Kohmann Bosshard Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.97M	Sell	68,806 -2,097	-3%	-$112K	0.34%	33
2026 Q1	$3.43M	Hold	70,903	–	–	0.33%	33
2025 Q4	$3.32M	Buy	70,903 +3	+0%	+$140	0.3%	38
2025 Q3	$3.28M	Sell	70,900 -7,175	-9%	-$322K	0.34%	37
2025 Q2	$3.33M	Buy	78,075 +40,697	+109%	+$1.64M	0.37%	35
2025 Q1	$1.52M	Sell	37,378 -2,377	-6%	-$105K	0.18%	59
2024 Q4	$1.79M	Sell	39,755 -1,810	-4%	-$84.2K	0.21%	53
2024 Q3	$1.89M	Hold	41,565	–	–	0.23%	54
2024 Q2	$1.73M	Sell	41,565 -1,000	-2%	-$41.7K	0.23%	57
2024 Q1	$1.83M	Sell	42,565 -1,184	-3%	-$48.9K	0.26%	56
2023 Q4	$1.85M	Sell	43,749 -3,221	-7%	-$121K	0.28%	56
2023 Q3	$1.73M	Buy	46,970 +20	+0%	+$779	0.3%	53
2023 Q2	$1.82M	Sell	46,950 -70	-0.1%	-$2.6K	0.31%	52
2023 Q1	$1.78M	Sell	47,020 -1,235	-3%	-$48.2K	0.33%	49
2022 Q4	$1.78M	Sell	48,255 -7,449	-13%	-$279K	0.36%	46
2022 Q3	$1.9M	Buy	55,704 +8,175	+17%	+$309K	0.42%	41
2022 Q2	$1.71M	Sell	47,529 -35,128	-42%	-$1.36M	0.38%	44
2022 Q1	$3.48M	Sell	82,657 -24,641	-23%	-$1.04M	0.68%	33
2021 Q4	$4.79M	Sell	107,298 -760	-0.7%	-$33.8K	0.96%	24
2021 Q3	$4.6M	Sell	108,058 -15	-0%	-$643	1.01%	22
2021 Q2	$4.75M	Buy	108,073 +62,061	+135%	+$2.7M	1.09%	21
2021 Q1	$1.95M	Buy	46,012 +40	+0.1%	+$1.63K	0.52%	33
2020 Q4	$1.65M	Sell	45,972 -151	-0.3%	-$4.84K	0.51%	37
2020 Q3	$1.26M	Sell	46,123 -2,384	-5%	-$66.5K	0.46%	38
2020 Q2	$1.29M	Hold	48,507	–	–	0.48%	39
2020 Q1	$1.06M	Sell	48,507 -58,048	-54%	-$1.68M	0.47%	38
2019 Q4	$3.48M	Buy	106,555 +4	+0%	+$125	1.28%	21
2019 Q3	$3.2M	Buy	106,551 +2,355	+2%	+$71K	1.26%	22
2019 Q2	$3.19M	Hold	104,196	–	–	1.33%	21
2019 Q1	$3.15M	Sell	104,196 -11,440	-10%	-$340K	1.49%	20
2018 Q4	$3.05M	Buy	+115,636	New	+$3.41M	1.65%	20

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, selling an estimated $112K and leaving 68,806 shares worth $3.97M. The position accounts for 0.34% of the portfolio, ranked #33.

Kohmann Bosshard Financial Services first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.79M in Q4 2021. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Kohmann Bosshard Financial Services held 68,806 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.97M as of Q2 2026.
Kohmann Bosshard Financial Services sold 2,097 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $112K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.34% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #33 holding.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
Kohmann Bosshard Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.79M in Q4 2021.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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