State Street SPDR BloombergEBNDETF
13F holders, Q4 2025 (December 31)218holders +13
26new positions
22sold out
$21.37avg. 13F price*
At the end of Q4 2025, 218 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, up 13 from Q3 2025. 26 opened new positions and 22 sold out. The largest holders were Charles Schwab Investment Management Inc. ($813.7M), Empower Advisory Group, LLC ($557.9M) and CI Investments Inc. ($202.7M).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.7M |
| Exits | 22 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,620,193 shares bought and 1,935,520 shares sold, net +3,684,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -3.3% | 38,075,916 | $813.7M |
| Empower Advisory Group, LLC | 1.51% | Add +3.9% | 26,107,425 | $557.9M |
| CI Investments Inc. | 0.89% | Add +23.0% | 9,484,596 | $202.7M |
| State Street Corp. | 0.00% | Add +1.6% | 2,527,233 | $54.0M |
| Sei Investments Co. | 0.04% | Reduce -2.5% | 1,784,265 | $38.1M |
| Comerica Bank | 0.07% | Add +17042.9% | 861,772 | $18.4M |
| LPL Financial LLC | 0.01% | Add +2.2% | 853,429 | $18.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +0.4% | 772,574 | $16.5M |
| Varma Mutual Pension Insurance Co | 0.09% | No change | 700,000 | $15.0M |
| Bank of America Corp. | 0.00% | Add +20.1% | 648,574 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 509,909 | $10.9M |
| Hamrick Investment Counsel, llc | 6.12% | — | 385,266 | $8.2M |
| Ocean Park Asset Management, LLC | 0.36% | No change | 358,900 | $7.7M |
| Sax Wealth Advisors, LLC | 0.35% | New | 347,657 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 313,743 | $6.7M |
| SeaBridge Investment Advisors LLC | 1.10% | Reduce -13.9% | 312,656 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +1.5% | 297,026 | $6.3M |
| Valmark Advisers, Inc. | 0.08% | Reduce -0.6% | 288,423 | $6.2M |
| Morgan Stanley | 0.00% | Add +287.3% | 269,440 | $5.8M |
| NewSquare Capital LLC | 0.50% | Reduce -26.6% | 266,466 | $5.7M |
| HSBC Holdings PLC | 0.00% | New | 260,033 | $5.6M |
| Avos Capital Management, LLC | 2.33% | Add +0.8% | 249,682 | $5.3M |
| rebel Financial LLC | 2.17% | Add +0.0% | 237,905 | $5.1M |
| Summit Global Investments | 0.30% | Add +1.5% | 236,308 | $5.0M |
| Hibernia Wealth Partners, LLC | 1.34% | Add +95.4% | 208,680 | $4.5M |
| Austin Private Wealth, LLC | 0.33% | Add +10.8% | 205,949 | $4.4M |
| City State Bank | 1.17% | Add +4.4% | 200,641 | $4.3M |
| Genesis Wealth Advisors, LLC | 2.78% | Add +2.7% | 189,908 | $4.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -16.8% | 173,989 | $3.7M |
| Mackenzie Financial Corp. | 0.00% | No change | 169,133 | $3.6M |
| UBS Group AG | 0.00% | Add +1.9% | 144,253 | $3.1M |
| Aspire Private Capital, LLC | 0.68% | Add +3.1% | 143,925 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +60.3% | 126,736 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -7.2% | 125,414 | $2.7M |
| First Citizens Bank & Trust Co. | 0.05% | Add +1.4% | 118,591 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +12.6% | 102,084 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 89,775 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +7.1% | 88,142 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.5% | 79,653 | $1.7M |
| Valtinson Bruner Financial Planning LLC | 0.49% | Add +20.1% | 79,083 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -0.4% | 77,388 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 74,937 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -10.1% | 73,828 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +46.4% | 70,134 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 66,738 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +11.4% | 66,701 | $1.4M |
| Landmark Wealth Management, Inc. | 0.47% | Add +5.4% | 57,921 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +2.6% | 57,505 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +875.0% | 55,740 | $1.2M |
| Raleigh Capital Management Inc. | 0.43% | Add +6.5% | 54,811 | $1.2M |
| Capital Investment Management, Inc. | 0.41% | — | 54,370 | $1.2M |
| Treasure Coast Financial Planning | 0.59% | Add +6.0% | 52,236 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 50,518 | $1.1M |
| Rainey & Randall Wealth Advisors Inc. | 0.17% | Add +1.7% | 47,814 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 47,578 | $1.0M |
| McNamara Financial Services, Inc. | 0.19% | Add +0.6% | 46,127 | $986K |
| Tempus Wealth Planning, LLC | 0.22% | Reduce -0.9% | 44,719 | $956K |
| Sharkey, Howes & Javer | 0.12% | Reduce -16.9% | 44,075 | $942K |
| Vicus Capital | 0.07% | Add +300.5% | 43,164 | $922K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.5% | 42,038 | $903K |
| Wagner Wealth Management, Corp | 0.88% | — | 41,684 | $891K |
| Mariner, LLC | 0.00% | Add +40.1% | 40,715 | $870K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 38,498 | $823K |
| BNP Paribas Financial Markets | 0.00% | Add +41495.7% | 38,268 | $818K |
| Global Retirement Partners, LLC | 0.01% | Add +9818.9% | 37,196 | $795K |
| Fourth Dimension Wealth, LLC | 0.29% | Add +0.9% | 36,901 | $789K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -6.0% | 35,909 | $767K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -5.3% | 35,716 | $763K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.3% | 33,754 | $721K |
| Signal Advisors Wealth, LLC | 0.06% | Add +2.8% | 32,575 | $696K |
| Royal Bank of Canada | 0.00% | Add +40.9% | 31,027 | $663K |
| Rakuten Investment Management, Inc. | 0.00% | No change | 30,523 | $652K |
| Red Lighthouse Investment Management, LLC | 0.23% | No change | 29,427 | $629K |
| Citigroup Inc. | 0.00% | Add +80175.0% | 28,899 | $618K |
| JPMorgan Chase & Co. | 0.00% | Add +7.2% | 28,472 | $608K |
| Simplicity Wealth,LLC | 0.04% | Add +11.1% | 28,377 | $606K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -15.7% | 27,903 | $596K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.2% | 26,971 | $576K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.8% | 26,561 | $568K |
| Capital CS Group, LLC | 0.88% | Add +0.3% | 25,980 | $555K |
| Upper Left Wealth Management, LLC | 0.33% | Reduce -0.9% | 25,334 | $541K |
| Harbour Investments, Inc. | 0.01% | Add +6.1% | 24,659 | $527K |
| RFG Advisory, LLC | 0.01% | Reduce -1.9% | 23,463 | $501K |
| Creative Planning | 0.00% | Add +31.8% | 23,292 | $498K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.2% | 22,450 | $480K |
| Lifeworks Advisors, LLC | 0.06% | Add +2.0% | 21,484 | $459K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.41% | Add +6.0% | 21,246 | $454K |
| PFG Investments, LLC | 0.02% | Add +2.2% | 20,970 | $448K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Add +0.8% | 20,820 | $445K |
| Dravo Bay LLC | 0.18% | Reduce -8.5% | 20,564 | $439K |
| Novus Advisors, LLC | 0.98% | Add +4.0% | 20,531 | $439K |
| MML Investors Services, LLC | 0.00% | New | 18,250 | $390K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.6% | 18,073 | $386K |
| Diversified Enterprises, LLC | 0.02% | Add +13.2% | 17,492 | $374K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -0.1% | 16,870 | $361K |
| KWB Wealth | 0.03% | New | 16,750 | $358K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.3% | 16,300 | $348K |
| WealthPoint Financial, LLC | 0.30% | — | 16,265 | $348K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 15,325 | $328K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.5% | 15,318 | $327K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.