SPDR Loomis Sayles Opportunistic Bond

OBND • BATS

SPDR Loomis Sayles Opportunistic Bond is an exchange-traded fund on BATS. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $44.6M. Marshall Financial Group LLC is the largest holder with a position valued at $26.3M.

Overview

Overview of institutional ownership in OBND as of Q3 2025

All Institutions

Institutions: 8
Value Held: $44.6M
Shares Held: 1.7M
Avg Position: $5.6M
Median Position: $1.6M

Hedge Funds

Hedge Funds: 1
Value Held: $2.1M
Shares Held: 80.8K
Avg Position: $2.1M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in OBND as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M Marshall Financial Group LLC Institution	-	$26.3M 5.36% of portfolio	1.0M shares	Q2 2024 Held for 1y 5m	$491.1M
Hedeker Wealth Management Group, LLC RIA/Wealth	Dean Richard Hedeker Founder	$9.0M 1.87% of portfolio	343.0K shares	Q4 2024 Held for 11 months	$481.1M
A Atlas Private Wealth Advisors RIA/Wealth	Juan Antonio Perez Mayo Managing Partner	$4.2M 1.03% of portfolio	159.1K shares	Q4 2024 Held for 11 months	$406.4M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$2.1M 0.00% of portfolio	80.8K shares	Q3 2023 Held for 2y 2m	$122.08B
O Onyx Bridge Wealth Group LLC RIA/Wealth	Jared Michael Cohen Managing Partner	$1.2M 0.13% of portfolio	44.3K shares	Q3 2025 Held for 2 months	$915.8M
CWM, LLC RIA/Wealth	George Burton White CEO	$937.7K 0.00% of portfolio	35.7K shares	Q3 2025 Held for 2 months	$31.5B
J JANE STREET GROUP, LLC Institution	-	$610.1K 0.00% of portfolio	23.2K shares	Q3 2021 Held for 4y 2m	$84.1B
A AdvisorNet Financial, Inc Institution	-	$248.9K 0.01% of portfolio	9.5K shares	Q2 2023 Held for 2y 5m	$1.8B

Net Capital Flow

Institutional buying and selling activity for OBND in Q3 2025

Traded: −$2.1M
Buyers: 4
Sellers: 4
Total Bought: +$2.7M
Total Sold: −$4.7M
Avg Position: $5.6M

Biggest Buyers

Institution	Net Bought	Current Position
O Onyx Bridge Wealth Group LLC RIA/Wealth	+$1.2M +44.3K shares	$1.2M 44.3K shares
CWM, LLC RIA/Wealth	+$937.7K +35.7K shares	$937.7K 35.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$542.6K +20.6K shares	$2.1M 80.8K shares
A AdvisorNet Financial, Inc Institution	+$49.9K +1.9K shares	$248.9K 9.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Atlas Private Wealth Advisors RIA/Wealth	−$4.0M −153.3K shares	$4.2M 159.1K shares
M Marshall Financial Group LLC Institution	−$360.1K −13.7K shares	$26.3M 1.0M shares
J JANE STREET GROUP, LLC Institution	−$340.5K −13.0K shares	$610.1K 23.2K shares
Hedeker Wealth Management Group, LLC RIA/Wealth	−$17.5K −667.0 shares	$9.0M 343.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OBND in Q3 2025

New Positions: 2
New Value: $2.1M
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
O Onyx Bridge Wealth Group LLC RIA/Wealth	$1.2M 44.3K shares
CWM, LLC RIA/Wealth	$937.7K 35.7K shares

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in OBND as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with OBND as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Marshall Financial Group LLC Institution	-	5.36% $26.3M	1.0M shares	Q2 2024 Held for 1y 5m	$491.1M
Hedeker Wealth Management Group, LLC RIA/Wealth	Dean Richard Hedeker Founder	1.87% $9.0M	343.0K shares	Q4 2024 Held for 11 months	$481.1M
A Atlas Private Wealth Advisors RIA/Wealth	Juan Antonio Perez Mayo Managing Partner	1.03% $4.2M	159.1K shares	Q4 2024 Held for 11 months	$406.4M
O Onyx Bridge Wealth Group LLC RIA/Wealth	Jared Michael Cohen Managing Partner	0.13% $1.2M	44.3K shares	Q3 2025 Held for 2 months	$915.8M
A AdvisorNet Financial, Inc Institution	-	0.01% $248.9K	9.5K shares	Q2 2023 Held for 2y 5m	$1.8B
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% $937.7K	35.7K shares	Q3 2025 Held for 2 months	$31.5B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $2.1M	80.8K shares	Q3 2023 Held for 2y 2m	$122.08B
J JANE STREET GROUP, LLC Institution	-	0.00% $610.1K	23.2K shares	Q3 2021 Held for 4y 2m	$84.1B

Hedge Fund Spotlight

Discover hedge funds investing in OBND

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Loomis Sayles Opportunistic Bond

Market Value: $2.1M
Shares Held: 80.8K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%