SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q1 2025 (March 31)9holders +1
3new positions
2sold out
1famous investor
$25.90avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Marshall Financial Group, LLC ($26.4M), Hedeker Wealth, LLC ($8.6M) and Atlas Private Wealth Advisors ($8.2M). 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 (Q1 2025)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $874K |
| Exits | 2 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 249,703 shares bought and 253,080 shares sold, net −3,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Marshall Financial Group, LLC | 5.76% | Reduce -2.1% | 1,017,312 | $26.4M |
| Hedeker Wealth, LLC | 2.32% | Add +2.5% | 333,015 | $8.6M |
| Atlas Private Wealth Advisors | 1.14% | Add +188.7% | 314,919 | $8.2M |
| Aveo Capital Partners, LLC | 0.18% | Reduce -73.5% | 42,342 | $1.1M |
| Citadel Advisors | 0.00% | New | 24,218 | $627K |
| Medallion Wealth Advisors, LLC | 0.16% | Add +7.8% | 13,900 | $359K |
| Wells Fargo & Company | 0.00% | New | 9,446 | $245K |
| AdvisorNet Financial, Inc | 0.01% | Add +21.1% | 5,570 | $144K |
| UBS Group AG | 0.00% | New | 84 | $2K |
"% 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.