13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
OBND

SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF

12 institutions still hold SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P804·12 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.7%
vs prior quarter
13F value held
$46M
57.0% inst. owned
of float
Holders
12
+74 QoQ
filers reporting
Activity
+43 / −23
+847 added · −705 reduced
this quarter
Concentration
57.88%
Marshall Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported OBND in Q1 2026. Marshall Financial Group, LLC leads at 57.9% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Marshall Financial Group, LLC
CIK 0001841496
$26M1.0M4.23%Q1 202602
Hedeker Wealth, LLC
CIK 0001633910
$10M388K2.10%Q1 202603
Atlas Private Wealth Advisors
CIK 0001814234
$5M173K1.05%Q4 202504
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M56K0.00%Q1 202605
CWM, LLC
CIK 0001535847
$942,30337K0.00%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$847,14633K0.00%Q4 202507
LPL Financial LLC
CIK 0001403438
$558,59022K0.00%Q1 202608
Medallion Wealth Advisors, LLC
CIK 0002131139
$361,15614K0.12%Q1 202609
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$281,46911K0.00%Q1 202610
AdvisorNet Financial, Inc
CIK 0001409362
$252,29610K0.01%Q1 202611
Global Assets Advisory, LLC
CIK 0001942932
$112,9115K0.03%Q1 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025