Ownership history in Kooman & Associates · 5 quarters on record
This page tracks every 13F SEC filing in which Kooman & Associates reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,286 | -823 | -39.0% | 0.26% | $877K | $680.06 |
| 2024 Q4 | ADDED | 2,109 | +1,196 | +131.0% | 0.45% | $1.2M | $577.70 |
| 2024 Q2 | REDUCED | 913 | -2,014 | -68.8% | 0.20% | $497K | $533.00 |
| 2023 Q4 | REDUCED | 2,927 | -45 | -1.5% | 0.62% | $1.4M | $462.58 |
| 2022 Q4 | INITIATED | 2,972 | — | — | 1.12% | $1.1M | — |
As of 2025 Q4 — sorted by position size