We are live on ! Find out more
EBND icon

State Street SPDR Bloomberg Emerging Markets Local Bond ETF

187 hedge funds and large institutions have $1.73B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

12% more funds holding

Funds holding: 167187 (+20)

7% more capital invested

Capital invested by funds: $1.62B → $1.73B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 89.03%88.7% (-0.33%)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
60
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
101
Global Financial Private Client
Florida
$172K +$78K +3,852 +91%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$171K +$134K +6,597 +460%
EWA
103
EP Wealth Advisors
California
$123K -$240K -11,852 -67%
VCM
104
Versant Capital Management
Arizona
$116K -$23.6K -1,164 -18%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$113K -$24.1K -1,192 -18%
VAG
106
VisionPoint Advisory Group
Texas
$111K +$37.7K +1,865 +55%
SSB
107
Sandy Spring Bank
Maryland
$91.8K +$10.1K +500 +13%
RWPA
108
Richard W. Paul & Associates
Michigan
$82K -$3.64K -180 -4%
CJ
109
Caitlin John
Michigan
$79.8K +$76.1K +3,759 New
LFASL
110
Lugano Financial Advisors SA (LFA)
Switzerland
$70.1K +$66.8K +3,300 New
CPA
111
Clear Point Advisors
New York
$68.6K +$65.4K +3,229 New
NC
112
NewSquare Capital
Pennsylvania
$60.4K -$52.5K -2,595 -48%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$59.5K -$546 -27 -1%
CP
114
Castleview Partners
Texas
$58.8K -$65.8K -3,253 -54%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$58.3K +$49.2K +2,430 +774%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$36K +$6.01K +297 +21%
PCMC
117
Private Capital Management (Colorado)
Colorado
$35.6K -$8.26K -408 -20%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$32.2K +$19.2K +948 +167%
GI
119
Gradient Investments
Minnesota
$29.7K +$7.81K +386 +38%
PS
120
Planned Solutions
California
$27.2K +$25.9K +1,280 New
AF
121
Advisornet Financial
Minnesota
$25.5K +$5.06K +250 +26%
CPA
122
Cardiff Park Advisors
California
$25.1K -$4.37K -216 -15%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$21K -$23.8K -1,175 -54%
FWA
124
FSC Wealth Advisors
New York
$18.3K +$8.48K +419 +95%
CFD
125
Creative Financial Designs
Indiana
$17.4K -$17.9K -884 -52%

EBND Hedge Fund Activity: Q4 2023 in Review

187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2023, worth a combined $1.73B — up 7% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EBND positions and 23 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $15.4M. The largest seller was Mackenzie Financial, cutting an estimated $14.8M.

  • 187 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $1.73B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2023, up 7% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2023 and 23 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2023 was Empower Advisory Group, an estimated $15.4M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2023 was Mackenzie Financial, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.