DOSSIER · 13F Holders · Q2 2026
OBND

SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF

12 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 78470P804·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$47M
visible holders
Holders
12
filers reporting
Concentration
58.96%
Marshall Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported OBND in Q2 2026. Marshall Financial Group, LLC leads at 59.0% 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 2026
02
Hedeker Wealth, LLC
CIK 0001633910
$10M388K2.10%Q1 2026
03
Atlas Private Wealth Advisors
CIK 0001814234
$5M173K1.05%Q4 2025
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M56K0.00%Q1 2026
05
CWM, LLC
CIK 0001535847
$942K37K0.00%Q1 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$847K33K0.00%Q4 2025
07
LPL Financial LLC
CIK 0001403438
$559K22K0.00%Q1 2026
08
Medallion Wealth Advisors, LLC
CIK 0002131139
$361K14K0.12%Q1 2026
09
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$281K11K0.00%Q1 2026
10
AdvisorNet Financial, Inc
CIK 0001409362
$254K10K0.01%Q2 2026
11
Global Assets Advisory, LLC
CIK 0001942932
$113K5K0.03%Q1 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025