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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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