ZF
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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
Q2 		$8.55M Buy
335,040
+1,872
+0.6% +$47.8K 0.25% 61
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 $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

Zhang Financial's SPAB Position: Q2 2026 in Review

Zhang Financial increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.56% in Q2 2026, buying an estimated $47.8K and bringing the position to 335,040 shares worth $8.55M. The position accounts for 0.25% of the portfolio, ranked #61.

Zhang Financial first reported a position in SPAB in Q4 2022 and has held it in 12 quarters since. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Zhang Financial held 335,040 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $8.55M as of Q2 2026.
  • Zhang Financial bought 1,872 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $47.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.25% of Zhang Financial's portfolio in Q2 2026, its #61 holding.
  • Zhang Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.