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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.46M	Buy	28,048 +1,353	+5%	+$115K	0.13%	154
2026 Q1	$2.04M	Buy	26,695 +622	+2%	+$49.8K	0.13%	154
2025 Q4	$2.09M	Sell	26,073 -134	-0.5%	-$10.7K	0.13%	144
2025 Q3	$2.05M	Buy	26,207 +1,133	+5%	+$85.5K	0.14%	151
2025 Q2	$1.82M	Buy	25,074 +501	+2%	+$33.7K	0.14%	148
2025 Q1	$1.62M	Buy	24,573 +638	+3%	+$44.1K	0.14%	159
2024 Q4	$1.65B	Sell	23,935 -29	-0.1%	-$2.01K	0.14%	143
2024 Q3	$1.62M	Buy	23,964 +30	+0.1%	+$1.95K	0.14%	147
2024 Q2	$1.56M	Buy	23,934 +9,983	+72%	+$615K	0.15%	141
2024 Q1	$858K	Buy	+13,951	New	+$817K	0.09%	229
2023 Q4	–	Sell	-18,126	Closed	-$911K	–	625
2023 Q3	$911K	Sell	18,126 -468	-3%	-$24.5K	0.1%	203
2023 Q2	$969K	Sell	18,594 -4,783	-20%	-$236K	0.1%	200
2023 Q1	$1.13M	Buy	23,377 +802	+4%	+$37.6K	0.11%	188
2022 Q4	$1.02M	Buy	22,575 +591	+3%	+$26.7K	0.1%	229
2022 Q3	$923K	Buy	21,984 +184	+0.8%	+$8.59K	0.11%	214
2022 Q2	$967K	Buy	21,800 +1,487	+7%	+$71.7K	0.1%	234
2022 Q1	$1.08M	Buy	20,313 +2,117	+12%	+$111K	0.09%	242
2021 Q4	$1.02M	Buy	18,196 +555	+3%	+$30K	0.08%	255
2021 Q3	$890K	Buy	17,641 +4,827	+38%	+$250K	0.08%	278
2021 Q2	$645K	Sell	12,814 -4,443	-26%	-$218K	0.08%	278
2021 Q1	$804K	Sell	17,257 -235	-1%	-$10.7K	0.09%	268
2020 Q4	$769K	Sell	17,492 -9,333	-35%	-$389K	0.1%	238
2020 Q3	$1.11K	Sell	26,825 -1,318	-5%	-$51.3K	0.15%	161
2020 Q2	$1.02M	Buy	28,143 +1,045	+4%	+$35.9K	0.17%	163
2020 Q1	$820K	Buy	27,098 +3,503	+15%	+$126K	0.17%	158
2019 Q4	$890K	Buy	+23,595	New	+$853K	0.15%	204
2019 Q1	–	Sell	-8,853	Closed	-$259K	–	455
2018 Q4	$259K	Sell	8,853 -6,183	-41%	-$195K	0.06%	329
2018 Q3	$512K	Buy	+15,036	New	+$503K	0.07%	320

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Koshinski Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.1% in Q2 2026, buying an estimated $115K and bringing the position to 28,048 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #154.

Koshinski Asset Management first reported a position in SPYM in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.65B in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Koshinski Asset Management held 28,048 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.46M as of Q2 2026.
Koshinski Asset Management bought 1,353 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $115K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Koshinski Asset Management's portfolio in Q2 2026, its #154 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 28 quarters since.
Koshinski Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.65B in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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