EWG Elevate’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

EWG Elevate’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 Q4	–	Sell	-21,226	Closed	-$451K	–	154
2024 Q3	$451K	Buy	21,226 +576	+3%	+$11.8K	0.18%	70
2024 Q2	$411K	Buy	20,650 +6,370	+45%	+$128K	0.15%	92
2024 Q1	$293K	Buy	14,280 +2,625	+23%	+$54.5K	0.11%	100
2023 Q4	$248K	Buy	+11,655	New	+$236K	0.1%	89
2023 Q1	–	Sell	-197	Closed	-$4.05K	–	244
2022 Q4	$4.05K	Buy	+197	New	+$3.87K	﹤0.01%	494

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

EWG Elevate's EBND Position: Q4 2024 in Review

EWG Elevate sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 21,226 shares — an estimated $451K sold.

EWG Elevate first reported a position in EBND in Q4 2022 and held it in 5 quarters. The position peaked at $451K in Q3 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

EWG Elevate reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
EWG Elevate sold 21,226 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $451K.
EWG Elevate first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2022 and held it in 5 quarters.
EWG Elevate's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $451K in Q3 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on EWG Elevate's 13F filing for Q4 2024, filed 13 Jan 2025.