OBND β€” SSGA ACTIVE TR

Ownership history in Aveo Capital Partners, LLC  Β·  13 quarters on record

AI Ownership Summary

Aveo Capital Partners, LLC reported SSGA ACTIVE TR (OBND) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows OBND at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aveo Capital Partners, LLC's position in SSGA ACTIVE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OBND was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aveo Capital Partners, LLC held OBND β€” position size vs. price
% of Fund (quarterly)    OBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 42,342 β€” 0% 0.18% $1.1M 2026-02-14 (Est.) $25.96
2025 Q3 UNCHANGED 42,342 β€” 0% 0.18% $1.1M 2025-11-14 $25.49
2025 Q2 UNCHANGED 42,342 β€” 0% 0.18% $1.1M 2025-08-21 $24.98
2025 Q1 REDUCED 42,342 -117,455 -73.5% 0.18% $1.1M 2025-05-12 $24.15
2024 Q4 REDUCED 159,797 -10,338 -6.1% 0.45% $4.1M 2025-01-30 $23.95
2024 Q3 REDUCED 170,135 -59,681 -26.0% 0.48% $4.5M 2024-11-12 $23.73
2024 Q2 ADDED 229,816 +8,927 +4.0% 0.67% $5.9M 2024-08-02 $23.57
2024 Q1 REDUCED 220,889 -41,143 -15.7% 0.62% $5.7M 2024-05-06 $22.78
2023 Q4 REDUCED 262,032 -9,501 -3.5% 0.83% $6.9M 2024-02-06 $22.60
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding OBND

As of 2026 Q1 β€” sorted by position size

Marshall Financial Group, LLC 3Y 4.23% AdvisorNet Financial, Inc 3Y 7Y 0.01%

FAQ About Aveo Capital Partners, LLC and OBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aveo Capital Partners, LLC reported owning OBND?

Aveo Capital Partners, LLC reported OBND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OBND position in Aveo Capital Partners, LLC's portfolio?

The largest reported portfolio weight for OBND was 0.83% in 2023 Q4.

What is the latest reported OBND position on this page?

The most recent filing on this page is 2025 Q4, when Aveo Capital Partners, LLC reported 42,342 shares, equal to 0.18% of portfolio, with an estimated market value of $1.1M.

What does the chart on this OBND ownership page compare?

The chart compares Aveo Capital Partners, LLC's quarterly OBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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