Kohmann Bosshard Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-876	Closed	-$93.3K	–	552
2025 Q4	$93.3K	Buy	+876	New	+$92.9K	0.01%	421
2025 Q1	–	Sell	-789	Closed	-$69.3K	–	709
2024 Q4	$69.3K	Buy	+789	New	+$68.2K	0.01%	292
2020 Q4	–	Sell	-8,655	Closed	-$434K	–	105
2020 Q3	$434K	Sell	8,655 -4	-0%	-$196	0.16%	61
2020 Q2	$389K	Buy	+8,659	New	+$360K	0.14%	64

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Kohmann Bosshard Financial Services's SPYG Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 876 shares — an estimated $93.3K sold.

Kohmann Bosshard Financial Services first reported a position in SPYG in Q2 2020 and held it in 4 quarters. The position peaked at $434K in Q3 2020. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 876 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $93.3K.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 4 quarters.
Kohmann Bosshard Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $434K in Q3 2020.
1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.