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Aspect Partners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Aspect Partners’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
2024
Q3 		– Sell
-14,577
Closed -$290K – 565
2024
Q2 		$290K Sell
14,577
-200
-1% -$4.02K 0.17% 60
2024
Q1 		$303K Sell
14,777
-1,599
-10% -$33.2K 0.24% 54
2023
Q4 		$348K Buy
+16,376
New +$331K 0.22% 50

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspect Partners's EBND Position: Q3 2024 in Review

Aspect Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2024, closing a stake of 14,577 shares — an estimated $290K sold.

Aspect Partners first reported a position in EBND in Q4 2023 and held it in 3 quarters. The position peaked at $348K in Q4 2023. 193 funds tracked by Wall St. Rank hold EBND as of Q3 2024.

  • Aspect Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aspect Partners sold 14,577 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2024, an estimated $290K.
  • Aspect Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 3 quarters.
  • Aspect Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $348K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2024.

Based on Aspect Partners's 13F filing for Q3 2024, filed 15 Oct 2024.