Foster Dykema Cabot & Partners’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Foster Dykema Cabot & 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 Q4	–	Sell	-1,058	Closed	-$22.5K	–	406
2024 Q3	$22.5K	Buy	1,058 +490	+86%	+$10.1K	﹤0.01%	302
2024 Q2	$11.3K	Sell	568 -1,948	-77%	-$39.2K	﹤0.01%	263
2024 Q1	$51.6K	Buy	2,516 +2,297	+1,049%	+$47.7K	﹤0.01%	178
2023 Q4	$4.65K	Buy	+219	New	+$4.43K	﹤0.01%	240

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

Foster Dykema Cabot & Partners's EBND Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 1,058 shares — an estimated $22.5K sold.

Foster Dykema Cabot & Partners first reported a position in EBND in Q4 2023 and held it in 4 quarters. The position peaked at $51.6K in Q1 2024. 210 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

Foster Dykema Cabot & Partners reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 1,058 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $22.5K.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2023 and held it in 4 quarters.
Foster Dykema Cabot & Partners's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $51.6K in Q1 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.