Sandy Spring Bank’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sandy Spring Bank’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	–	Sell	-6,400	Closed	-$125K	–	1244
2024 Q4	$125K	Hold	6,400	–	–	0.01%	426
2024 Q3	$136K	Hold	6,400	–	–	0.01%	421
2024 Q2	$127K	Buy	6,400 +3,410	+114%	+$68.6K	0.01%	419
2024 Q1	$61.3K	Sell	2,990 -1,334	-31%	-$27.7K	﹤0.01%	538
2023 Q4	$91.8K	Buy	4,324 +500	+13%	+$10.1K	﹤0.01%	458
2023 Q3	$75.8K	Buy	3,824 +1,000	+35%	+$20.8K	﹤0.01%	477
2023 Q2	$59.8K	Hold	2,824	–	–	﹤0.01%	512
2023 Q1	$59.9K	Hold	2,824	–	–	﹤0.01%	507
2022 Q4	$58.1K	Buy	+2,824	New	+$55.5K	﹤0.01%	505
2022 Q2	–	Sell	-87	Closed	-$2K	–	1142
2022 Q1	$2K	Sell	87 -1,391	-94%	-$32.9K	﹤0.01%	1056
2021 Q4	$36K	Sell	1,478 -927	-39%	-$22.9K	﹤0.01%	641
2021 Q3	$61K	Hold	2,405	–	–	﹤0.01%	517
2021 Q2	$64K	Buy	2,405 +1,405	+141%	+$37.4K	﹤0.01%	521
2021 Q1	$26K	Buy	+1,000	New	+$27.2K	﹤0.01%	626
2020 Q1	–	Sell	-424	Closed	-$12K	–	909
2019 Q4	$12K	Buy	+424	New	+$11.6K	﹤0.01%	690

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 $2.9T AUM 29.55% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Sandy Spring Bank's EBND Position: Q1 2025 in Review

Sandy Spring Bank sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 6,400 shares — an estimated $125K sold.

Sandy Spring Bank first reported a position in EBND in Q4 2019 and held it in 15 quarters. The position peaked at $136K in Q3 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

Sandy Spring Bank reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 6,400 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $125K.
Sandy Spring Bank first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2019 and held it in 15 quarters.
Sandy Spring Bank's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $136K in Q3 2024.
190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.