Cape Investment Advisory’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Cape Investment Advisory’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 Q3	$124	Hold	6	–	–	﹤0.01%	1445
2026 Q2	$126	Buy	+6	New	+$126	﹤0.01%	1426
2026 Q1	–	Sell	-6	Closed	-$128	–	464
2025 Q4	$128	Buy	+6	New	+$128	﹤0.01%	1289
2025 Q3	–	Sell	-6	Closed	-$128	–	933
2025 Q2	$128	Hold	6	–	–	﹤0.01%	1136
2025 Q1	$120	Hold	6	–	–	﹤0.01%	1081
2024 Q4	$117	Hold	6	–	–	﹤0.01%	1084
2024 Q3	$128	Hold	6	–	–	﹤0.01%	934
2024 Q2	$119	Hold	6	–	–	﹤0.01%	907
2024 Q1	$123	Hold	6	–	–	﹤0.01%	917
2023 Q4	$127	Hold	6	–	–	﹤0.01%	1106
2023 Q3	$119	Buy	+6	New	+$125	﹤0.01%	908

Other funds holding EBND

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's EBND Position: Q3 2026 in Review

Cape Investment Advisory held its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) position steady in Q3 2026 at 6 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Cape Investment Advisory first reported a position in EBND in Q3 2023 and has held it in 11 quarters since. The position peaked at $128 in Q4 2025. 16 funds tracked by Wall St. Rank hold EBND as of Q3 2026.

Cape Investment Advisory held 6 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $124 as of Q3 2026.
Cape Investment Advisory left its State Street SPDR Bloomberg Emerging Markets Local Bond ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1445 holding.
Cape Investment Advisory first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2023 and has held it in 11 quarters since.
Cape Investment Advisory's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $128 in Q4 2025.
16 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.