Kohmann Bosshard Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
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|
2025
Q1 | $15M | Sell |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $14.3M | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $12M | Hold |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $8.98M | Sell |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $13.8M | Buy |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $7.75M | Sell |
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|
2020
Q4 | $7.4M | Sell |
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|
2020
Q3 | $6.79M | Sell |
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|
2020
Q2 | $6.37M | Buy |
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|
2020
Q1 | $5.14M | Buy |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | $180K | Buy |
|