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

Sutton Wealth 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
2023 Q3	–	Sell	-52	Closed	-$1.1K	–	870
2023 Q2	$1.1K	Sell	52 -571	-92%	-$12.1K	﹤0.01%	770
2023 Q1	$13.2K	Sell	623 -86	-12%	-$1.81K	0.01%	367
2022 Q4	$14.6K	Hold	709	–	–	0.01%	818
2022 Q3	$13.4K	Hold	709	–	–	0.01%	795
2022 Q2	$14.5K	Hold	709	–	–	0.01%	781
2022 Q1	$16.1K	Sell	709 -29	-4%	-$685	0.01%	786
2021 Q4	$18K	Hold	738	–	–	0.01%	744
2021 Q3	$18.7K	Hold	738	–	–	0.01%	711
2021 Q2	$19.5K	Hold	738	–	–	0.01%	710
2021 Q1	$19.2K	Hold	738	–	–	0.01%	683
2020 Q4	$20.7K	Hold	738	–	–	0.01%	603
2020 Q3	$19.4K	Hold	738	–	–	0.01%	552
2020 Q2	$19.3K	Hold	738	–	–	0.01%	542
2020 Q1	$18.1K	Sell	738 -1,017	-58%	-$27.2K	0.01%	505
2019 Q4	$49K	Buy	1,755 +37	+2%	+$1.02K	0.03%	313
2019 Q3	$46.7K	Hold	1,718	–	–	0.03%	321
2019 Q2	$47.8K	Buy	1,718 +21	+1%	+$564	0.03%	314
2019 Q1	$45.7K	Hold	1,697	–	–	0.03%	316
2018 Q4	$45K	Hold	1,697	–	–	0.03%	291
2018 Q3	$44.6K	Hold	1,697	–	–	0.03%	316
2018 Q2	$45.8K	Sell	1,697 -3	-0.2%	-$86	0.03%	310
2018 Q1	$51.6K	Buy	1,700 +488	+40%	+$14.7K	0.04%	267
2017 Q4	$36K	Sell	1,212 -46	-4%	-$1.35K	0.03%	360
2017 Q3	$37.6K	Buy	1,258 +55	+5%	+$1.63K	0.03%	342
2017 Q2	$34.9K	Hold	1,203	–	–	0.03%	338
2017 Q1	$33.9K	Hold	1,203	–	–	0.03%	343
2016 Q4	$32K	Buy	1,203 +1,180	+5,130%	+$31.9K	0.03%	357
2016 Q3	$652	Hold	23	–	–	﹤0.01%	987
2016 Q2	$641	Hold	23	–	–	﹤0.01%	954
2016 Q1	$620	Buy	+23	New	+$577	﹤0.01%	952

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Sutton Wealth Advisors's EBND Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2023, closing a stake of 52 shares — an estimated $1.1K sold.

Sutton Wealth Advisors first reported a position in EBND in Q1 2016 and held it in 30 quarters. The position peaked at $51.6K in Q1 2018. 167 funds tracked by Wall St. Rank hold EBND as of Q3 2023.

Sutton Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 52 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2023, an estimated $1.1K.
Sutton Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2016 and held it in 30 quarters.
Sutton Wealth Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $51.6K in Q1 2018.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.