KBFS
SPYM

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

Kohmann Bosshard Financial Services’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6M Sell
177,517
-4,650
-3% -$397K 1.32% 17
2026
Q1 		$13.9M Sell
182,167
-2,654
-1% -$212K 1.36% 17
2025
Q4 		$14.8M Sell
184,821
-2,420
-1% -$192K 1.33% 19
2025
Q3 		$14.7M Sell
187,241
-49,520
-21% -$3.74M 1.5% 17
2025
Q2 		$17.2M Buy
236,761
+8,472
+4% +$570K 1.92% 16
2025
Q1 		$15M Sell
228,289
-4,399
-2% -$304K 1.77% 17
2024
Q4 		$16M Buy
232,688
+548
+0.2% +$38K 1.93% 15
2024
Q3 		$15.7M Sell
232,140
-82
-0% -$5.33K 1.95% 15
2024
Q2 		$14.9M Buy
232,222
+416
+0.2% +$25.6K 2% 15
2024
Q1 		$14.3M Sell
231,806
-4,100
-2% -$240K 1.99% 16
2023
Q4 		$13.2M Sell
235,906
-2,293
-1% -$120K 2.01% 16
2023
Q3 		$12M Hold
238,199
– – 2.06% 16
2023
Q2 		$12.4M Sell
238,199
-5,668
-2% -$280K 2.14% 16
2023
Q1 		$11.7M Sell
243,867
-977
-0.4% -$45.8K 2.2% 16
2022
Q4 		$11M Buy
244,844
+30,903
+14% +$1.4M 2.19% 16
2022
Q3 		$8.98M Sell
213,941
-31,539
-13% -$1.47M 1.99% 18
2022
Q2 		$10.9M Sell
245,480
-33,940
-12% -$1.64M 2.41% 13
2022
Q1 		$14.8M Buy
279,420
+32,923
+13% +$1.72M 2.91% 10
2021
Q4 		$13.8M Buy
246,497
+304
+0.1% +$16.4K 2.76% 10
2021
Q3 		$12.4M Sell
246,193
-138
-0.1% -$7.16K 2.72% 10
2021
Q2 		$12.4M Buy
246,331
+80,115
+48% +$3.93M 2.85% 10
2021
Q1 		$7.75M Sell
166,216
-2,065
-1% -$93.6K 2.08% 17
2020
Q4 		$7.4M Sell
168,281
-4,400
-3% -$183K 2.3% 14
2020
Q3 		$6.79M Sell
172,681
-3,102
-2% -$121K 2.46% 13
2020
Q2 		$6.37M Buy
175,783
+5,946
+4% +$204K 2.37% 14
2020
Q1 		$5.14M Buy
169,837
+162,133
+2,105% +$5.82M 2.26% 14
2019
Q4 		$291K Hold
7,704
– – 0.11% 65
2019
Q3 		$268K Buy
7,704
+136
+2% +$4.73K 0.11% 66
2019
Q2 		$261K Buy
7,568
+1,069
+16% +$36.2K 0.11% 68
2019
Q1 		$216K Buy
6,499
+321
+5% +$10.2K 0.1% 71
2018
Q4 		$180K Buy
+6,178
New +$195K 0.1% 74

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q2 2026, selling an estimated $397K and leaving 177,517 shares worth $15.6M. The position accounts for 1.32% of the portfolio, ranked #17.

Kohmann Bosshard Financial Services first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.2M in Q2 2025. 679 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Kohmann Bosshard Financial Services held 177,517 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.6M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 4,650 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $397K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.32% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #17 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.2M in Q2 2025.
  • 679 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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