SSGA Active Trust - OBND
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Financial Group, LLC | History | Added to | 1,070,380 | 27,631 | 4.03% | 4.23% | 1 | +38,641 | 3.75% | Q2 2026 | Jul 17, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 385,777 | 9,958 | 1.9% | 2.1% | 2 | -1,898 | -0.49% | Q2 2026 | Aug 04, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 193,193 | 4,987 | 1.09% | 1.1% | 3 | +10,107 | 5.52% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | New | 43,470 | 1,122 | 0.04% | — | 4 | +43,470 | New | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | Added to | 40,239 | 1,038 | 0.0% | 0.0% | 5 | +18,431 | 84.51% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 36,789 | 942 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,232 | 780 | 0.0% | — | 7 | +30,232 | New | Q2 2026 | Sep 02, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 12,800 | 330 | 0.1% | 0.12% | 8 | -1,300 | -9.22% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,989 | 283 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,737 | 277 | 0.0% | 0.0% | 10 | -45,636 | -80.95% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,850 | 254 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,697 | 95 | 0.0% | — | 12 | +3,697 | New | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,550 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |