Bank | 0.00% | Reduce -99.4% | 5,027 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +165.5% | 4,819 | $103K |
| Breakwater Investment Management | 0.04% | No change | 4,660 | $100K |
| Versant Capital Management, Inc | 0.01% | No change | 4,298 | $92K |
| Tortoise Investment Management, LLC | 0.01% | No change | 4,050 | $87K |
| CoreCap Advisors, LLC | 0.00% | Reduce -37.5% | 3,879 | $83K |
| WPG Advisers, LLC | 0.06% | Reduce -0.3% | 3,342 | $71K |
| Caitlin John, LLC | 0.05% | New | 3,191 | $68K |
| Jones Financial Companies LLLP | 0.00% | Add +114.9% | 3,002 | $64K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 2,667 | $57K |
| Principal Securities, Inc. | 0.00% | Reduce -4.0% | 2,422 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +123.9% | 2,329 | $50K |
| Strategic Investment Advisors / MI | 0.00% | New | 11,931 | $44K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -31.5% | 2,005 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.5% | 2,008 | $43K |
| Capital Analysts, LLC | 0.00% | Reduce -2.3% | 1,991 | $42K |
| AlphaCore Capital LLC | 0.00% | Add +354.9% | 1,888 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | Add +30.5% | 1,828 | $39K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,665 | $36K |
| Cwm, LLC | 0.00% | Add +10.9% | 1,665 | $36K |
| Howe & Rusling Inc. | 0.00% | Reduce -0.3% | 1,614 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.3% | 1,472 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -53.2% | 1,349 | $29K |
| Pacifica Partners Inc. | 0.01% | No change | 1,335 | $28K |
| Thompson Investment Management, Inc. | 0.00% | New | 1,174 | $25K |
| Allworth Financial LP | 0.00% | Reduce -20.6% | 1,127 | $24K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +8.1% | 1,124 | $24K |
| Root Financial Partners, LLC | 0.00% | New | 986 | $21K |
| Binnacle Investments Inc | 0.01% | No change | 945 | $20K |
| Fifth Third Bancorp | 0.00% | Add +302.4% | 853 | $18K |
| Optimum Investment Advisors | 0.01% | Add +6.6% | 776 | $17K |
| PFS Partners, LLC | 0.01% | New | 671 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 620 | $13K |
| MCF Advisors LLC | 0.00% | Add +13.3% | 595 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +19.3% | 537 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 534 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 483 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 414 | $9K |
| Bank of Montreal | 0.00% | No change | 405 | $9K |
| Blue Trust, Inc. | 0.00% | Add +44.8% | 404 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -81.9% | 397 | $8K |
| Providence Capital Advisors, LLC | 0.00% | No change | 379 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 375 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +48.5% | 343 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +31.9% | 335 | $7K |
| Spire Wealth Management | 0.00% | New | 289 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 277 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 274 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 252 | $5K |
| Avion Wealth | 0.00% | No change | 251 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 232 | $5K |
| Private Trust Co. NA | 0.00% | Add +5.5% | 229 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 220 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 217 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 214 | $5K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 185 | $4K |
| US Bancorp \de | 0.00% | Reduce -25.5% | 178 | $4K |
| MAI Capital Management | 0.00% | Add +725.0% | 165 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.2% | 151 | $3K |
| Investors Research Corp | 0.00% | No change | 139 | $3K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 112 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -99.4% | 112 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 110 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 107 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +11.8% | 104 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -24.6% | 92 | $2K |
| Blair William & Co. | 0.00% | Reduce -42.9% | 72 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 66 | $1K |
| DecisionPoint Financial, LLC | 0.00% | No change | 62 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 47 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.0% | 24 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +228.6% | 46 | $983 |
| MGB Wealth Management, LLC | 0.00% | New | 43 | $918 |
| Citigroup Inc. | 0.00% | Reduce -2.7% | 36 | $769 |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $705 |
| Financial Management Professionals, Inc. | 0.00% | No change | 31 | $662 |
| Salomon & Ludwin, LLC | 0.00% | No change | 31 | $660 |
| CNB Bank | 0.00% | No change | 30 | $641 |
| Sunbelt Securities, Inc. | 0.00% | No change | 30 | $641 |
| Bogart Wealth, LLC | 0.00% | Reduce -92.5% | 26 | $555 |
| Signaturefd, LLC | 0.00% | New | 23 | $491 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 18 | $384 |
| Advisory Services Network, LLC | 0.00% | New | 17 | $364 |
| Solstein Capital, LLC | 0.00% | No change | 17 | $363 |
| Crews Bank & Trust | 0.00% | New | 16 | $342 |
| CVA Family Office, LLC | 0.00% | No change | 13 | $278 |
| Kiker Wealth Management, LLC | 0.00% | New | 11 | $235 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 10 | $213 |
| Compass Financial Services Inc | 0.00% | New | 8 | $171 |
| Guerra Advisors Inc | 0.00% | New | 6 | $128 |
| Integrity Financial Corp | 0.00% | No change | 4 | $85 |
| Morling Financial Advisors, LLC | 0.00% | New | 1 | $21 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $17 |
| Covestor Ltd | 0.00% | Add +30.8% | 17 | $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.