SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q3 2024 (September 30)8holders +3
5new positions
2sold out
1famous investor
$26.48avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Marshall Financial Group, LLC ($24.7M), Aveo Capital Partners, LLC ($4.5M) and Jane Street Group, LLC ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q3 2024)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.1M |
| Exits | 2 | $8.4M |
All 13F filers, Q2 2024 → Q3 2024: 536,642 shares bought and 364,939 shares sold, net +171,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Marshall Financial Group, LLC | 5.89% | Add +59.0% | 930,907 | $24.7M |
| Aveo Capital Partners, LLC | 0.48% | Reduce -26.0% | 170,135 | $4.5M |
| Jane Street Group, LLC | 0.01% | New | 149,787 | $4.0M |
| Bank of Montreal | 0.00% | New | 23,250 | $615K |
| Citadel Advisors | 0.00% | New | 10,338 | $274K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,569 | $200K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,600 | $122K |
| Wells Fargo & Company | 0.00% | New | 242 | $6K |
"% 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.