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

Atria Wealth Solutions’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
2025 Q1	–	Sell	-17,066	Closed	-$333K	–	1913
2024 Q4	$333K	Buy	+17,066	New	+$344K	﹤0.01%	1482
2024 Q2	–	Sell	-10,958	Closed	-$225K	–	1966
2024 Q1	$225K	Sell	10,958 -536	-5%	-$11.1K	﹤0.01%	1745
2023 Q4	$244K	Sell	11,494 -3,290	-22%	-$66.6K	﹤0.01%	1647
2023 Q3	$293K	Sell	14,784 -378	-2%	-$7.85K	﹤0.01%	1427
2023 Q2	$321K	Buy	+15,162	New	+$320K	﹤0.01%	1394

Other funds holding EBND

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atria Wealth Solutions's EBND Position: Q1 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 17,066 shares — an estimated $333K sold.

Atria Wealth Solutions first reported a position in EBND in Q2 2023 and held it in 5 quarters. The position peaked at $333K in Q4 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

Atria Wealth Solutions reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 17,066 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $333K.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2023 and held it in 5 quarters.
Atria Wealth Solutions's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $333K in Q4 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.