Ocean Park Asset Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Ocean Park Asset Management’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,000	Closed	-$276K	–	86
2024 Q3	$276K	Hold	11,000	–	–	0.01%	74
2024 Q2	$262K	Buy	+11,000	New	+$262K	0.01%	75

Other funds holding EMHC

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ocean Park Asset Management's EMHC Position: Q4 2024 in Review

Ocean Park Asset Management sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q4 2024, closing a stake of 11,000 shares — an estimated $276K sold.

Ocean Park Asset Management first reported a position in EMHC in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 72 funds tracked by Wall St. Rank hold EMHC as of Q4 2024.

Ocean Park Asset Management reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Ocean Park Asset Management sold 11,000 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q4 2024, an estimated $276K.
Ocean Park Asset Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q2 2024 and held it in 2 quarters.
Ocean Park Asset Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $276K in Q3 2024.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q4 2024.

Based on Ocean Park Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.