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

Element Wealth’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	-62	Closed	-$1.21K	–	176
2024 Q4	$1.21K	Hold	62	–	–	﹤0.01%	287
2024 Q3	$1.32K	Hold	62	–	–	﹤0.01%	279
2024 Q2	$1.23K	Hold	62	–	–	﹤0.01%	286
2024 Q1	$1.27K	Hold	62	–	–	﹤0.01%	264
2023 Q4	$1.32K	Hold	62	–	–	﹤0.01%	252
2023 Q3	$1.23K	Buy	+62	New	+$1.29K	﹤0.01%	244

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

Element Wealth's EBND Position: Q1 2025 in Review

Element Wealth sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 62 shares — an estimated $1.21K sold.

Element Wealth first reported a position in EBND in Q3 2023 and held it in 6 quarters. The position peaked at $1.32K in Q3 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

Element Wealth reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 62 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $1.21K.
Element Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2023 and held it in 6 quarters.
Element Wealth's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.32K in Q3 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.