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
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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management's SMLV Position: Q2 2024 in Review

Koshinski Asset Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2024, closing a stake of 2,069 shares — an estimated $232K sold.

Koshinski Asset Management first reported a position in SMLV in Q3 2021 and held it in 5 quarters. The position peaked at $232K in Q1 2024. 80 funds tracked by Wall St. Rank hold SMLV as of Q2 2024.

Koshinski Asset Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 2,069 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2024, an estimated $232K.
Koshinski Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2021 and held it in 5 quarters.
Koshinski Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $232K in Q1 2024.
80 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.