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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	30,594 +2,206	+8%	+$118K	0.09%	195
2026 Q1	$1.37M	Buy	28,388 +5,855	+26%	+$290K	0.09%	211
2025 Q4	$1.06M	Buy	22,533 +4,821	+27%	+$225K	0.07%	263
2025 Q3	$820K	Sell	17,712 -1,511	-8%	-$67.8K	0.06%	312
2025 Q2	$819K	Buy	19,223 +2,213	+13%	+$89.2K	0.06%	303
2025 Q1	$693K	Buy	17,010 +4,896	+40%	+$216K	0.06%	313
2024 Q4	$544K	Buy	12,114 +4,699	+63%	+$219K	0.05%	349
2024 Q3	$337K	Buy	7,415 +321	+5%	+$14.1K	0.03%	465
2024 Q2	$291K	Buy	7,094 +1,886	+36%	+$78.6K	0.03%	466
2024 Q1	$224K	Buy	+5,208	New	+$215K	0.02%	513
2023 Q4	–	Sell	-6,938	Closed	-$256K	–	627
2023 Q3	$256K	Sell	6,938 -677	-9%	-$26.4K	0.03%	460
2023 Q2	$296K	Sell	7,615 -356	-4%	-$13.2K	0.03%	459
2023 Q1	$301K	Sell	7,971 -278	-3%	-$10.9K	0.03%	422
2022 Q4	$305K	Sell	8,249 -1,722	-17%	-$64.5K	0.03%	454
2022 Q3	$340K	Buy	9,971 +26	+0.3%	+$984	0.04%	393
2022 Q2	$358K	Sell	9,945 -38	-0.4%	-$1.48K	0.04%	431
2022 Q1	$420K	Buy	9,983 +379	+4%	+$16K	0.03%	422
2021 Q4	$429K	Buy	9,604 +7	+0.1%	+$311	0.03%	423
2021 Q3	$409K	Buy	9,597 +1,844	+24%	+$79K	0.04%	430
2021 Q2	$341K	Sell	7,753 -2,110	-21%	-$91.7K	0.04%	400
2021 Q1	$417K	Buy	9,863 +399	+4%	+$16.3K	0.04%	405
2020 Q4	$339K	Sell	9,464 -2,988	-24%	-$95.7K	0.04%	407
2020 Q3	$372K	Sell	12,452 -805	-6%	-$22.4K	0.05%	359
2020 Q2	$352K	Sell	13,257 -1,334	-9%	-$32.8K	0.06%	357
2020 Q1	$319K	Buy	14,591 +1,504	+11%	+$43.6K	0.07%	331
2019 Q4	$426K	Buy	+13,087	New	+$408K	0.07%	337
2018 Q4	–	Sell	-11,658	Closed	-$388K	–	505
2018 Q3	$388K	Buy	+11,658	New	+$388K	0.06%	375

Other funds holding SPSM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Koshinski Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.8% in Q2 2026, buying an estimated $118K and bringing the position to 30,594 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #195.

Koshinski Asset Management first reported a position in SPSM in Q3 2018 and has held it in 27 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Koshinski Asset Management held 30,594 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.76M as of Q2 2026.
Koshinski Asset Management bought 2,206 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $118K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #195 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 27 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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