Koss-Olinger Consulting’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Koss-Olinger Consulting’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474K	Sell	674 -798	-54%	-$534K	0.04%	93
2026 Q1	$908K	Sell	1,472 -326	-18%	-$207K	0.08%	104
2025 Q4	$1.08M	Sell	1,798 -112	-6%	-$67K	0.08%	88
2025 Q3	$1.08M	Hold	1,910	–	–	0.09%	118
2025 Q2	$1.08M	Hold	1,910	–	–	0.09%	118
2025 Q1	$1.02M	Buy	+1,910	New	+$1.08M	0.09%	117
2024 Q4	–	Sell	-1,110	Closed	-$632K	–	251
2024 Q3	$632K	Buy	1,110 +70	+7%	+$38.6K	0.05%	129
2024 Q2	$556K	Buy	1,040 +250	+32%	+$134K	0.05%	134
2024 Q1	$440K	Sell	790 -250	-24%	-$130K	0.24%	38
2023 Q4	$528K	Hold	1,040	–	–	0.05%	144
2023 Q3	$475K	Hold	1,040	–	–	0.07%	132
2023 Q2	$498K	Hold	1,040	–	–	0.06%	135
2023 Q1	$477K	Hold	1,040	–	–	0.06%	132
2022 Q4	$461K	Sell	1,040 -39	-4%	-$17.2K	0.07%	125
2022 Q3	$433K	Hold	1,079	–	–	0.07%	106
2022 Q2	$446K	Hold	1,079	–	–	0.08%	92
2022 Q1	$529K	Buy	1,079 +407	+61%	+$198K	0.09%	96
2021 Q4	$348K	Buy	+672	New	+$342K	0.05%	143

Other funds holding MDY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koss-Olinger Consulting's MDY Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 54% in Q2 2026, selling an estimated $534K and leaving 674 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #93.

Koss-Olinger Consulting first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Koss-Olinger Consulting held 674 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $474K as of Q2 2026.
Koss-Olinger Consulting sold 798 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $534K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #93 holding.
Koss-Olinger Consulting first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Koss-Olinger Consulting's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.08M in Q4 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.