STATE STREET SPDR BLOOMBERG IBND
$31.11
+0.5% 52w: $30.46 – $32.67
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data30.4631.5632.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+4 QoQ
13F value
$307.1M
+13.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBND?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | Wealth advisor | 1.7M | $53.8M | 0.5% | +34.4% |
| Checchi Capital Advisers, LLC | Wealth advisor | 709.1K | $22.0M | 1.5% | +0.5% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 622.2K | $19.3M | 1.9% | +10.6% |
| Leo Wealth, LLC | Wealth advisor | 463.0K | $14.4M | 1.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 367.7K | $11.4M | 0.0% | +46.0% |
| MORGAN STANLEY | Bank broker | 361.6K | $11.2M | 0.0% | +75.3% |
| LPL Financial LLC | Bank broker | 354.3K | $11.0M | 0.0% | +18.3% |
| JANE STREET GROUP, LLC | Market maker | 315.9K | $9.8M | 0.0% | New |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 266.0K | $8.3M | 0.3% | -0.3% |
| LEUTHOLD GROUP, LLC | Other | 254.1K | $7.9M | 0.8% | -0.5% |
| Rathbones Group PLC | Other | 244.3K | $7.6M | 0.0% | +2.0% |
| LAM GROUP, INC. | Wealth advisor | 215.9K | $6.7M | 3.7% | -33.8% |
| STATE STREET CORP | Index provider | 215.2K | $6.7M | 0.0% | +5.7% |
| Israel Discount Bank of New York | Wealth advisor | 182.9K | $5.7M | 12.5% | +60.0% |
| ROYAL BANK OF CANADA | Bank broker | 181.5K | $5.6M | 0.0% | +52.4% |
| Obsido Oy | Wealth advisor | 159.7K | $5.0M | 3.0% | +8.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 153.0K | $4.8M | 0.0% | +7.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 143.7K | $4.5M | 0.0% | +54.6% |
| Hobart Private Capital, LLC | Wealth advisor | 139.3K | $4.3M | 0.9% | -0.9% |
| N.E.W. Advisory Services LLC | Wealth advisor | 136.9K | $4.3M | 0.3% | +1.3% |
| LFA - Lugano Financial Advisors SA | Wealth advisor | 125.7K | $3.9M | 2.0% | +0.2% |
| UBS Group AG | Bank broker | 121.3K | $3.8M | 0.0% | +32.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 116.3K | $3.6M | 0.0% | +85.7% |
| CFG Wealth Management Services, Inc. | Wealth advisor | 116.3K | $3.6M | 3.3% | +4.1% |
| HRT FINANCIAL LP | Diversified mechanical | 113.9K | $3.5M | 0.0% | New |
| FSA WEALTH PARTNERS, INC. | Wealth advisor | 103.2K | $3.2M | 1.5% | +42.4% |
| Foundations Investment Advisors, LLC | Wealth advisor | 101.1K | $3.1M | 0.0% | +1070.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 93.8K | $2.9M | 0.0% | New |
| Idaho Trust Co | Wealth advisor | 83.9K | $2.6M | 0.8% | +14.7% |
| AE Wealth Management LLC | Wealth advisor | 79.5K | $2.5M | 0.0% | +14.5% |
| BARINGS LLC | Wealth advisor | 78.8K | $2.4M | 0.0% | +202.0% |
| Summit Global Investments | Wealth advisor | 72.7K | $2.3M | 0.1% | New |
| Aspect Partners, LLC | Wealth advisor | 66.2K | $2.1M | 0.8% | +4.4% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 66.1K | $2.1M | 0.1% | +12.1% |
| HighTower Advisors, LLC | Diversified mechanical | 63.6K | $2.0M | 0.0% | New |
| Cerity Partners OCIO LLC | Wealth advisor | 62.6K | $1.9M | 0.1% | +7.7% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 61.7K | $1.9M | 0.0% | -7.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 57.4K | $1.8M | 0.0% | +99.2% |
| OPTIMA CAPITAL LLC | Wealth advisor | 46.3K | $1.4M | 0.7% | -3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 46.2K | $1.4M | 0.0% | +40.2% |
| Emerald Investment Advisers, LLC | Other | 40.4K | $1.2M | 0.1% | — |
| Insight Advisors, LLC/ PA | Wealth advisor | 38.2K | $1.2M | 0.2% | +3.3% |
| Haven Private, LLC | Wealth advisor | 37.1K | $1.2M | 0.5% | -0.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 35.4K | $1.1M | 0.0% | -37.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 34.7K | $1.1M | 0.0% | -4.7% |
| Tempus Wealth Planning, LLC | Wealth advisor | 34.2K | $1.1M | 0.2% | +0.3% |
| North Star Investment Management Corp. | Diversified mechanical | 32.9K | $1.0M | 0.1% | +546.5% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 32.4K | $1.0M | 0.2% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 32.0K | $994K | 0.0% | +36.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 28.9K | $898K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.