Kohmann Bosshard Financial Services’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
78,075
+40,697
| +109% | +$1.73M | 0.37% | 35 |
|
|
2025
Q1 | $1.52M | Sell |
37,378
-2,377
| -6% | -$96.9K | 0.18% | 59 |
|
|
2024
Q4 | $1.79M | Sell |
39,755
-1,810
| -4% | -$81.3K | 0.21% | 53 |
|
|
2024
Q3 | $1.89M | Hold |
41,565
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $1.73M | Sell |
41,565
-1,000
| -2% | -$41.5K | 0.23% | 57 |
|
|
2024
Q1 | $1.83M | Sell |
42,565
-1,184
| -3% | -$51K | 0.26% | 56 |
|
|
2023
Q4 | $1.85M | Sell |
43,749
-3,221
| -7% | -$136K | 0.28% | 56 |
|
|
2023
Q3 | $1.73M | Buy |
46,970
+20
| +0% | +$738 | 0.3% | 53 |
|
|
2023
Q2 | $1.82M | Sell |
46,950
-70
| -0.1% | -$2.72K | 0.31% | 52 |
|
|
2023
Q1 | $1.78M | Sell |
47,020
-1,235
| -3% | -$46.6K | 0.33% | 49 |
|
|
2022
Q4 | $1.78M | Sell |
48,255
-7,449
| -13% | -$275K | 0.36% | 46 |
|
|
2022
Q3 | $1.9M | Buy |
55,704
+8,175
| +17% | +$278K | 0.42% | 41 |
|
|
2022
Q2 | $1.71M | Sell |
47,529
-35,128
| -42% | -$1.26M | 0.38% | 44 |
|
|
2022
Q1 | $3.48M | Sell |
82,657
-24,641
| -23% | -$1.04M | 0.68% | 33 |
|
|
2021
Q4 | $4.8M | Sell |
107,298
-760
| -0.7% | -$34K | 0.96% | 24 |
|
|
2021
Q3 | $4.6M | Sell |
108,058
-15
| -0% | -$639 | 1.01% | 22 |
|
|
2021
Q2 | $4.75M | Buy |
108,073
+62,061
| +135% | +$2.73M | 1.09% | 21 |
|
|
2021
Q1 | $1.95M | Buy |
46,012
+40
| +0.1% | +$1.69K | 0.52% | 33 |
|
|
2020
Q4 | $1.65M | Sell |
45,972
-151
| -0.3% | -$5.41K | 0.51% | 37 |
|
|
2020
Q3 | $1.26M | Sell |
46,123
-2,384
| -5% | -$65.3K | 0.46% | 38 |
|
|
2020
Q2 | $1.29M | Hold |
48,507
| – | – | 0.48% | 39 |
|
|
2020
Q1 | $1.06M | Sell |
48,507
-58,048
| -54% | -$1.27M | 0.47% | 38 |
|
|
2019
Q4 | $3.48M | Buy |
106,555
+4
| +0% | +$131 | 1.28% | 21 |
|
|
2019
Q3 | $3.2M | Buy |
106,551
+2,355
| +2% | +$70.7K | 1.26% | 22 |
|
|
2019
Q2 | $3.19M | Hold |
104,196
| – | – | 1.33% | 21 |
|
|
2019
Q1 | $3.15M | Sell |
104,196
-11,440
| -10% | -$346K | 1.49% | 20 |
|
|
2018
Q4 | $3.05M | Buy |
+115,636
| New | +$3.05M | 1.65% | 20 |
|