Koshinski Asset Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	+1,376	New	+$203K	0.01%	727
2024 Q2	–	Sell	-2,069	Closed	-$232K	–	639
2024 Q1	$232K	Buy	+2,069	New	+$225K	0.02%	503
2023 Q2	–	Sell	-1,973	Closed	-$207K	–	660
2023 Q1	$207K	Buy	+1,973	New	+$217K	0.02%	522
2022 Q2	–	Sell	-1,676	Closed	-$191K	–	1763
2022 Q1	$191K	Hold	1,676	–	–	0.02%	596
2021 Q4	$200K	Buy	1,676 +14	+0.8%	+$1.64K	0.02%	622
2021 Q3	$186K	Buy	+1,662	New	+$187K	0.02%	630

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Koshinski Asset Management opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,376 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in SMLV as recently as Q1 2024.

Koshinski Asset Management first reported a position in SMLV in Q3 2021 and has held it in 6 quarters since. The position peaked at $232K in Q1 2024. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Koshinski Asset Management held 1,376 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $217K as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Koshinski Asset Management position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #727 holding.
Koshinski Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2021 and has held it in 6 quarters since.
Koshinski Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $232K in Q1 2024.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

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