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Kohmann Bosshard Financial Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$845K Sell
17,713
-115
-0.6% -$5.41K 0.07% 94
2026
Q1 		$812K Sell
17,828
-791
-4% -$36.3K 0.08% 95
2025
Q4 		$805K Hold
18,619
– – 0.07% 119
2025
Q3 		$819K Hold
18,619
– – 0.08% 102
2025
Q2 		$790K Hold
18,619
– – 0.09% 92
2025
Q1 		$824K Sell
18,619
-290
-2% -$12.7K 0.1% 91
2024
Q4 		$818K Sell
18,909
-3,114
-14% -$141K 0.1% 85
2024
Q3 		$1.01M Hold
22,023
– – 0.12% 76
2024
Q2 		$886K Sell
22,023
-1
-0% -$40 0.12% 78
2024
Q1 		$897K Sell
22,024
-9,756
-31% -$381K 0.12% 81
2023
Q4 		$1.25M Sell
31,780
-179
-0.6% -$6.43K 0.19% 68
2023
Q3 		$1.12M Sell
31,959
-522
-2% -$19.4K 0.19% 66
2023
Q2 		$1.2M Sell
32,481
-2,242
-6% -$82.8K 0.21% 64
2023
Q1 		$1.32M Hold
34,723
– – 0.25% 61
2022
Q4 		$1.37M Sell
34,723
-1,465
-4% -$57.3K 0.27% 60
2022
Q3 		$1.28M Buy
36,188
+11,316
+45% +$456K 0.28% 53
2022
Q2 		$993K Buy
24,872
+3,590
+17% +$154K 0.22% 57
2022
Q1 		$935K Buy
21,282
+730
+4% +$31.4K 0.18% 58
2021
Q4 		$864K Sell
20,552
-769
-4% -$31.4K 0.17% 58
2021
Q3 		$834K Buy
21,321
+1
+0% +$40 0.18% 54
2021
Q2 		$855K Hold
21,320
– – 0.2% 52
2021
Q1 		$821K Sell
21,320
-209
-1% -$7.61K 0.22% 53
2020
Q4 		$709K Sell
21,529
-88
-0.4% -$2.72K 0.22% 53
2020
Q3 		$592K Sell
21,617
-1,194
-5% -$33.8K 0.21% 53
2020
Q2 		$636K Buy
22,811
+2,287
+11% +$62.5K 0.24% 53
2020
Q1 		$505K Buy
20,524
+12,817
+166% +$446K 0.22% 55
2019
Q4 		$304K Buy
7,707
+944
+14% +$36.4K 0.11% 63
2019
Q3 		$257K Hold
6,763
– – 0.1% 67
2019
Q2 		$257K Buy
6,763
+260
+4% +$9.85K 0.11% 69
2019
Q1 		$246K Buy
6,503
+3,310
+104% +$122K 0.12% 67
2018
Q4 		$109K Buy
+3,193
New +$117K 0.06% 95

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.65% in Q2 2026, selling an estimated $5.41K and leaving 17,713 shares worth $845K. The position accounts for 0.07% of the portfolio, ranked #94.

Kohmann Bosshard Financial Services first reported a position in SPYD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.37M in Q4 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Kohmann Bosshard Financial Services held 17,713 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $845K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 115 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $5.41K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.07% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #94 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.37M in Q4 2022.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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