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Kohmann Bosshard Financial Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
39,979
+308
+0.8% +$8.95K 0.1% 78
2026
Q1 		$1.16M Sell
39,671
-4,751
-11% -$139K 0.11% 74
2025
Q4 		$1.3M Buy
44,422
+449
+1% +$13.2K 0.12% 77
2025
Q3 		$1.29M Buy
43,973
+316
+0.7% +$9.24K 0.13% 71
2025
Q2 		$1.28M Sell
43,657
-25,860
-37% -$755K 0.14% 64
2025
Q1 		$2.03M Buy
69,517
+250
+0.4% +$7.27K 0.24% 44
2024
Q4 		$2.01M Buy
69,267
+21,781
+46% +$633K 0.24% 45
2024
Q3 		$1.4M Buy
47,486
+11,065
+30% +$323K 0.17% 61
2024
Q2 		$1.05M Buy
36,421
+391
+1% +$11.3K 0.14% 71
2024
Q1 		$1.04M Sell
36,030
-3,188
-8% -$92.3K 0.15% 76
2023
Q4 		$1.14M Buy
39,218
+491
+1% +$14.1K 0.17% 74
2023
Q3 		$1.11M Sell
38,727
-712
-2% -$20.5K 0.19% 68
2023
Q2 		$1.14M Buy
39,439
+4,068
+12% +$118K 0.2% 67
2023
Q1 		$1.03M Buy
35,371
+5,065
+17% +$147K 0.19% 69
2022
Q4 		$876K Buy
+30,306
New +$875K 0.17% 71

Other funds holding SPTS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.78% in Q2 2026, buying an estimated $8.95K and bringing the position to 39,979 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #78.

Kohmann Bosshard Financial Services first reported a position in SPTS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.03M in Q1 2025. 130 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Kohmann Bosshard Financial Services held 39,979 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.16M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 308 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $8.95K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.1% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #78 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $2.03M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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