DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (IBND)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
116
Reporting holders
$264.0M
Reported value
0.0%
Calls
0.0%
Puts
-11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $64.0M | 2,051,921 | 0.50% | 4q | +18.8%+$10.1M |
| Checchi Capital Advisers, LLC | $22.1M | 709,863 | 1.00% | 31q | HELD |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $21.0M | 671,979 | 1.81% | 15q | +8.0%+$1.6M |
| LPL Financial LLC | $11.0M | 351,948 | 0.00% | 24q | -0.7%-$71.9K |
| MORGAN STANLEY | $9.5M | 305,103 | 0.00% | 35q | -15.6%-$1.8M |
| Ameritas Investment Partners, Inc. | $8.8M | 282,960 | 0.24% | 21q | +6.4%+$528.4K |
| BANK OF AMERICA CORP /DE/ | $8.5M | 274,148 | 0.00% | 31q | -25.4%-$2.9M |
| STATE STREET CORP | $7.4M | 238,685 | 0.00% | 31q | +10.9%+$732.4K |
| LAM GROUP, INC. | $6.6M | 213,150 | 3.30% | 13q | -1.3%-$85.7K |
| Israel Discount Bank of New York | $6.4M | 205,477 | 11.86% | 4q | +12.3%+$702.6K |
| WELLS FARGO & COMPANY/MN | $5.4M | 173,116 | 0.00% | 31q | +13.2%+$628.1K |
| Obsido Oy | $5.4M | 172,843 | 2.88% | 7q | +8.2%+$410.7K |
| HighTower Advisors, LLC | $5.1M | 164,173 | 0.00% | 2q | +158.2%+$3.1M |
| N.E.W. Advisory Services LLC | $4.5M | 143,210 | 0.30% | 3q | +4.6%+$196.7K |
| ROYAL BANK OF CANADA | $4.3M | 137,734 | 0.00% | 31q | -24.1%-$1.4M |
| FSA WEALTH PARTNERS, INC. | $3.9M | 125,939 | 0.98% | 5q | +22.0%+$709.3K |
| Rathbones Group PLC | $3.8M | 121,662 | 0.01% | 29q | -50.2%-$3.8M |
| UBS Group AG | $3.7M | 120,049 | 0.00% | 31q | -1.0%-$38.2K |
| CFG Wealth Management Services, Inc. | $3.6M | 116,282 | 3.37% | 3q | HELD |
| AE Wealth Management LLC | $3.1M | 100,772 | 0.01% | 27q | +26.8%+$664.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.9M | 92,579 | 0.00% | 10q | +61.2%+$1.1M |
| Idaho Trust Co | $2.8M | 90,052 | 0.82% | 9q | +7.3%+$190.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 84,213 | 0.00% | 31q | -41.4%-$1.9M |
| Aspect Partners, LLC | $2.5M | 81,769 | 0.95% | 3q | +23.5%+$484.4K |
| Summit Global Investments | $2.5M | 80,831 | 0.14% | 2q | +11.2%+$254.4K |
| Gerber Kawasaki Wealth & Investment Management | $2.3M | 73,330 | 0.06% | 5q | +10.9%+$225.1K |
| GUGGENHEIM CAPITAL LLC | $1.9M | 61,578 | 0.01% | 30q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 54,034 | 0.00% | 31q | -53.5%-$1.9M |
| Cerity Partners OCIO LLC | $1.6M | 51,839 | 0.08% | 3q | -17.2%-$334.7K |
| Virtu Financial LLC | $1.4M | 44,882 | 0.04% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 43,076 | 0.00% | 5q | +120.6%+$734.3K |
| North Star Investment Management Corp. | $1.3M | 41,724 | 0.07% | 3q | +26.7%+$273.9K |
| Emerald Investment Advisers, LLC | $1.3M | 40,366 | 0.08% | 2q | HELD |
| Insight Advisors, LLC/ PA | $1.2M | 39,838 | 0.22% | 23q | +4.3%+$50.8K |
| Cerity Partners LLC | $1.2M | 39,237 | 0.00% | 2q | +56.7%+$442.6K |
| OPTIMA CAPITAL LLC | $1.1M | 36,447 | 0.45% | 3q | -21.3%-$308.3K |
| JANE STREET GROUP, LLC | $1.1M | 35,389 | 0.00% | 2q | -88.8%-$8.7M |
| Tempus Wealth Planning, LLC | $1.1M | 35,340 | 0.22% | 27q | +3.2%+$34.3K |
| Haven Private, LLC | $1.1M | 35,087 | 0.42% | 7q | -5.4%-$63.0K |
| OSAIC HOLDINGS, INC. | $1.1M | 34,919 | 0.00% | 26q | -24.4%-$351.3K |
| HEADINVEST, LLC | $1.0M | 33,425 | 0.19% | 2q | +79.3%+$460.8K |
| HRT FINANCIAL LP | $1.0M | 32,221 | 0.00% | 2q | -71.7%-$2.5M |
| BARINGS LLC | $872.0K | 27,966 | 0.02% | 4q | -64.5%-$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $829.1K | 26,590 | 0.00% | 3q | +92.3%+$398.0K |
| Bank Julius Baer & Co. Ltd, Zurich | $815.8K | 26,131 | 0.00% | 21q | +16.6%+$116.3K |
| Family CFO Inc | $778.9K | 24,982 | 0.30% | 2q | -1.6%-$12.9K |
| PNC Financial Services Group, Inc. | $743.1K | 23,834 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $695.4K | 22,303 | 0.00% | 3q | +7.6%+$48.8K |
| JPMORGAN CHASE & CO | $691.0K | 22,134 | 0.00% | 12q | +11.3%+$70.2K |
| GOLDMAN SACHS GROUP INC | $657.0K | 21,072 | 0.00% | 2q | -27.1%-$243.6K |
| Hyundai Investments Co., Ltd. | $645.8K | 20,684 | 0.70% | 3q | +10.4%+$60.8K |
| Destination Wealth Management | $613.3K | 19,670 | 0.01% | 5q | +98.3%+$304.0K |
| Beacon Pointe Advisors, LLC | $592.4K | 19,000 | 0.00% | 12q | -8.2%-$52.8K |
| LEUTHOLD GROUP, LLC | $574.1K | 18,413 | 0.06% | 27q | -92.8%-$7.3M |
| RPg Family Wealth Advisory, LLC | $558.3K | 17,906 | 0.05% | 10q | +97.6%+$275.8K |
| Steward Partners Investment Advisory, LLC | $556.3K | 17,843 | 0.00% | 12q | -44.2%-$440.6K |
| BANK OF MONTREAL /CAN/ | $545.4K | 17,491 | 0.00% | 3q | HELD |
| CCG WEALTH MANAGEMENT, LLC | $531.1K | 17,033 | 0.12% | 2q | HELD |
| Omega Financial Group, LLC | $486.6K | 15,605 | 0.15% | 31q | -2.1%-$10.7K |
| AMG National Trust Bank | $447.6K | 14,356 | 0.01% | 22q | HELD |
| Patten Group, Inc. | $434.7K | 13,941 | 0.07% | 5q | -2.2%-$9.9K |
| Integrated Wealth Concepts LLC | $422.9K | 13,563 | 0.00% | 2q | -85.5%-$2.5M |
| MML INVESTORS SERVICES, LLC | $399.8K | 12,822 | 0.00% | 5q | -63.1%-$682.4K |
| Cetera Investment Advisers | $386.7K | 12,404 | 0.00% | 8q | -20.9%-$102.1K |
| Composition Wealth, LLC | $385.4K | 12,360 | 0.00% | 2q | +10.1%+$35.4K |
| Odyssey Capital Advisors, Inc. | $353.4K | 11,334 | 0.25% | 3q | +18.4%+$55.0K |
| Pathstone Holdings, LLC | $343.3K | 11,010 | 0.00% | 5q | HELD |
| Independent Advisor Alliance | $342.9K | 10,998 | 0.01% | 5q | -35.9%-$191.9K |
| Savvy Advisors, Inc. | $328.2K | 10,525 | 0.01% | new | NEW |
| Cambridge Advisors Inc. | $324.3K | 10,400 | 0.06% | 31q | HELD |
| Wagner Wealth Management, Corp | $318.3K | 10,208 | 0.26% | 3q | +22.2%+$57.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $304.9K | 9,780 | 0.09% | 15q | +9.8%+$27.1K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $279.6K | 8,967 | 0.15% | new | NEW |
| Risk Paradigm Group, LLC | $266.6K | 8,549 | 0.21% | 3q | -1.3%-$3.4K |
| Tennessee Valley Asset Management Partners | $251.4K | 8,064 | 0.03% | 3q | +2.6%+$6.4K |
| Ameritas Advisory Services, LLC | $244.1K | 7,830 | 0.00% | 5q | -27.0%-$90.4K |
| &PARTNERS | $240.4K | 7,709 | 0.00% | 3q | -9.1%-$24.0K |
| FIDUCIARY FINANCIAL GROUP, LLC | $234.4K | 7,518 | 0.03% | new | NEW |
| Dunhill Financial, LLC | $223.8K | 7,179 | 0.05% | 2q | HELD |
| Dynamic Advisor Solutions LLC | $213.0K | 6,831 | 0.01% | new | NEW |
| SCOTIA CAPITAL INC. | $211.8K | 6,792 | 0.00% | new | NEW |
| United Advisor Group, LLC | $203.8K | 6,535 | 0.02% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $142.7K | 4,575 | 0.01% | 3q | +23.2%+$26.8K |
| US BANCORP \DE\ | $122.5K | 3,930 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $122.2K | 3,920 | 0.01% | 10q | HELD |
| Keating Financial Advisory Services, Inc. | $91.8K | 2,944 | 0.01% | 3q | -49.9%-$91.4K |
| NewEdge Advisors, LLC | $77.9K | 2,497 | 0.00% | 21q | -4.0%-$3.3K |
| FMR LLC | $70.1K | 2,247 | 0.00% | 11q | +81.1%+$31.4K |
| IFP Advisors, Inc | $53.0K | 1,700 | 0.00% | 39q | -36.2%-$30.1K |
| FIDUCIARY FINANCIAL ADVISORS | $51.4K | 1,648 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $46.8K | 1,500 | 0.00% | 42q | HELD |
| Allworth Financial LP | $45.7K | 1,465 | 0.00% | 15q | HELD |
| IMA Advisory Services, Inc. | $41.5K | 1,332 | 0.00% | new | NEW |
| LFA - Lugano Financial Advisors SA | $39.7K | 1,274 | 0.02% | 5q | -99.0%-$3.9M |
| Hamrick Investment Counsel, llc | $34.9K | 1,120 | 0.02% | 2q | +86.7%+$16.2K |
| Urban Financial Advisory Corp | $27.3K | 874 | 0.01% | 8q | -3.9%-$1.1K |
| FIFTH THIRD BANCORP | $26.5K | 850 | 0.00% | 2q | HELD |
| Capital Analysts, LLC | $22.0K | 694 | 0.00% | 6q | +10.0%+$2.0K |
| PRIVATE TRUST CO NA | $18.6K | 597 | 0.00% | 3q | -13.9%-$3.0K |
| HARBOUR INVESTMENTS, INC. | $17.1K | 550 | 0.00% | 21q | +151.1%+$10.3K |
Showing the largest 100 of 116 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $127.0M | 4,252,272 | 1 | 11 | 9 | 0.0% |
| Q2 2026 | 116 | $264.0M | 8,468,623 | 12 | 39 | 40 | 0.0% |
| Q1 2026 | 127 | $307.9M | 9,903,816 | 25 | 44 | 29 | 0.0% |
| Q4 2025 | 122 | $270.7M | 8,432,215 | 20 | 36 | 35 | 0.0% |
| Q3 2025 | 116 | $324.5M | 10,051,523 | 16 | 49 | 23 | 0.0% |
| Q2 2025 | 110 | $323.0M | 9,913,613 | 46 | 32 | 17 | 0.0% |
| Q1 2025 | 69 | $120.4M | 4,082,180 | 6 | 18 | 23 | 0.0% |
| Q4 2024 | 86 | $123.3M | 4,343,984 | 21 | 30 | 13 | 0.0% |
| Q3 2024 | 67 | $107.3M | 3,501,556 | 6 | 22 | 18 | 0.0% |
| Q2 2024 | 65 | $92.5M | 3,216,662 | 5 | 20 | 22 | 0.0% |
| Q1 2024 | 70 | $103.4M | 3,551,769 | 8 | 20 | 23 | 0.0% |
| Q4 2023 | 87 | $156.0M | 5,214,403 | 14 | 22 | 31 | 0.0% |
| Q3 2023 | 90 | $168.3M | 6,200,885 | 27 | 31 | 18 | 0.0% |
| Q2 2023 | 66 | $124.8M | 4,396,864 | 11 | 20 | 18 | 0.0% |
| Q1 2023 | 69 | $123.7M | 4,336,653 | 20 | 24 | 9 | 0.0% |
| Q4 2022 | 59 | $78.4M | 2,834,042 | 12 | 15 | 16 | 0.0% |
| Q3 2022 | 46 | $61.5M | 2,450,746 | 2 | 18 | 12 | 0.0% |
| Q2 2022 | 51 | $63.1M | 2,237,739 | 2 | 19 | 19 | 0.0% |
| Q1 2022 | 62 | $180.0M | 5,631,873 | 9 | 16 | 24 | 0.0% |
| Q4 2021 | 58 | $201.6M | 5,828,887 | 3 | 15 | 21 | 0.0% |
| Q3 2021 | 59 | $518.3M | 14,679,764 | 3 | 24 | 18 | 0.0% |
| Q2 2021 | 66 | $478.8M | 13,189,642 | 6 | 24 | 21 | 0.0% |
| Q1 2021 | 70 | $434.3M | 12,108,154 | 6 | 29 | 19 | 0.0% |
| Q4 2020 | 69 | $455.3M | 12,017,485 | 4 | 28 | 20 | 0.0% |
| Q3 2020 | 71 | $422.1M | 11,853,945 | 15 | 29 | 10 | 0.0% |
| Q2 2020 | 61 | $310.2M | 9,215,275 | 9 | 21 | 14 | 0.0% |
| Q1 2020 | 58 | $94.8M | 3,044,023 | 4 | 17 | 21 | 0.0% |
| Q4 2019 | 64 | $359.4M | 10,525,098 | 12 | 25 | 8 | 0.0% |
| Q3 2019 | 62 | $305.8M | 9,179,394 | 5 | 19 | 16 | 0.0% |
| Q2 2019 | 65 | $371.3M | 10,863,865 | 9 | 23 | 15 | 0.0% |
| Q1 2019 | 64 | $378.1M | 11,406,191 | 6 | 18 | 18 | 0.0% |
| Q4 2018 | 70 | $402.3M | 12,201,579 | 2 | 3 | 1 | 0.0% |