Columbia River Financial Group, LLC SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

Ownership history in Columbia River Financial Group, LLC  ·  6 quarters on record

AI Ownership Summary

Columbia River Financial Group, LLC reported SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 7.95% in 2025 Q4. The latest visible filing shows SPAB at 7.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Columbia River Financial Group, LLC's position in SPDR PORTFOLIO AGGREGATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPAB was reported at 7.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.95% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Columbia River Financial Group, LLC held SPAB — position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 528,857 +25,497 +5.1% 7.87% $14K 2026-05-12 $25.44
2025 Q4 ADDED 503,360 +44,097 +9.6% 7.95% $13K 2026-02-12 $25.70
2025 Q3 ADDED 459,263 +12,052 +2.7% 7.32% $12K 2025-11-14 $25.28
2025 Q2 REDUCED 447,211 -589 -0.1% 7.41% $11K 2025-08-06 $24.84
2025 Q1 ADDED 447,800 +37,426 +9.1% 7.64% $11K 2025-04-29 $24.49
2024 Q4 INITIATED 410,374 7.04% $10K 2025-02-19 $23.93

FAQ About Columbia River Financial Group, LLC and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Columbia River Financial Group, LLC reported owning SPAB?

Columbia River Financial Group, LLC reported SPAB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPAB position in Columbia River Financial Group, LLC's portfolio?

The largest reported portfolio weight for SPAB was 7.95% in 2025 Q4.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2026 Q1, when Columbia River Financial Group, LLC reported 528,857 shares, equal to 7.87% of portfolio, with an estimated market value of $14K.

What does the chart on this SPAB ownership page compare?

The chart compares Columbia River Financial Group, LLC's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Columbia River Financial Group, LLC time their SPAB position?

Based on 13F filing dates vs. subsequent SPAB price moves, Columbia River Financial Group, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPAB relative to SPY over the holding period was -10.7%.

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