Hibernia Wealth Partners, LLC EBND — SPDR SER TR

Ownership history in Hibernia Wealth Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Hibernia Wealth Partners, LLC reported SPDR SER TR (EBND) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2023 Q4. The latest visible filing shows EBND at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hibernia Wealth Partners, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EBND was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EBND stock page Hibernia Wealth Partners, LLC fund profile Hibernia Wealth Partners, LLC full holdings
How Hibernia Wealth Partners, LLC held EBND — position size vs. price
% of Fund (quarterly)    EBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 197,199 -11,481 -5.5% 1.20% $4.1M 2026-05-04 $20.70
2025 Q4 ADDED — — — 208,680 +101,863 +95.4% 1.34% $4.5M 2026-02-12 $21.40
2025 Q3 REDUCED 49.0% +2.0% ❌ 106,817 -102,586 -49.0% 1.46% $2.3M 2025-11-12 $20.55
2025 Q2 ADDED — — — 209,403 +102,762 +96.4% 1.45% $4.5M 2025-08-08 $20.22
2025 Q1 REDUCED — — — 106,641 -3,054 -2.8% 1.52% $2.1M 2025-04-24 $19.26
2024 Q4 REDUCED 49.7% +3.7% ❌ 109,695 -108,292 -49.7% 1.40% $2.1M 2025-01-29 $18.46
2024 Q3 ADDED — — — 217,987 +1,299 +0.6% 1.39% $4.6M 2024-10-24 $18.54
2024 Q2 ADDED — — — 216,688 +116,645 +116.6% 1.50% $4.3M 2024-07-25 $18.04
2024 Q1 REDUCED — — — 100,043 -1,883 -1.8% 1.39% $2.1M 2024-05-07 $17.96
2023 Q4 INITIATED — — — 101,926 — — 1.62% $2.2M 2024-01-19 $18.18

🏢 Other funds also holding EBND

As of 2026 Q1 — sorted by position size

Hamrick Investment Counsel, llc 6.12% Avos Capital Management, LLC 3.07% Genesis Wealth Advisors, LLC 3Y 7Y 2.78% rebel Financial LLC 2.11% Strategic Financial Planning, Inc. 3Y 1.55% Empower Advisory Group, LLC 3Y 1.48% SeaBridge Investment Advisors LLC 3Y 7Y 1.27% City State Bank 3Y 1.15% Capital CS Group, LLC 3Y 1.11% NOVUS ADVISORS, LLC 0.96%

FAQ About Hibernia Wealth Partners, LLC and EBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hibernia Wealth Partners, LLC reported owning EBND?

Hibernia Wealth Partners, LLC reported EBND across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EBND position in Hibernia Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for EBND was 1.62% in 2023 Q4.

What is the latest reported EBND position on this page?

The most recent filing on this page is 2026 Q1, when Hibernia Wealth Partners, LLC reported 197,199 shares, equal to 1.20% of portfolio, with an estimated market value of $4.1M.

What does the chart on this EBND ownership page compare?

The chart compares Hibernia Wealth Partners, LLC's quarterly EBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hibernia Wealth Partners, LLC time their EBND position?

Based on 13F filing dates vs. subsequent EBND price moves, Hibernia Wealth Partners, LLC correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on EBND relative to SPY over the holding period was -12.1%.

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