Koshinski Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Sell	43,394 -2,397	-5%	-$250K	0.26%	84
2025 Q4	$4.89M	Sell	45,791 -4,211	-8%	-$446K	0.31%	68
2025 Q3	$5.23M	Buy	50,002 +1,418	+3%	+$141K	0.35%	58
2025 Q2	$4.63M	Buy	48,584 +224	+0.5%	+$19.2K	0.35%	58
2025 Q1	$3.89M	Buy	48,360 +3,445	+8%	+$301K	0.33%	62
2024 Q4	$3.95B	Sell	44,915 -146	-0.3%	-$12.6K	0.34%	59
2024 Q3	$3.74M	Sell	45,061 -388	-0.9%	-$31K	0.32%	70
2024 Q2	$3.78M	Sell	45,449 -480	-1%	-$35.9K	0.35%	61
2024 Q1	$3.36M	Buy	+45,929	New	+$3.2M	0.34%	66
2023 Q4	–	Sell	-48,282	Closed	-$2.86M	–	630
2023 Q3	$2.86M	Sell	48,282 -7,663	-14%	-$469K	0.33%	68
2023 Q2	$3.41M	Sell	55,945 -1,998	-3%	-$114K	0.37%	61
2023 Q1	$3.21M	Sell	57,943 -578	-1%	-$30.6K	0.31%	72
2022 Q4	$2.97M	Sell	58,521 -551	-0.9%	-$28.7K	0.29%	83
2022 Q3	$2.96M	Buy	59,072 +4,534	+8%	+$255K	0.35%	71
2022 Q2	$2.85M	Buy	54,538 +955	+2%	+$54.8K	0.28%	91
2022 Q1	$3.55M	Buy	53,583 +3,610	+7%	+$235K	0.29%	73
2021 Q4	$3.62M	Sell	49,973 -3,548	-7%	-$248K	0.29%	74
2021 Q3	$3.43M	Buy	53,521 +2,524	+5%	+$167K	0.3%	77
2021 Q2	$3.21M	Buy	50,997 +580	+1%	+$34.8K	0.4%	55
2021 Q1	$2.84M	Buy	50,417 +33,733	+202%	+$1.89M	0.3%	84
2020 Q4	$922K	Buy	16,684 +7,619	+84%	+$400K	0.12%	204
2020 Q3	$479	Sell	9,065 -612	-6%	-$30K	0.06%	307
2020 Q2	$435K	Sell	9,677 -1,010	-9%	-$41.9K	0.07%	304
2020 Q1	$382K	Sell	10,687 -945	-8%	-$38.7K	0.08%	290
2019 Q4	$487K	Buy	+11,632	New	+$466K	0.08%	311
2019 Q3	–	Sell	-5,419	Closed	-$210K	–	256
2019 Q2	$210K	Buy	+5,419	New	+$206K	0.09%	251
2018 Q4	–	Sell	-6,371	Closed	-$244K	–	506
2018 Q3	$244K	Buy	+6,371	New	+$237K	0.03%	465

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Koshinski Asset Management's SPYG Position: Q1 2026 in Review

Koshinski Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.2% in Q1 2026, selling an estimated $250K and leaving 43,394 shares worth $4.25M. The position accounts for 0.26% of the portfolio, ranked #84.

Koshinski Asset Management first reported a position in SPYG in Q3 2018 and has held it in 27 quarters since. The position peaked at $3.95B in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Koshinski Asset Management held 43,394 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.25M as of Q1 2026.
Koshinski Asset Management sold 2,397 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $250K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Koshinski Asset Management's portfolio in Q1 2026, its #84 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 27 quarters since.
Koshinski Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.95B in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.