Kohmann Bosshard Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.4M	Buy	4,553 +4	+0.1%	+$2.9K	0.29%	35
2026 Q1	$2.96M	Buy	4,549 +1,223	+37%	+$832K	0.29%	36
2025 Q4	$2.27M	Buy	3,326 +2	+0.1%	+$1.35K	0.2%	53
2025 Q3	$2.21M	Sell	3,324 -1	-0%	-$641	0.23%	47
2025 Q2	$2.05M	Buy	3,325 +1	+0%	+$572	0.23%	44
2025 Q1	$1.86M	Hold	3,324	–	–	0.22%	50
2024 Q4	$1.95M	Hold	3,324	–	–	0.23%	48
2024 Q3	$1.91M	Buy	3,324 +1	+0%	+$553	0.24%	53
2024 Q2	$1.81M	Hold	3,323	–	–	0.24%	53
2024 Q1	$1.74M	Buy	3,323 +1	+0%	+$498	0.24%	59
2023 Q4	$1.58M	Buy	3,322 +102	+3%	+$45.4K	0.24%	60
2023 Q3	$1.38M	Hold	3,220	–	–	0.24%	61
2023 Q2	$1.43M	Buy	3,220 +2,108	+190%	+$885K	0.25%	60
2023 Q1	$455K	Hold	1,112	–	–	0.09%	95
2022 Q4	$425K	Hold	1,112	–	–	0.08%	97
2022 Q3	$397K	Hold	1,112	–	–	0.09%	86
2022 Q2	$420K	Hold	1,112	–	–	0.09%	87
2022 Q1	$502K	Hold	1,112	–	–	0.1%	77
2021 Q4	$528K	Hold	1,112	–	–	0.11%	69
2021 Q3	$477K	Hold	1,112	–	–	0.1%	69
2021 Q2	$476K	Hold	1,112	–	–	0.11%	68
2021 Q1	$441K	Buy	1,112 +522	+88%	+$201K	0.12%	69
2020 Q4	$221K	Sell	590 -150	-20%	-$53.2K	0.07%	96
2020 Q3	$248K	Hold	740	–	–	0.09%	86
2020 Q2	$229K	Buy	740 +150	+25%	+$43.9K	0.09%	84
2020 Q1	$152K	Hold	590	–	–	0.07%	94
2019 Q4	$190K	Hold	590	–	–	0.07%	83
2019 Q3	$175K	Hold	590	–	–	0.07%	82
2019 Q2	$173K	Hold	590	–	–	0.07%	88
2019 Q1	$167K	Hold	590	–	–	0.08%	83
2018 Q4	$147K	Hold	590	–	–	0.08%	81
2018 Q3	$172K	Hold	590	–	–	0.08%	75
2018 Q2	$160K	Hold	590	–	–	0.09%	76
2018 Q1	$155K	Hold	590	–	–	0.09%	75
2017 Q4	$157K	Hold	590	–	–	0.1%	73
2017 Q3	$148K	Buy	+590	New	+$145K	0.1%	72
2017 Q1	$139K	Buy	+590	New	+$137K	0.12%	72

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q2 2026, buying an estimated $2.9K and bringing the position to 4,553 shares worth $3.4M. The position accounts for 0.29% of the portfolio, ranked #35.

Kohmann Bosshard Financial Services first reported a position in SPY in Q1 2017 and has held it in 37 quarters since. 1,736 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kohmann Bosshard Financial Services held 4,553 shares of State Street SPDR S&P 500 ETF Trust worth $3.4M as of Q2 2026.
Kohmann Bosshard Financial Services bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #35 holding.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 37 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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