ZF
SPAB icon

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

Zhang Financial’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
Q1 		$8.54M Buy
333,168
+81,545
+32% +$2.1M 0.3% 52
2025
Q4 		$6.48M Sell
251,623
-8,043
-3% -$208K 0.24% 55
2025
Q3 		$6.71M Buy
259,666
+21,690
+9% +$555K 0.27% 50
2025
Q2 		$6.09M Buy
237,976
+18,308
+8% +$463K 0.28% 49
2025
Q1 		$5.61M Buy
219,668
+25,763
+13% +$650K 0.3% 47
2024
Q4 		$4.85M Sell
193,905
-8,212
-4% -$209K 0.28% 48
2024
Q3 		$5.28M Buy
202,117
+28,899
+17% +$744K 0.33% 42
2024
Q2 		$4.35M Buy
173,218
+6,853
+4% +$171K 0.3% 45
2024
Q1 		$4.21M Buy
166,365
+85,911
+107% +$2.17M 0.31% 45
2023
Q4 		$2.06M Buy
+80,454
New +$1.98M 0.18% 69
2023
Q1 		– Sell
-8,308
Closed -$209K – 233
2022
Q4 		$209K Buy
+8,308
New +$208K 0.03% 219

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Zhang Financial's SPAB Position: Q1 2026 in Review

Zhang Financial increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 32% in Q1 2026, buying an estimated $2.1M and bringing the position to 333,168 shares worth $8.54M. The position accounts for 0.3% of the portfolio, ranked #52.

Zhang Financial first reported a position in SPAB in Q4 2022 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Zhang Financial held 333,168 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $8.54M as of Q1 2026.
  • Zhang Financial bought 81,545 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $2.1M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.3% of Zhang Financial's portfolio in Q1 2026, its #52 holding.
  • Zhang Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.