SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q2 2024 (June 30)5holders −2
1new positions
4sold out
$26.20avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 4 sold out. The largest holders were Marshall Financial Group, LLC ($15.1M), Natixis Investment Managers, LLC ($8.3M) and Aveo Capital Partners, LLC ($5.9M).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q2 2024)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15.1M |
| Exits | 4 | $2.3M |
All 13F filers, Q1 2024 → Q2 2024: 596,578 shares bought and 348,903 shares sold, net +247,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Marshall Financial Group, LLC | 4.21% | New | 585,451 | $15.1M |
| Natixis Investment Managers, LLC | 13.89% | Reduce -46.1% | 303,246 | $8.3M |
| Aveo Capital Partners, LLC | 0.67% | Add +4.0% | 229,816 | $5.9M |
| AdvisorNet Financial, Inc | 0.01% | Add +91.7% | 4,600 | $118K |
| Lynx Investment Advisory | 0.04% | — | 2,012 | $52K |
"% of holder's portfolio" is OBND's weight in each manager's 13F, not the share of SS Loomis Sayles Op Bond ETF the manager owns.