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Kohmann Bosshard Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Sell
43,219
-954
-2% -$61.4K 0.25% 39
2026
Q1 		$2.62M Sell
44,173
-718
-2% -$43.7K 0.25% 41
2025
Q4 		$2.6M Hold
44,891
– – 0.23% 46
2025
Q3 		$2.57M Hold
44,891
– – 0.26% 42
2025
Q2 		$2.44M Sell
44,891
-820
-2% -$42.2K 0.27% 40
2025
Q1 		$2.34M Sell
45,711
-2,348
-5% -$128K 0.28% 40
2024
Q4 		$2.63M Sell
48,059
-1,315
-3% -$74K 0.32% 39
2024
Q3 		$2.7M Sell
49,374
-1,014
-2% -$53.6K 0.34% 40
2024
Q2 		$2.58M Sell
50,388
-3,261
-6% -$168K 0.35% 40
2024
Q1 		$2.86M Sell
53,649
-1,101
-2% -$54.8K 0.4% 41
2023
Q4 		$2.67M Sell
54,750
-1,723
-3% -$76.8K 0.41% 41
2023
Q3 		$2.47M Sell
56,473
-2,703
-5% -$124K 0.43% 39
2023
Q2 		$2.72M Sell
59,176
-259
-0.4% -$11.3K 0.47% 38
2023
Q1 		$2.6M Sell
59,435
-275
-0.5% -$12.3K 0.49% 37
2022
Q4 		$2.54M Sell
59,710
-8,300
-12% -$352K 0.51% 37
2022
Q3 		$2.62M Sell
68,010
-2,385
-3% -$101K 0.58% 36
2022
Q2 		$2.79M Sell
70,395
-3,211
-4% -$139K 0.62% 37
2022
Q1 		$3.47M Sell
73,606
-3,623
-5% -$169K 0.68% 34
2021
Q4 		$3.84M Buy
77,229
+1,955
+3% +$95.5K 0.77% 29
2021
Q3 		$3.48M Buy
75,274
+2,163
+3% +$102K 0.76% 29
2021
Q2 		$3.45M Buy
73,111
+26,706
+58% +$1.27M 0.79% 26
2021
Q1 		$2.12M Sell
46,405
-129
-0.3% -$5.66K 0.57% 31
2020
Q4 		$1.88M Sell
46,534
-6,842
-13% -$254K 0.59% 32
2020
Q3 		$1.74M Sell
53,376
-2,811
-5% -$92.3K 0.63% 31
2020
Q2 		$1.76M Buy
56,187
+5,997
+12% +$175K 0.65% 29
2020
Q1 		$1.27M Buy
50,190
+35,939
+252% +$1.18M 0.56% 33
2019
Q4 		$516K Buy
14,251
+713
+5% +$24.9K 0.19% 48
2019
Q3 		$459K Hold
13,538
– – 0.18% 48
2019
Q2 		$461K Hold
13,538
– – 0.19% 51
2019
Q1 		$451K Hold
13,538
– – 0.21% 53
2018
Q4 		$398K Buy
+13,538
New +$441K 0.22% 51

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.2% in Q2 2026, selling an estimated $61.4K and leaving 43,219 shares worth $2.92M. The position accounts for 0.25% of the portfolio, ranked #39.

Kohmann Bosshard Financial Services first reported a position in SPMD in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.84M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Kohmann Bosshard Financial Services held 43,219 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.92M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 954 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $61.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #39 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.84M in Q4 2021.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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