CRFG
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Columbia River Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Columbia River Financial Group’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.01M Sell
313,874
-214,983
-41% -$5.48M 4.3% 10
2026
Q1 		$13.5M Buy
528,857
+25,497
+5% +$658K 7.87% 3
2025
Q4 		$13M Buy
503,360
+44,097
+10% +$1.14M 7.95% 3
2025
Q3 		$11.9M Buy
459,263
+12,052
+3% +$308K 7.32% 4
2025
Q2 		$11.4M Sell
447,211
-589
-0.1% -$14.9K 7.41% 4
2025
Q1 		$11.4M Buy
447,800
+37,426
+9% +$944K 7.64% 3
2024
Q4 		$10.3M Buy
+410,374
New +$10.4M 7.05% 5

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Columbia River Financial Group's SPAB Position: Q2 2026 in Review

Columbia River Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 41% in Q2 2026, selling an estimated $5.48M and leaving 313,874 shares worth $8.01M. The position accounts for 4.3% of the portfolio, ranked #10.

Columbia River Financial Group first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q1 2026. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Columbia River Financial Group held 313,874 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $8.01M as of Q2 2026.
  • Columbia River Financial Group sold 214,983 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $5.48M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 4.3% of Columbia River Financial Group's portfolio in Q2 2026, its #10 holding.
  • Columbia River Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Columbia River Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $13.5M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.