Kelly Financial Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Kelly 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
2026 Q2	$208K	Buy	9,941 +88	+0.9%	+$1.84K	0.04%	138
2026 Q1	$203K	Buy	+9,853	New	+$211K	0.05%	125
2025 Q1	–	Sell	-14,135	Closed	-$276K	–	118
2024 Q4	$276K	Sell	14,135 -6,480	-31%	-$131K	0.1%	90
2024 Q3	$438K	Sell	20,615 -854	-4%	-$17.6K	0.16%	70
2024 Q2	$427K	Sell	21,469 -2,310	-10%	-$46.5K	0.15%	67
2024 Q1	$487K	Sell	23,779 -362	-1%	-$7.51K	0.19%	66
2023 Q4	$513K	Sell	24,141 -2,163	-8%	-$43.8K	0.21%	56
2023 Q3	$522K	Buy	26,304 +881	+3%	+$18.3K	0.24%	51
2023 Q2	$538K	Buy	25,423 +1,201	+5%	+$25.4K	0.25%	49
2023 Q1	$514K	Buy	24,222 +4,948	+26%	+$104K	0.26%	46
2022 Q4	$396K	Buy	19,274 +3,157	+20%	+$62.1K	0.21%	57
2022 Q3	$306K	Buy	16,117 +1,491	+10%	+$30.1K	0.18%	60
2022 Q2	$299K	Buy	14,626 +1,985	+16%	+$42.3K	0.16%	65
2022 Q1	$287K	Buy	12,641 +378	+3%	+$8.93K	0.13%	67
2021 Q4	$300K	Buy	12,263 +9,247	+307%	+$229K	0.14%	59
2021 Q3	$76.3K	Sell	3,016 -36,366	-92%	-$945K	0.04%	124
2021 Q2	$1.49M	Buy	39,382 +39,380	+1,969,000%	+$1.05M	0.06%	94
2021 Q1	$55	Hold	2	–	–	﹤0.01%	633
2020 Q4	$59	Hold	2	–	–	﹤0.01%	590
2020 Q3	$55	Hold	2	–	–	﹤0.01%	572
2020 Q2	$54	Hold	2	–	–	﹤0.01%	593
2020 Q1	$50	Hold	2	–	–	﹤0.01%	566
2019 Q4	$57	Hold	2	–	–	﹤0.01%	553
2019 Q3	$54	Buy	+2	New	+$55	﹤0.01%	541

Other funds holding EBND

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

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kelly Financial Services's EBND Position: Q2 2026 in Review

Kelly Financial Services increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 0.89% in Q2 2026, buying an estimated $1.84K and bringing the position to 9,941 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #138.

Kelly Financial Services first reported a position in EBND in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.49M in Q2 2021. 81 funds tracked by Wall St. Rank hold EBND as of Q2 2026.

Kelly Financial Services held 9,941 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $208K as of Q2 2026.
Kelly Financial Services bought 88 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2026, an estimated $1.84K.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.04% of Kelly Financial Services's portfolio in Q2 2026, its #138 holding.
Kelly Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and has held it in 24 quarters since.
Kelly Financial Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.49M in Q2 2021.
81 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.