OBND

State Street Loomis Sayles Opportunistic Bond ETFSPDR
$25.61-0.10 (-0.39%)Close
AUM$54.2M
Expense Ratio0.55%
NAV$25.79
Holdings452
InceptionSep 27, 2021

Price Chart

Key Statistics

Previous Close

$25.70

Day Range

$25.61$25.66

52-Week Range

$25.13$26.44

Avg Volume

14.1K

Dividend Yield

6.30%

Expense Ratio

0.55%

AUM

$54.2M

Shares Outstanding

2.1M

Sector Breakdown

SectorWeight %
Financial Services98.49%
Energy0.50%
Consumer Defensive0.32%
Technology0.29%
Communication Services0.20%
Healthcare0.19%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States49.84%
Other34.36%
United Kingdom2.83%
Canada2.06%
Australia1.86%
France1.41%
Switzerland1.26%
Japan1.23%
Netherlands0.92%
Italy0.71%
Greece0.48%
Denmark0.43%
Singapore0.37%
Germany0.37%
Chile0.35%
Spain0.35%
Luxembourg0.32%
Cayman Islands0.27%
Malta0.23%
China0.22%
Ireland0.14%

Fund Information

Issuer
SPDR
Subcategory
Floating Rate
Inception Date
Sep 27, 2021
Exchange
BATS
Description
The State Street Loomis Sayles Opportunistic Bond ETF (OBND) is an actively managed multi-asset credit strategy that seeks to capture risk premiums in markets it believes offer strong risk-adjusted return potential over a full market cycle due to Loomis Sayles' credit selection and risk management process The fund may invest in debt obligations of any credit quality across all fixed income sectors, including bank loans and securitized credit instruments, as well as allocate 100% of the portfolio into non-investment grade rated securitiesThe fund can also invest across the entire maturity curve with the duration of the portfolio (target duration between zero to seven years) managed based on the interest rate views of Loomis Sayles

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The State Street Loomis Sayles Opportunistic Bond ETF (OBND) is an exchange-traded fund issued by SPDR that launched on Sep 27, 2021. It currently manages $54.2M in assets under management. The fund charges an expense ratio of 0.55%. The fund holds 452 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 13.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1US Dollar4.68%0$2.5M
2APPLIED MATERIALS INC 4.6 01/15/20362.21%0$1.2M
3BCMM 2025-1A A1 144A 5.28969 07/17/20371.72%0$931K
4NISSAN MOTOR CO 144A W/O RTS 4.81 09/17/20300.83%0$451K
5CITADEL FINANCE LLC 144A W/O RTS 5.15 02/14/20310.82%0$445K
6ARDONAGH GROUP TLB S+300 6.3728 02/15/20310.81%0$440K
7UNICREDIT SPA 144A W/O RTS 7.296 04/02/20340.78%0$421K
8COLUMBUS MCKINNON TLB S+350 7.1602 02/03/20330.69%0$374K
9BNP PARIBAS 144A W/O RTS 6.875 06/15/21740.67%0$361K
10PETSMART TLB S+400 7.677 08/18/20320.62%0$338K
11LUMMUS TLB S+250 6.173 12/31/20290.62%0$336K
12TEAM SERVICES TLB S+525 9.85372 01/31/20330.59%0$322K
13S&S HOLDINGS TLB S+500 FL50 (31) 8.673 10/01/20310.58%0$317K
14IXS TLB S+550 9.1668 09/05/20290.56%0$303K
15VIALTO TLB S+475 FL50 5.6668 07/31/20300.54%0$293K
Page 1 of 10

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.39%
1W
-0.99%
1M
-1.97%
3M
-2.12%
6M
-3.18%
YTD
-1.92%
1Y
-0.81%
3Y
-0.29%
5Y
-14.90%

Moving Averages

20-Day MA

$26.06

Below 20-Day MA
50-Day MA

$26.10

Below 50-Day MA
200-Day MA

$26.08

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.44

Current Price

$25.61

52-Week Low

$25.13

$25.13$26.44

Current Yield

6.30%

Annual Dividend

$0.5403

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.1282Mar 5, 2026
Feb 2, 2026$0.1425Feb 5, 2026
Dec 18, 2025$0.1437Dec 23, 2025
Dec 1, 2025$0.1260Dec 4, 2025
Nov 3, 2025$0.1259Nov 6, 2025
Oct 1, 2025$0.1360Oct 6, 2025
Sep 2, 2025$0.1367Sep 5, 2025
Aug 1, 2025$0.1398Aug 6, 2025
Jul 1, 2025$0.1360Jul 7, 2025
Jun 2, 2025$0.1358Jun 5, 2025
May 1, 2025$0.1403May 6, 2025
Apr 1, 2025$0.1334Apr 4, 2025
Mar 3, 2025$0.1390Mar 6, 2025
Feb 3, 2025$0.1385Feb 6, 2025
Dec 19, 2024$0.1172Dec 24, 2024
Dec 2, 2024$0.1288Dec 5, 2024
Nov 1, 2024$0.1381Nov 6, 2024
Oct 1, 2024$0.1339Oct 4, 2024
Sep 3, 2024$0.1381Sep 6, 2024
Aug 1, 2024$0.1473Aug 6, 2024

Dividend Payments Over Time

Category Comparison

MetricOBNDFinancial Services(780 ETFs)Floating Rate(47 ETFs)
Fund Info
Expense Ratio0.55%0.67%0.45%
AUM$54.2M$3.06B$1.48B
Dividend Yield6.30%4.52%5.55%
Avg Volume14.1K1.4M1.7M
Holdings452277219
Performance
1-Month Return-2.03%-5.00%-1.19%
6-Month Return-2.87%+1.78%-1.88%
YTD Return-1.68%+0.12%-1.21%
1-Year Return-1.04%+14.85%-0.98%

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