Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Koshinski Asset Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$980K Buy
10,799
+1,039
+11% +$91.4K 0.05% 302
2026
Q1 		$772K Sell
9,760
-137
-1% -$11.3K 0.05% 329
2025
Q4 		$817K Buy
9,897
+234
+2% +$19.1K 0.05% 312
2025
Q3 		$779K Sell
9,663
-1
-0% -$78 0.05% 324
2025
Q2 		$724K Sell
9,664
-924
-9% -$64.1K 0.05% 327
2025
Q1 		$720K Buy
10,588
+29
+0.3% +$2.08K 0.06% 307
2024
Q4 		$754K Sell
10,559
-122
-1% -$8.78K 0.06% 297
2024
Q3 		$748K Buy
10,681
+224
+2% +$15.1K 0.06% 297
2024
Q2 		$707K Buy
10,457
+3,273
+46% +$210K 0.07% 278
2024
Q1 		$461K Buy
+7,184
New +$438K 0.05% 334
2023
Q4 		– Sell
-12,501
Closed -$656K – 629
2023
Q3 		$656K Sell
12,501
-802
-6% -$43.8K 0.08% 267
2023
Q2 		$724K Sell
13,303
-2,426
-15% -$125K 0.08% 260
2023
Q1 		$793K Buy
15,729
+4
+0% +$198 0.08% 248
2022
Q4 		$744K Buy
15,725
+52
+0.3% +$2.47K 0.07% 282
2022
Q3 		$691K Sell
15,673
-3,183
-17% -$156K 0.08% 267
2022
Q2 		$876K Sell
18,856
-363
-2% -$18.3K 0.09% 254
2022
Q1 		$1.07M Sell
19,219
-126
-0.7% -$6.91K 0.09% 245
2021
Q4 		$1.13M Sell
19,345
-790
-4% -$44.7K 0.09% 231
2021
Q3 		$1.07M Buy
20,135
+7,088
+54% +$386K 0.09% 238
2021
Q2 		$691K Sell
13,047
-8,675
-40% -$449K 0.09% 262
2021
Q1 		$1.07M Sell
21,722
-3,497
-14% -$167K 0.11% 212
2020
Q4 		$1.16M Buy
25,219
+3,425
+16% +$149K 0.15% 172
2020
Q3 		$939K Sell
21,794
-18,201
-46% -$737K 0.13% 187
2020
Q2 		$1.51M Sell
39,995
-1,541
-4% -$55.1K 0.24% 106
2020
Q1 		$1.31M Sell
41,536
-4,940
-11% -$186K 0.27% 103
2019
Q4 		$1.85M Buy
+46,476
New +$1.77M 0.32% 84
2019
Q2 		– Sell
-47,064
Closed -$1.66M – 372
2019
Q1 		$1.66M Buy
47,064
+3,808
+9% +$129K 0.44% 56
2018
Q4 		$1.34M Sell
43,256
-17,183
-28% -$574K 0.33% 93
2018
Q3 		$2.19M Buy
60,439
+19,805
+49% +$705K 0.31% 91
2018
Q2 		$1.38M Buy
40,634
+433
+1% +$14.6K 0.42% 74
2018
Q1 		$1.32M Sell
40,201
-1,253
-3% -$42.4K 0.41% 75
2017
Q4 		$1.38M Buy
41,454
+1,488
+4% +$48.1K 0.34% 96
2017
Q3 		$1.25M Sell
39,966
-1,248
-3% -$38.2K 0.41% 71
2017
Q2 		$1.24M Buy
41,214
+6,096
+17% +$182K 0.45% 70
2017
Q1 		$1.03M Buy
35,118
+12,534
+55% +$363K 0.4% 77
2016
Q4 		$630K Buy
+22,584
New +$614K 0.31% 113

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Koshinski Asset Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q2 2026, buying an estimated $91.4K and bringing the position to 10,799 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #302.

Koshinski Asset Management first reported a position in SPTM in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.19M in Q3 2018. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Koshinski Asset Management held 10,799 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $980K as of Q2 2026.
  • Koshinski Asset Management bought 1,039 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $91.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #302 holding.
  • Koshinski Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2016 and has held it in 36 quarters since.
  • Koshinski Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.19M in Q3 2018.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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