Harel Insurance Investments & Financial Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Harel Insurance Investments & Financial Services’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	–	Hold	0	–	–	–	150
2024 Q3	–	Hold	0	–	–	–	158
2024 Q2	–	Hold	0	–	–	–	170
2024 Q1	–	Hold	0	–	–	–	249
2023 Q4	–	Hold	0	–	–	–	296
2023 Q3	–	Hold	0	–	–	–	315
2023 Q2	–	Hold	0	–	–	–	319
2019 Q4	–	Sell	-31,000	Closed	-$844K	–	487
2019 Q3	$844K	Hold	31,000	–	–	0.05%	72
2019 Q2	$862K	Buy	31,000 +6,000	+24%	+$161K	0.05%	78
2019 Q1	$673K	Buy	25,000 +16,400	+191%	+$446K	0.04%	74
2018 Q4	$228K	Hold	8,600	–	–	0.01%	168
2018 Q3	$226K	Sell	8,600 -13,000	-60%	-$345K	0.01%	193
2018 Q2	$582K	Buy	21,600 +3,000	+16%	+$85.5K	0.03%	120
2018 Q1	$565K	Hold	18,600	–	–	0.03%	134
2017 Q4	$552K	Hold	18,600	–	–	0.03%	120
2017 Q3	$556K	Hold	18,600	–	–	0.05%	87
2017 Q2	$540K	Hold	18,600	–	–	0.04%	100
2017 Q1	$530K	Buy	18,600 +4,000	+27%	+$110K	0.05%	83
2016 Q4	$388K	Hold	14,600	–	–	0.06%	82
2016 Q3	$414K	Buy	14,600 +6,000	+70%	+$169K	0.06%	83
2016 Q2	$240K	Buy	+8,600	New	+$233K	0.03%	137
2016 Q1	–	Sell	-8,600	Closed	-$216K	–	90
2015 Q4	$211K	Buy	+8,600	New	+$217K	0.02%	102

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 $3.37T AUM 44.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's EBND Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services held its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) position steady in Q4 2024 at 0 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #150.

Harel Insurance Investments & Financial Services first reported a position in EBND in Q4 2015 and has held it in 15 quarters since. The position peaked at $862K in Q2 2019. 211 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

Harel Insurance Investments & Financial Services held 0 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $586K as of Q4 2024.
Harel Insurance Investments & Financial Services left its State Street SPDR Bloomberg Emerging Markets Local Bond ETF share count unchanged in Q4 2024.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Harel Insurance Investments & Financial Services's portfolio in Q4 2024, its #150 holding.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2015 and has held it in 15 quarters since.
Harel Insurance Investments & Financial Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $862K in Q2 2019.
211 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.