SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q4 2024 (December 31)8holders
2new positions
3sold out
$25.71avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Marshall Financial Group, LLC ($26.7M), Hedeker Wealth, LLC ($8.4M) and Aveo Capital Partners, LLC ($4.1M).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q4 2024)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $11.2M |
| Exits | 3 | $896K |
All 13F filers, Q3 2024 → Q4 2024: 542,942 shares bought and 88,487 shares sold, net +454,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Marshall Financial Group, LLC | 6.47% | Add +11.6% | 1,039,195 | $26.7M |
| Hedeker Wealth, LLC | 2.08% | New | 324,859 | $8.4M |
| Aveo Capital Partners, LLC | 0.45% | Reduce -6.1% | 159,797 | $4.1M |
| Atlas Private Wealth Advisors | 0.40% | New | 109,090 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -29.6% | 105,468 | $2.7M |
| Medallion Wealth Advisors, LLC | 0.16% | — | 12,900 | $332K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.3% | 8,274 | $213K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,600 | $118K |
"% 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.