Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Koshinski Asset Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Buy
3,632
+308
+9% +$30.5K 0.02% 532
2025
Q4 		$313K Buy
3,324
+339
+11% +$32K 0.02% 554
2025
Q3 		$282K Buy
2,985
+345
+13% +$31.7K 0.02% 585
2025
Q2 		$234K Buy
+2,640
New +$221K 0.02% 605
2022
Q2 		– Sell
-2,098
Closed -$176K – 1762
2022
Q1 		$176K Buy
2,098
+51
+2% +$4.3K 0.01% 633
2021
Q4 		$190K Buy
2,047
+442
+28% +$40.3K 0.02% 635
2021
Q3 		$140K Buy
+1,605
New +$142K 0.01% 720
2019
Q2 		– Sell
-5,610
Closed -$335 – 370
2019
Q1 		$335 Sell
5,610
-3,358
-37% -$198K 0.09% 268
2018
Q4 		$484K Sell
8,968
-2,588
-22% -$154K 0.12% 216
2018
Q3 		$780K Buy
+11,556
New +$777K 0.11% 244

Other funds holding SLYG

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return