Who Owns SPDR SERIES TRUST (IBND)? -- Institutional Holders (2026-06-30)
137 institutions reported holding $262.9M of SPDR SERIES TRUST (IBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Farther Finance Advisors, LLC ($64.0M), Checchi Capital Advisers, LLC ($22.1M), LODESTAR PRIVATE ASSET MANAGEMENT LLC ($21.0M), LPL Financial LLC ($11.0M), MORGAN STANLEY ($9.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Farther Finance Advisors, LLC | $64.0M | 2.1M | Added |
| 2 | Checchi Capital Advisers, LLC | $22.1M | 709,863 | Added |
| 3 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $21.0M | 671,979 | Added |
| 4 | LPL Financial LLC | $11.0M | 351,948 | Trimmed |
| 5 | MORGAN STANLEY | $9.5M | 305,103 | Trimmed |
| 6 | Ameritas Investment Partners, Inc. | $8.8M | 282,960 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $8.5M | 274,148 | Trimmed |
| 8 | STATE STREET CORP | $7.4M | 238,685 | Added |
| 9 | LAM GROUP, INC. | $6.6M | 213,150 | Trimmed |
| 10 | Israel Discount Bank of New York | $6.4M | 205,477 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $5.4M | 173,116 | Added |
| 12 | Obsido Oy | $5.4M | 172,843 | Added |
| 13 | HighTower Advisors, LLC | $5.1M | 164,173 | Added |
| 14 | N.E.W. Advisory Services LLC | $4.5M | 143,210 | Added |
| 15 | Royal Bank of Canada | $4.3M | 137,734 | Trimmed |
| 16 | FSA WEALTH PARTNERS, INC. | $3.9M | 125,939 | Added |
| 17 | Rathbones Group PLC | $3.8M | 121,662 | Trimmed |
| 18 | UBS Group AG | $3.7M | 120,049 | Trimmed |
| 19 | CFG Wealth Management Services, Inc. | $3.6M | 116,282 | Hold |
| 20 | AE Wealth Management LLC | $3.1M | 100,772 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 92,579 | Added |
| 22 | Idaho Trust Co | $2.8M | 90,052 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 84,213 | Trimmed |
| 24 | Aspect Partners, LLC | $2.5M | 81,769 | Added |
| 25 | Summit Global Investments | $2.5M | 80,831 | Added |
Source: SEC Form 13F filings · as of 2026-06-30