Summit Wealth Group (Colorado)’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Summit Wealth Group (Colorado)’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 Q4	–	Sell	-13,321	Closed	-$478K	–	364
2025 Q3	$478K	Buy	+13,321	New	+$283K	0.05%	269

Other funds holding EBND

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EBND Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2025, closing a stake of 13,321 shares — an estimated $478K sold.

Summit Wealth Group (Colorado) first reported a position in EBND in Q3 2025 and held it in 1 quarter. The position peaked at $478K in Q3 2025. 218 funds tracked by Wall St. Rank hold EBND as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 13,321 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2025, an estimated $478K.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $478K in Q3 2025.
218 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.