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OBND SSGA ACTIVE TR

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ST STR LOOMI ETF (fund)

10 managers (10 13F filers) reported a position in OBND shares at 2025-03-31, 1,760,806 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
10
New
3
Added
4
Reduced
2
Sold out
2
Shares held by filers
1,760,806

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Marshall Financial Group, LLC1,017,312$26.4M5.76%-21,88313F-HRTimeline
Hedeker Wealth, LLC333,015$8.63M2.32%+8,15613F-HRTimeline
Atlas Private Wealth Advisors314,919$8.16M1.14%+205,82913F-HRTimeline
Aveo Capital Partners, LLC42,342$1.08M0.18%-117,45513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,218$627K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC13,900$359K0.16%+1,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,446$245K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc5,570$144K0.01%+97013F-HRTimeline
UBS Group AGin group UBS Group AG84$2.18K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.