State Street SPDR BloombergEBNDETF
13F holders, Q1 2026 (March 31)235holders +17
42new positions
19sold out
$20.66avg. 13F price*
At the end of Q1 2026, 235 institutions reported holding State Street SPDR Bloomberg (EBND) in their 13F filings, up 17 from Q4 2025. 42 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($760.4M), Empower Advisory Group, LLC ($570.7M) and CI Investments Inc. ($171.4M).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $77.5M |
| Exits | 19 | $8.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,933,256 shares bought and 3,379,074 shares sold, net +4,554,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -3.3% | 36,838,889 | $760.4M |
| Empower Advisory Group, LLC | 1.48% | Add +5.9% | 27,649,126 | $570.7M |
| CI Investments Inc. | 0.83% | Reduce -12.5% | 8,301,948 | $171.4M |
| State Street Corp. | 0.00% | Reduce -0.4% | 2,516,441 | $51.9M |
| Sei Investments Co. | 0.03% | Reduce -3.0% | 1,731,139 | $35.7M |
| Schroder Investment Management Group | 0.02% | New | 1,440,804 | $29.4M |
| Varma Mutual Pension Insurance Co | 0.17% | Add +100.0% | 1,400,000 | $28.9M |
| Bank of America Corp. | 0.00% | Add +64.5% | 1,066,926 | $22.0M |
| Jane Street Group, LLC | 0.02% | New | 1,031,768 | $21.3M |
| LPL Financial LLC | 0.01% | Add +18.0% | 1,007,032 | $20.8M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +4.1% | 804,462 | $16.6M |
| Morgan Stanley | 0.00% | Add +119.3% | 590,909 | $12.2M |
| Old Mission Capital LLC | 0.28% | New | 576,932 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 564,896 | $11.7M |
| Hamrick Investment Counsel, llc | 4.94% | Add +12.2% | 432,206 | $8.9M |
| Avos Capital Management, LLC | 3.07% | Add +50.6% | 376,047 | $7.8M |
| SeaBridge Investment Advisors LLC | 1.27% | Add +16.4% | 364,019 | $7.5M |
| Sax Wealth Advisors, LLC | 0.36% | No change | 347,657 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 334,145 | $6.9M |
| Valmark Advisers, Inc. | 0.08% | Add +10.3% | 318,161 | $6.6M |
| Assetmark, Inc. | 0.01% | Add +0.5% | 298,612 | $6.2M |
| HSBC Holdings PLC | 0.00% | Add +8.0% | 280,721 | $5.8M |
| NewSquare Capital LLC | 0.46% | Reduce -4.5% | 254,437 | $5.3M |
| rebel Financial LLC | 2.11% | Reduce -0.9% | 235,679 | $4.9M |
| Cerity Partners LLC | 0.01% | New | 223,659 | $4.6M |
| UBS Group AG | 0.00% | Add +54.3% | 222,613 | $4.6M |
| City State Bank | 1.15% | Add +7.4% | 215,546 | $4.4M |
| Genesis Wealth Advisors, LLC | 2.78% | Add +6.2% | 201,657 | $4.2M |
| Hibernia Wealth Partners, LLC | 1.20% | Reduce -5.5% | 197,199 | $4.1M |
| Park Avenue Securities LLC | 0.03% | Add +0.3% | 174,558 | $3.6M |
| Mackenzie Financial Corp. | 0.00% | No change | 169,133 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +24.1% | 157,225 | $3.2M |
| Aspire Private Capital, LLC | 0.69% | Add +3.1% | 148,429 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 141,853 | $2.9M |
| Strategic Financial Planning, Inc. | 1.55% | New | 41,315 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.2% | 122,653 | $2.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +95.4% | 112,384 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +65.9% | 110,700 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +24.4% | 109,647 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -9.7% | 107,064 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +42.1% | 104,939 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.4% | 97,742 | $2.0M |
| Private Advisory Group LLC | 0.13% | New | 91,699 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +15.8% | 89,650 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.5% | 89,316 | $1.8M |
| Valtinson Bruner Financial Planning LLC | 0.50% | Add +10.6% | 87,463 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +207.5% | 87,563 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +23.3% | 82,225 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +6.2% | 84,568 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 79,366 | $1.6M |
| Rakuten Investment Management, Inc. | 0.00% | Add +100.0% | 61,046 | $1.3M |
| Vicus Capital | 0.10% | Add +45.2% | 62,691 | $1.3M |
| Raleigh Capital Management Inc. | 0.43% | Add +9.9% | 60,239 | $1.2M |
| Landmark Wealth Management, Inc. | 0.46% | Add +1.4% | 58,707 | $1.2M |
| Capital Investment Management, Inc. | 0.41% | Add +5.2% | 57,183 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.5% | 55,842 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +188.8% | 52,696 | $1.1M |
| Treasure Coast Financial Planning | 0.55% | Reduce -1.1% | 51,677 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.1% | 50,967 | $1.1M |
| Rainey & Randall Wealth Advisors Inc. | 0.17% | Add +5.2% | 50,300 | $1.0M |
| McNamara Financial Services, Inc. | 0.19% | Add +4.1% | 48,008 | $991K |
| Breakwater Investment Management | 0.36% | Add +756.4% | 46,972 | $970K |
| Royal Bank of Canada | 0.00% | Add +46.4% | 45,423 | $937K |
| Tempus Wealth Planning, LLC | 0.21% | Add +0.8% | 45,092 | $931K |
| Mariner, LLC | 0.00% | Add +10.3% | 44,917 | $927K |
| IFP Advisors, Inc | 0.02% | Add +177.7% | 41,819 | $863K |
| Leavell Investment Management, Inc. | 0.03% | Add +10.8% | 39,557 | $816K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 38,498 | $795K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.1% | 38,206 | $788K |
| Fourth Dimension Wealth, LLC | 0.30% | Add +3.3% | 38,121 | $787K |
| Family CFO Inc | 0.35% | New | 38,046 | $785K |
| Wealthfront Advisers LLC | 0.00% | Reduce -46.8% | 37,300 | $770K |
| Signal Advisors Wealth, LLC | 0.05% | Add +11.0% | 36,149 | $746K |
| Simplicity Wealth,LLC | 0.04% | Add +26.8% | 35,980 | $743K |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 35,574 | $734K |
| Sharkey, Howes & Javer | 0.09% | Reduce -22.8% | 34,035 | $702K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -6.2% | 33,673 | $695K |
| Harbour Investments, Inc. | 0.01% | Add +22.5% | 30,213 | $624K |
| Red Lighthouse Investment Management, LLC | 0.20% | Reduce -3.0% | 28,533 | $589K |
| Upper Left Wealth Management, LLC | 0.34% | Add +10.6% | 28,028 | $578K |
| Kestra Advisory Services, LLC | 0.00% | Add +149.3% | 27,614 | $570K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 26,975 | $557K |
| Capital CS Group, LLC | 1.11% | Add +0.5% | 26,101 | $539K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.46% | Add +19.3% | 25,340 | $523K |
| Sanctuary Advisors, LLC | 0.00% | Add +33.5% | 24,134 | $498K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.1% | 24,043 | $496K |
| RFG Advisory, LLC | 0.01% | Add +1.7% | 23,868 | $493K |
| Mercer Global Advisors Inc. | 0.00% | Add +52.8% | 23,404 | $483K |
| Creative Planning | 0.00% | Reduce -0.3% | 23,210 | $479K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +11.4% | 23,203 | $479K |
| Summit Global Investments | 0.03% | Reduce -91.0% | 21,241 | $438K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -1.7% | 21,121 | $436K |
| Citigroup Inc. | 0.00% | Reduce -27.8% | 20,868 | $431K |
| Novus Advisors, LLC | 0.96% | Add +1.3% | 20,803 | $429K |
| WealthPoint Financial, LLC | 0.35% | Add +24.8% | 20,306 | $419K |
| Dravo Bay LLC | 0.17% | Reduce -4.0% | 19,748 | $408K |
| PFG Investments, LLC | 0.02% | Reduce -7.2% | 19,454 | $402K |
| CreativeOne Wealth, LLC | 0.01% | Add +13.5% | 18,497 | $382K |
| Stifel Financial Corp. | 0.00% | Add +14.7% | 17,242 | $356K |
| Diversified Enterprises, LLC | 0.02% | Reduce -1.8% | 17,178 | $355K |
"% of holder's portfolio" is EBND's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.