13F Insight
DOSSIER · 13F Holders · Q2 2026
OBND

SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF

14 institutions still hold SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P804·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
14
filers reporting
Concentration
56.46%
Marshall Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported OBND in Q2 2026. Marshall Financial Group, LLC leads at 56.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Marshall Financial Group, LLC
CIK 0001841496
$28M1.1M4.03%Q2 202602
Hedeker Wealth, LLC
CIK 0001633910
$10M386K1.90%Q2 202603
Atlas Private Wealth Advisors
CIK 0001814234
$5M193K1.09%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M56K0.00%Q1 202605
Belpointe Asset Management LLC
CIK 0001721242
$1M43K0.04%Q2 202606
LPL Financial LLC
CIK 0001403438
$1M40K0.00%Q2 202607
CWM, LLC
CIK 0001535847
$942K37K0.00%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$847K33K0.00%Q4 202509
Medallion Wealth Advisors, LLC
CIK 0002131139
$330K13K0.10%Q2 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$284K11K0.00%Q2 202611
AdvisorNet Financial, Inc
CIK 0001409362
$254K10K0.01%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$95K4K0.00%Q2 202613
UBS Group AG
CIK 0001610520
$10340.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025