EBND — SPDR SER TR

Ownership history in Treasure Coast Financial Planning  ·  13 quarters on record

AI Ownership Summary

Treasure Coast Financial Planning reported SPDR SER TR (EBND) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2023 Q4. The latest visible filing shows EBND at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Treasure Coast Financial Planning'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
2025 Q4

EBND was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% 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 2025 Q4

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 Treasure Coast Financial Planning fund profile Treasure Coast Financial Planning full holdings
How Treasure Coast Financial Planning 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,236 +2,962 +6.0% 0.59% $1.1M 2026-02-14 (Est.) $21.63
2025 Q3 REDUCED 49,274 -209 -0.4% 0.59% $1.1M 2025-11-03 $20.68
2025 Q2 ADDED 49,483 +849 +1.7% 0.62% $1.1M 2025-08-14 $20.43
2025 Q1 REDUCED 48,634 -725 -1.5% 0.61% $976K 2025-05-05 $19.67
2024 Q4 REDUCED 49,359 -25,177 -33.8% 0.64% $964K 2025-01-31 $18.57
2024 Q3 REDUCED 74,536 -442 -0.6% 0.98% $1.6M 2024-11-13 $18.32
2024 Q2 ADDED 74,978 +208 +0.3% 0.98% $1.5M 2024-07-22 $18.32
2024 Q1 ADDED 74,770 +22 +0.0% 1.00% $1.5M 2024-04-26 $17.81
2023 Q4 ADDED 74,748 +20,200 +37.0% 1.11% $1.6M 2024-02-01 $18.53
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EBND

As of 2026 Q1 — sorted by position size

Hamrick Investment Counsel, llc 6.12% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.52% Capital Investment Management, Inc. 0.41% SAX WEALTH ADVISORS, LLC 3Y 0.36% PCB Capital LLC 0.35% Upper Left Wealth Management, LLC 3Y 0.34% McNamara Financial Services, Inc. 3Y 7Y 0.19% First Citizens Asset Management, Inc. 3Y 0.1% Sharkey, Howes & Javer 3Y 7Y 0.09% Legacy Wealth Partners, LLC 0.08%

FAQ About Treasure Coast Financial Planning and EBND

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

How long has Treasure Coast Financial Planning reported owning EBND?

Treasure Coast Financial Planning reported EBND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EBND position in Treasure Coast Financial Planning's portfolio?

The largest reported portfolio weight for EBND was 1.11% in 2023 Q4.

What is the latest reported EBND position on this page?

The most recent filing on this page is 2025 Q4, when Treasure Coast Financial Planning reported 52,236 shares, equal to 0.59% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EBND ownership page compare?

The chart compares Treasure Coast Financial Planning'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.

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