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

Koshinski Asset Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Buy	2,306 +89	+4%	+$9.17K	0.01%	670
2026 Q1	$210K	Buy	+2,217	New	+$214K	0.01%	693
2024 Q4	–	Sell	-2,360	Closed	-$205K	–	665
2024 Q3	$205K	Buy	+2,360	New	+$198K	0.02%	600
2022 Q3	–	Sell	-2,773	Closed	-$201K	–	615
2022 Q2	$201K	Buy	2,773 +65	+2%	+$5.08K	0.02%	554
2022 Q1	$226K	Buy	2,708 +24	+0.9%	+$1.99K	0.02%	553
2021 Q4	$227K	Buy	2,684 +693	+35%	+$59.2K	0.02%	583
2021 Q3	$163K	Buy	+1,991	New	+$163K	0.01%	674

Other funds holding SLYV

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Koshinski Asset Management's SLYV Position: Q2 2026 in Review

Koshinski Asset Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4% in Q2 2026, buying an estimated $9.17K and bringing the position to 2,306 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #670.

Koshinski Asset Management first reported a position in SLYV in Q3 2021 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Koshinski Asset Management held 2,306 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $252K as of Q2 2026.
Koshinski Asset Management bought 89 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.17K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #670 holding.
Koshinski Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and has held it in 7 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.