SEC 13F Intelligence

Columbia River Financial Group, LLC / SHM

Columbia River Financial Group, LLC’s Spdr Series Trust Position

Does Columbia River Financial Group, LLC own Spdr Series Trust (SHM)? Yes — 51.3K shares worth $2M (+1.42% of its 13F portfolio) as of Q1 2026, up from 50.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
51.3K
% of Portfolio
+1.42%
Quarters Held
6
currently held

Position History SHM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.3K$2M+1.42%
Q4 202550.6K$2M+1.49%
Q3 202548.7K$2M+1.44%
Q2 202548.6K$2M+1.51%
Q1 202550.8K$2M+1.61%
Q4 202447.5K$2M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Columbia River Financial Group, LLC’s full portfolio or all institutional holders of SHM.