AE Wealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

AE Wealth Management’s Portfolio EBND Stock Details EBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Buy	16,964 +2,748	+19%	+$57.6K	﹤0.01%	1388
2026 Q1	$293K	Buy	14,216 +15	+0.1%	+$321	﹤0.01%	1391
2025 Q4	$303K	Buy	14,201 +1,545	+12%	+$32.9K	﹤0.01%	1305
2025 Q3	$270K	Buy	12,656 +475	+4%	+$10.1K	﹤0.01%	1235
2025 Q2	$261K	Sell	12,181 -39	-0.3%	-$806	﹤0.01%	1178
2025 Q1	$245K	Sell	12,220 -6,833	-36%	-$137K	﹤0.01%	1184
2024 Q4	$372K	Buy	19,053 +3,225	+20%	+$65K	﹤0.01%	1011
2024 Q3	$337K	Sell	15,828 -136	-0.9%	-$2.8K	﹤0.01%	987
2024 Q2	$318K	Buy	15,964 +1,863	+13%	+$37.5K	﹤0.01%	1013
2024 Q1	$289K	Sell	14,101 -83,510	-86%	-$1.73M	﹤0.01%	977
2023 Q4	$2.03M	Buy	97,611 +42,588	+77%	+$862K	0.01%	901
2023 Q3	$1.09M	Buy	55,023 +2,880	+6%	+$59.8K	0.01%	1059
2023 Q2	$1.1M	Buy	52,143 +3,629	+7%	+$76.6K	0.01%	1050
2023 Q1	$1.03M	Buy	48,514 +6,326	+15%	+$133K	0.01%	1027
2022 Q4	$867K	Sell	42,188 -399	-0.9%	-$7.85K	0.01%	1044
2022 Q3	$808K	Buy	42,587 +2,717	+7%	+$54.8K	0.01%	1030
2022 Q2	$815K	Buy	39,870 +2,323	+6%	+$49.5K	0.01%	964
2022 Q1	$853K	Sell	37,547 -4,570	-11%	-$108K	0.01%	966
2021 Q4	$1.03M	Buy	42,117 +19,698	+88%	+$487K	0.01%	917
2021 Q3	$567K	Buy	22,419 +4,030	+22%	+$105K	﹤0.01%	1127
2021 Q2	$486K	Buy	18,389 +1,925	+12%	+$51.2K	﹤0.01%	1149
2021 Q1	$428K	Buy	16,464 +1,413	+9%	+$38.4K	﹤0.01%	1093
2020 Q4	$422K	Buy	15,051 +945	+7%	+$25.6K	﹤0.01%	1017
2020 Q3	$371K	Buy	14,106 +399	+3%	+$10.6K	0.01%	969
2020 Q2	$359K	Buy	13,707 +744	+6%	+$19K	0.01%	972
2020 Q1	$317K	Buy	12,963 +3,110	+32%	+$83.3K	0.01%	860
2019 Q4	$275K	Buy	+9,853	New	+$271K	0.01%	934

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's EBND Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 19% in Q2 2026, buying an estimated $57.6K and bringing the position to 16,964 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

AE Wealth Management first reported a position in EBND in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q4 2023. 243 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

AE Wealth Management held 16,964 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $355K as of Q2 2026.
AE Wealth Management bought 2,748 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $57.6K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1388 holding.
AE Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and has held it in 27 quarters since.
AE Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.03M in Q4 2023.
243 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.