Shum Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Shum 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	$584K	Buy	22,870 +1,665	+8%	+$42.5K	0.35%	67
2026 Q1	$543K	Buy	21,205 +314	+2%	+$8.1K	0.38%	65
2025 Q4	$538K	Buy	20,891 +991	+5%	+$25.6K	0.39%	67
2025 Q3	$514K	Buy	+19,900	New	+$509K	0.38%	65
2025 Q1	$476K	Buy	18,639 +672	+4%	+$17K	0.41%	64
2024 Q4	$449K	Buy	17,967 +908	+5%	+$23.1K	0.39%	68
2024 Q3	$433K	Buy	+17,059	New	+$439K	0.36%	68

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Shum Financial Group's SPAB Position: Q2 2026 in Review

Shum Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.9% in Q2 2026, buying an estimated $42.5K and bringing the position to 22,870 shares worth $584K. The position accounts for 0.35% of the portfolio, ranked #67.

Shum Financial Group first reported a position in SPAB in Q3 2024 and has held it in 7 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Shum Financial Group held 22,870 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $584K as of Q2 2026.
Shum Financial Group bought 1,665 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $42.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.35% of Shum Financial Group's portfolio in Q2 2026, its #67 holding.
Shum Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.