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Kohmann Bosshard Financial Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
36,698
+4,738
+15% +$142K 0.09% 81
2026
Q1 		$961K Sell
31,960
-353
-1% -$10.7K 0.09% 85
2025
Q4 		$976K Buy
32,313
+1,348
+4% +$40.7K 0.09% 105
2025
Q3 		$938K Sell
30,965
-710
-2% -$21.4K 0.1% 93
2025
Q2 		$956K Sell
31,675
-2,290
-7% -$68.7K 0.11% 82
2025
Q1 		$1.02M Sell
33,965
-436
-1% -$13.1K 0.12% 80
2024
Q4 		$1.03M Buy
34,401
+459
+1% +$13.8K 0.12% 76
2024
Q3 		$1.03M Sell
33,942
-223
-0.7% -$6.69K 0.13% 75
2024
Q2 		$1.01M Sell
34,165
-10,582
-24% -$314K 0.14% 73
2024
Q1 		$1.33M Sell
44,747
-15,590
-26% -$464K 0.19% 67
2023
Q4 		$1.8M Sell
60,337
-608
-1% -$17.9K 0.27% 57
2023
Q3 		$1.79M Sell
60,945
-15,729
-21% -$462K 0.31% 51
2023
Q2 		$2.26M Sell
76,674
-8,104
-10% -$239K 0.39% 41
2023
Q1 		$2.51M Sell
84,778
-9,210
-10% -$272K 0.47% 38
2022
Q4 		$2.76M Buy
93,988
+11,829
+14% +$346K 0.55% 35
2022
Q3 		$2.4M Sell
82,159
-53,343
-39% -$1.58M 0.53% 37
2022
Q2 		$4.03M Buy
135,502
+73,549
+119% +$2.2M 0.89% 30
2022
Q1 		$1.87M Buy
61,953
+38,767
+167% +$1.18M 0.37% 42
2021
Q4 		$767K Sell
23,186
-2,230
-9% -$69.3K 0.15% 60
2021
Q3 		$794K Buy
25,416
+864
+4% +$27K 0.17% 57
2021
Q2 		$768K Sell
24,552
-591
-2% -$18.5K 0.18% 54
2021
Q1 		$787K Buy
25,143
+3,023
+14% +$94.8K 0.21% 54
2020
Q4 		$695K Sell
22,120
-3,899
-15% -$122K 0.22% 55
2020
Q3 		$816K Sell
26,019
-6,029
-19% -$189K 0.3% 50
2020
Q2 		$1M Buy
32,048
+1,613
+5% +$50K 0.37% 45
2020
Q1 		$921K Buy
30,435
+8,620
+40% +$264K 0.41% 43
2019
Q4 		$673K Buy
21,815
+48
+0.2% +$1.48K 0.25% 46
2019
Q3 		$672K Hold
21,767
– – 0.26% 44
2019
Q2 		$670K Sell
21,767
-15
-0.1% -$458 0.28% 45
2019
Q1 		$665K Sell
21,782
-6,577
-23% -$200K 0.31% 46
2018
Q4 		$855K Buy
+28,359
New +$853K 0.46% 39
2017
Q4 		– Sell
-4,951
Closed -$152K – 87
2017
Q3 		$152K Buy
+4,951
New +$152K 0.11% 69
2017
Q1 		$245K Sell
8,014
-2,162
-21% -$66.1K 0.21% 53
2016
Q4 		$311K Buy
+10,176
New +$311K 0.29% 46

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 15% in Q2 2026, buying an estimated $142K and bringing the position to 36,698 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #81.

Kohmann Bosshard Financial Services first reported a position in SPSB in Q4 2016 and has held it in 34 quarters since. The position peaked at $4.03M in Q2 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Kohmann Bosshard Financial Services held 36,698 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.1M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 4,738 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $142K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #81 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2016 and has held it in 34 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.03M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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