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IBND Institutional Ownership

SPDR Bloomberg International Corporate Bond ETF
1W: -0.8% 1M: -3.7% 3M: -4.8% YTD: -6.8% 1Y: -7.2% 3Y: +16.3% 5Y: -10.1%
$29.70
+0.04 (+0.13%)
 
Weekly Expected Move ±0.8%
$29 $29 $30 $30 $30
ETF AMEX · AUM $439.5M

Institutional Ownership — IBND

139
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
263M
Total Invested
13
New Positions
40
Increased
65
Reduced
23
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (157 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Farther Finance Advisors, LLC 2,051,921 61M +324,286 +18.8% 4Q SEC ↗
2 Checchi Capital Advisers, LLC 709,863 21M +715 +0.1% 51Q SEC ↗
3 LODESTAR PRIVATE ASSET MANAGEMENT LLC 671,979 20M +49,812 +8.0% 15Q SEC ↗
4 Leo Wealth, LLC NEW 462,961 14M — +0.0% 1Q SEC ↗
5 LPL Financial LLC 351,948 10M -2,305 -0.7% 24Q SEC ↗
6 MORGAN STANLEY 305,103 9M -56,518 -15.6% 60Q SEC ↗
7 Ameritas Investment Partners, Inc. 282,960 8M +16,947 +6.4% 21Q SEC ↗
8 BANK OF AMERICA CORP /DE 274,148 8M -93,583 -25.4% 15Q SEC ↗
9 STATE STREET CORP 238,685 7M +23,489 +10.9% 46Q SEC ↗
10 LAM GROUP, INC. 213,150 6M -2,750 -1.3% 13Q SEC ↗
11 Israel Discount Bank of New York 205,477 6M +22,534 +12.3% 4Q SEC ↗
12 WELLS FARGO & COMPANY/MN 173,116 5M +20,145 +13.2% 63Q SEC ↗
13 Obsido Oy 172,843 5M +13,171 +8.2% 7Q SEC ↗
14 HighTower Advisors, LLC 164,173 5M +100,590 +158.2% 2Q SEC ↗
15 N.E.W. Advisory Services LLC 143,210 4M +6,309 +4.6% 3Q SEC ↗
16 ROYAL BANK OF CANADA 137,734 4M -43,809 -24.1% 64Q SEC ↗
17 FSA WEALTH PARTNERS, INC. 125,939 4M +22,748 +22.0% 5Q SEC ↗
18 Rathbones Group PLC 121,662 4M -480 -0.4% 29Q SEC ↗
19 UBS Group AG 120,049 4M -1,225 -1.0% 47Q SEC ↗
20 CFG Wealth Management Services, Inc. 116,282 3M — +0.0% 3Q SEC ↗
21 AE Wealth Management LLC 100,772 3M +21,318 +26.8% 27Q SEC ↗
22 JONES FINANCIAL COMPANIES LLLP 92,579 3M +35,139 +61.2% 10Q SEC ↗
23 Idaho Trust Co 90,052 3M +6,111 +7.3% 9Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 84,213 3M -59,476 -41.4% 32Q SEC ↗
25 Aspect Partners, LLC 81,769 2M +15,535 +23.5% 3Q SEC ↗
26 Summit Global Investments 80,831 2M +8,160 +11.2% 2Q SEC ↗
27 Gerber Kawasaki Wealth & Investment Ma 73,330 2M +7,218 +10.9% 5Q SEC ↗
28 GUGGENHEIM CAPITAL LLC 61,578 2M -135 -0.2% 30Q SEC ↗
29 Cerity Partners OCIO LLC 51,839 2M -10,736 -17.2% 3Q SEC ↗
30 Virtu Financial LLC NEW 44,882 1M — +0.0% 1Q SEC ↗
31 RAYMOND JAMES FINANCIAL INC 43,076 1M +23,551 +120.6% 5Q SEC ↗
32 North Star Investment Management Corp. 41,724 1M +8,784 +26.7% 3Q SEC ↗
33 Emerald Investment Advisers, LLC 40,366 1M — +0.0% 2Q SEC ↗
34 Insight Advisors, LLC/ PA 39,838 1M +1,628 +4.3% 23Q SEC ↗
35 Cerity Partners LLC 39,237 1M +14,195 +56.7% 2Q SEC ↗
36 OPTIMA CAPITAL LLC 36,447 1M -9,888 -21.3% 3Q SEC ↗
37 JANE STREET GROUP, LLC 35,389 1M -280,465 -88.8% 2Q SEC ↗
38 Tempus Wealth Planning, LLC 35,340 1M +1,100 +3.2% 27Q SEC ↗
39 Haven Private, LLC 35,087 1M -2,020 -5.4% 7Q SEC ↗
40 OSAIC HOLDINGS, INC. 34,919 1M -11,267 -24.4% 26Q SEC ↗
41 HEADINVEST, LLC 33,425 993K +14,780 +79.3% 2Q SEC ↗
42 HRT FINANCIAL LP 32,221 957K -81,642 -71.7% 2Q SEC ↗
43 BARINGS LLC 27,966 831K -50,812 -64.5% 4Q SEC ↗
44 Cambridge Investment Research Advisors 27,017 802K -89,301 -76.8% 42Q SEC ↗
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 26,590 790K +12,765 +92.3% 3Q SEC ↗
46 Bank Julius Baer & Co. Ltd, Zurich 26,131 776K +3,725 +16.6% 21Q SEC ↗
47 Family CFO Inc 24,982 742K -415 -1.6% 2Q SEC ↗
48 PNC Financial Services Group, Inc. 23,834 708K — +0.0% 4Q SEC ↗
49 Kestra Advisory Services, LLC 22,303 662K +1,566 +7.6% 3Q SEC ↗
50 JPMORGAN CHASE & CO 22,134 657K +2,247 +11.3% 12Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Farther Finance Advisors, LLC +324,286 +18.8% 2,051,921
HighTower Advisors, LLC +100,590 +158.2% 164,173
LODESTAR PRIVATE ASSET MANAGEMENT L +49,812 +8.0% 671,979
JONES FINANCIAL COMPANIES LLLP +35,139 +61.2% 92,579
RAYMOND JAMES FINANCIAL INC +23,551 +120.6% 43,076
STATE STREET CORP +23,489 +10.9% 238,685
FSA WEALTH PARTNERS, INC. +22,748 +22.0% 125,939
Israel Discount Bank of New York +22,534 +12.3% 205,477
AE Wealth Management LLC +21,318 +26.8% 100,772
WELLS FARGO & COMPANY/MN +20,145 +13.2% 173,116
Ameritas Investment Partners, Inc. +16,947 +6.4% 282,960
Aspect Partners, LLC +15,535 +23.5% 81,769
HEADINVEST, LLC +14,780 +79.3% 33,425
Cerity Partners LLC +14,195 +56.7% 39,237
Obsido Oy +13,171 +8.2% 172,843
NORTHWESTERN MUTUAL WEALTH MANAGEME +12,765 +92.3% 26,590
Destination Wealth Management +9,751 +98.3% 19,670
North Star Investment Management Co +8,784 +26.7% 41,724
Summit Global Investments +8,160 +11.2% 80,831
Gerber Kawasaki Wealth & Investment +7,218 +10.9% 73,330
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -280,465 -88.8% 35,389
LEUTHOLD GROUP, LLC -235,652 -92.8% 18,413
LFA - Lugano Financial Advisors SA -124,430 -99.0% 1,274
BANK OF AMERICA CORP /DE -93,583 -25.4% 274,148
Cambridge Investment Research Advis -89,301 -76.8% 27,017
HRT FINANCIAL LP -81,642 -71.7% 32,221
Integrated Wealth Concepts LLC -80,273 -85.5% 13,563
ENVESTNET ASSET MANAGEMENT INC -59,476 -41.4% 84,213
MORGAN STANLEY -56,518 -15.6% 305,103
BARINGS LLC -50,812 -64.5% 27,966
ROYAL BANK OF CANADA -43,809 -24.1% 137,734
TUCKER ASSET MANAGEMENT LLC -23,550 -98.5% 356
MML INVESTORS SERVICES, LLC -21,885 -63.1% 12,822
Steward Partners Investment Advisor -14,132 -44.2% 17,843
OSAIC HOLDINGS, INC. -11,267 -24.4% 34,919
Cerity Partners OCIO LLC -10,736 -17.2% 51,839
OPTIMA CAPITAL LLC -9,888 -21.3% 36,447
GOLDMAN SACHS GROUP INC -7,814 -27.1% 21,072
Independent Advisor Alliance -6,155 -35.9% 10,998
Cetera Investment Advisers -3,276 -20.9% 12,404

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms