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State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND

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: 193 → 210 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Empower Advisory Group
Empower Advisory Group
Colorado
+$30.7M
2
State Street
State Street
Massachusetts
+$5.13M
3
EFS
Econ Financial Services
Pennsylvania
+$2.39M
4
VA
Valmark Advisers
Ohio
+$2.31M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$56.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$43.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.7M
4
PAG
Private Advisor Group
New Jersey
-$2.65M
5
HWP
Hibernia Wealth Partners
Louisiana
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
151
MCF Advisors
Kentucky
$10.3K – – –
Jones Financial Companies
152
Jones Financial Companies
Missouri
$9.57K -$10.8K -535 -52%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$8.96K – – –
MCM
154
MAI Capital Management
Ohio
$8.74K +$9.01K +447 New
BBHC
155
Brown Brothers Harriman & Co
New York
$8.12K +$8.38K +416 New
TCG
156
Transcendent Capital Group
Oklahoma
$7.74K +$141 +7 +2%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$6.52K -$155K -7,702 -96%
IF
158
Integrity Financial
Wyoming
$5.55K +$5.72K +284 New
NP
159
NorthRock Partners
Minnesota
$5.16K +$1.83K +91 +53%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$4.96K – – –
TCM
161
TruNorth Capital Management
Michigan
$4.92K – – –
IHWM
162
Iron Horse Wealth Management
Iowa
$4.45K – – –
SHF
163
Safe Harbor Fiduciary
Florida
$4.2K -$40 -2 -0.9%
WIM
164
Westside Investment Management
California
$4.18K – – –
AW
165
Avion Wealth
Texas
$4K – – –
TFA
166
Transamerica Financial Advisors
Florida
$4K – – –
MFS
167
Mattson Financial Services
Michigan
$3.51K +$3.33K +165 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$3.5K – – –
IRC
169
Investors Research Corp
Georgia
$3.16K – – –
GSWM
170
Golden State Wealth Management
California
$2.89K +$2.98K +148 New
CIM
171
Contravisory Investment Management
Massachusetts
$2.79K +$2.88K +143 New
HI
172
Human Investing
Oregon
$2.42K +$2.5K +124 New
CA
173
Continuum Advisory
Idaho
$2.4K – – –
SAM
174
Synergy Asset Management
Washington
$2.32K +$2.2K +109 New
HR
175
Howe & Rusling
New York
$2.25K +$2.32K +115 New
5 6
7
8 9

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.