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

Sowell 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
2024
Q4 		– Sell
-18,052
Closed -$384K – 530
2024
Q3 		$384K Buy
18,052
+2
+0% +$41 0.02% 474
2024
Q2 		$359K Buy
18,050
+470
+3% +$9.46K 0.02% 473
2024
Q1 		$360K Buy
17,580
+1,729
+11% +$35.9K 0.02% 498
2023
Q4 		$337K Buy
15,851
+1,593
+11% +$32.2K 0.02% 478
2023
Q3 		$283K Buy
14,258
+1,724
+14% +$35.8K 0.02% 467
2023
Q2 		$265K Buy
+12,534
New +$265K 0.01% 524
2023
Q1 		– Sell
-12,172
Closed -$250K – 774
2022
Q4 		$250K Buy
12,172
+900
+8% +$17.7K 0.02% 504
2022
Q3 		$214K Buy
+11,272
New +$227K 0.02% 395
2021
Q2 		– Sell
-2,194
Closed -$58K – 1113
2021
Q1 		$58K Buy
2,194
+362
+20% +$9.84K ﹤0.01% 1593
2020
Q4 		$51K Buy
1,832
+188
+11% +$5.1K ﹤0.01% 1390
2020
Q3 		$43K Buy
1,644
+67
+4% +$1.78K ﹤0.01% 1267
2020
Q2 		$41K Buy
1,577
+76
+5% +$1.94K ﹤0.01% 1218
2020
Q1 		$37K Buy
1,501
+273
+22% +$7.31K ﹤0.01% 1148
2019
Q4 		$34K Buy
1,228
+594
+94% +$16.3K ﹤0.01% 1282
2019
Q3 		$17K Buy
+634
New +$17.5K ﹤0.01% 1338

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's EBND Position: Q4 2024 in Review

Sowell Financial Services sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2024, closing a stake of 18,052 shares — an estimated $384K sold.

Sowell Financial Services first reported a position in EBND in Q3 2019 and held it in 15 quarters. The position peaked at $384K in Q3 2024. 211 funds tracked by Wall St. Rank hold EBND as of Q4 2024.

  • Sowell Financial Services reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 18,052 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2024, an estimated $384K.
  • Sowell Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and held it in 15 quarters.
  • Sowell Financial Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $384K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.