OPS
EBND icon

Orion Portfolio Solutions’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$274K Sell
13,641
-7,503
-35% -$150K ﹤0.01% 1667
2024
Q4 		$413K Buy
21,144
+922
+5% +$18.6K ﹤0.01% 1417
2024
Q3 		$430K Sell
20,222
-3,447
-15% -$70.9K ﹤0.01% 1389
2024
Q2 		$471K Buy
23,669
+7,527
+47% +$151K 0.01% 1292
2024
Q1 		$331K Sell
16,142
-7,485
-32% -$155K ﹤0.01% 1421
2023
Q4 		$496K Buy
23,627
+8,675
+58% +$176K 0.01% 1214
2023
Q3 		$296K Sell
14,952
-111
-0.7% -$2.31K ﹤0.01% 1384
2023
Q2 		$319K Buy
15,063
+438
+3% +$9.25K ﹤0.01% 1378
2023
Q1 		$310K Buy
14,625
+643
+5% +$13.5K ﹤0.01% 1338
2022
Q4 		$287K Buy
13,982
+2,312
+20% +$45.5K 0.01% 679
2022
Q3 		$221K Sell
11,670
-560
-5% -$11.3K 0.01% 676
2022
Q2 		$250K Buy
12,230
+1,211
+11% +$25.8K 0.01% 602
2022
Q1 		$250K Buy
11,019
+2,478
+29% +$58.5K 0.01% 618
2021
Q4 		$209K Buy
+8,541
New +$211K 0.01% 672
2020
Q3 		– Sell
-376
Closed -$10K – 858
2020
Q2 		$10K Buy
376
+2
+0.5% +$51 ﹤0.01% 1207
2020
Q1 		$9K Buy
374
+261
+231% +$6.99K ﹤0.01% 1099
2019
Q4 		$3K Buy
+113
New +$3.1K ﹤0.01% 1397

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Orion Portfolio Solutions's EBND Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 35% in Q1 2025, selling an estimated $150K and leaving 13,641 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Orion Portfolio Solutions first reported a position in EBND in Q4 2019 and has held it in 17 quarters since. The position peaked at $496K in Q4 2023. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

  • Orion Portfolio Solutions held 13,641 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $274K as of Q1 2025.
  • Orion Portfolio Solutions sold 7,503 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $150K.
  • State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1667 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $496K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.