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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

210 hedge funds and large institutions have $1.6B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

9% more funds holding

Funds holding: 193210 (+17)

1.6% less ownership

Funds ownership: 88.2%86.6% (-1.6%)

12% less capital invested

Capital invested by funds: $1.81B → $1.6B (-$210M)

Holders
210
Holders Change
+17
Holders Change %
+8.81%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
68
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
26
First Citizens Bank & Trust
North Carolina
$2.02M -$27.6K -1,367 -1%
GM
27
GeoWealth Management
Illinois
$1.97M +$126K +6,238 +7%
Wells Fargo
28
Wells Fargo
California
$1.88M -$216K -10,694 -10%
LWMI
29
Landmark Wealth Management (Illinois)
Illinois
$1.86M +$252K +12,497 +15%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.7M -$666K -33,060 -28%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.68M +$97K +4,813 +6%
RCM
32
Raleigh Capital Management
North Carolina
$1.61M +$263K +13,057 +19%
PWM
33
Perigon Wealth Management
California
$1.52M +$440K +21,809 +39%
FFA
34
Farther Finance Advisors
California
$1.41M +$22.7K +1,126 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.37M +$92.2K +4,575 +7%
MFS
36
McNamara Financial Services
Massachusetts
$1.34M -$45.9K -2,276 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.28M -$436K -21,622 -25%
OMC
38
Old Mission Capital
Illinois
$1.07M -$888K -44,035 -45%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$1.06M -$3.91K -194 -0.4%
P
40
&Partners
Tennessee
$1.03M +$35.2K +1,745 +3%
Morgan Stanley
41
Morgan Stanley
New York
$1.02M -$622K -30,877 -37%
TCFP
42
Treasure Coast Financial Planning
Florida
$964K -$507K -25,177 -34%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$961K +$8.02K +398 +0.8%
TWP
44
Tempus Wealth Planning
California
$928K -$30.4K -1,510 -3%
Ameriprise
45
Ameriprise
Minnesota
$919K +$139K +6,894 +17%
AWM
46
Axxcess Wealth Management
California
$900K +$8.61K +427 +0.9%
RRWA
47
Rainey & Randall Wealth Advisors
Florida
$875K +$6.93K +344 +0.8%
SAW
48
Signal Advisors Wealth
Michigan
$874K +$902K +44,764 New
SWP
49
Stratos Wealth Partners
Ohio
$855K +$882K +43,770 New
APW
50
Austin Private Wealth
Texas
$771K +$92.3K +4,579 +13%

EBND Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2024, worth a combined $1.6B — down 12% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EBND positions and 29 closed out — a net gain of 19 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $30.7M. The largest seller was Charles Schwab, cutting an estimated $56.3M.

  • 210 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2024, up from 193 in Q3 2024.
  • Funds reported $1.6B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2024 and 29 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2024 was Empower Advisory Group, an estimated $30.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2024 was Charles Schwab, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2024.