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Synergy Asset Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Synergy Asset Management’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
-109
Closed -$2.32K – 265
2024
Q4 		$2.32K Buy
+109
New +$2.2K ﹤0.01% 665

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Synergy Asset Management's EBND Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2025, closing a stake of 109 shares — an estimated $2.32K sold.

Synergy Asset Management first reported a position in EBND in Q4 2024 and held it in 1 quarter. The position peaked at $2.32K in Q4 2024. 190 funds tracked by Wall St. Rank hold EBND as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 109 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2025, an estimated $2.32K.
  • Synergy Asset Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2.32K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.