Personal Capital Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Personal Capital Advisors’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
2022 Q4	$92.5M	Buy	4,499,062 +769,602	+21%	+$15.1M	0.45%	47
2022 Q3	$70.7M	Buy	3,729,460 +885,100	+31%	+$17.8M	0.38%	60
2022 Q2	$58.2M	Buy	2,844,360 +1,200,755	+73%	+$25.6M	0.3%	77
2022 Q1	$37.4M	Buy	1,643,605 +1,509,565	+1,126%	+$35.7M	0.17%	117
2021 Q4	$3.91M	Buy	+134,040	New	+$3.31M	0.02%	210

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

Personal Capital Advisors's EBND Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 21% in Q4 2022, buying an estimated $15.1M and bringing the position to 4,499,062 shares worth $92.5M. The position accounts for 0.45% of the portfolio, ranked #47.

Personal Capital Advisors first reported a position in EBND in Q4 2021 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold EBND as of Q4 2022.

Personal Capital Advisors held 4,499,062 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $92.5M as of Q4 2022.
Personal Capital Advisors bought 769,602 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2022, an estimated $15.1M.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.45% of Personal Capital Advisors's portfolio in Q4 2022, its #47 holding.
Personal Capital Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2021 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.