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Kohmann Bosshard Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Sell
56,817
-746
-1% -$37K 0.24% 41
2026
Q1 		$2.63M Hold
57,563
– – 0.26% 40
2025
Q4 		$2.56M Sell
57,563
-5
-0% -$218 0.23% 47
2025
Q3 		$2.46M Hold
57,568
– – 0.25% 43
2025
Q2 		$2.33M Hold
57,568
– – 0.26% 42
2025
Q1 		$2.1M Buy
57,568
+328
+0.6% +$11.9K 0.25% 42
2024
Q4 		$1.95M Sell
57,240
-5,149
-8% -$184K 0.23% 47
2024
Q3 		$2.34M Buy
62,389
+98
+0.2% +$3.54K 0.29% 43
2024
Q2 		$2.19M Hold
62,291
– – 0.29% 45
2024
Q1 		$2.23M Hold
62,291
– – 0.31% 48
2023
Q4 		$2.12M Sell
62,291
-1,855
-3% -$58.9K 0.32% 49
2023
Q3 		$1.99M Buy
64,146
+1,275
+2% +$41.2K 0.34% 43
2023
Q2 		$2.05M Sell
62,871
-1,027
-2% -$33.5K 0.35% 45
2023
Q1 		$2.05M Buy
63,898
+975
+2% +$30.8K 0.39% 43
2022
Q4 		$1.87M Sell
62,923
-1,521
-2% -$43.7K 0.37% 43
2022
Q3 		$1.66M Sell
64,444
-39,453
-38% -$1.14M 0.37% 45
2022
Q2 		$3M Sell
103,897
-28,878
-22% -$914K 0.66% 33
2022
Q1 		$4.55M Buy
132,775
+69,559
+110% +$2.41M 0.89% 27
2021
Q4 		$2.31M Hold
63,216
– – 0.46% 36
2021
Q3 		$2.29M Sell
63,216
-943
-1% -$35K 0.5% 35
2021
Q2 		$2.36M Hold
64,159
– – 0.54% 35
2021
Q1 		$2.27M Sell
64,159
-501
-0.8% -$17.6K 0.61% 30
2020
Q4 		$2.18M Sell
64,660
-9,642
-13% -$304K 0.68% 30
2020
Q3 		$2.17M Sell
74,302
-1,945
-3% -$56.8K 0.79% 25
2020
Q2 		$2.11M Buy
76,247
+5,802
+8% +$152K 0.78% 26
2020
Q1 		$1.69M Buy
+70,445
New +$2.02M 0.74% 26

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kohmann Bosshard Financial Services's SPDW Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, selling an estimated $37K and leaving 56,817 shares worth $2.86M. The position accounts for 0.24% of the portfolio, ranked #41.

Kohmann Bosshard Financial Services first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.55M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Kohmann Bosshard Financial Services held 56,817 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.86M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 746 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $37K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #41 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.55M in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.