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Koss-Olinger Consulting’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Koss-Olinger Consulting’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
14,211
-16,714
-54% -$1.77M 0.12% 41
2026
Q1 		$2.97M Sell
30,925
-12,715
-29% -$1.25M 0.25% 38
2025
Q4 		$4.03M Sell
43,640
-3,232
-7% -$297K 0.31% 36
2025
Q3 		$4.07M Buy
46,872
+164
+0.4% +$14.7K 0.34% 42
2025
Q2 		$4.06M Sell
46,708
-8,303
-15% -$679K 0.33% 43
2025
Q1 		$4.37M Sell
55,011
-267
-0.5% -$23K 0.37% 35
2024
Q4 		$4.8M Sell
55,278
-149
-0.3% -$13.4K 0.42% 36
2024
Q3 		$4.86M Sell
55,427
-1,033
-2% -$88.2K 0.42% 32
2024
Q2 		$4.75M Buy
+56,460
New +$4.77M 0.44% 30
2024
Q1 		– Sell
-59,350
Closed -$4.49M – 205
2023
Q4 		$4.49M Sell
59,350
-863
-1% -$60.5K 0.44% 32
2023
Q3 		$4.16M Sell
60,213
-1,031
-2% -$74.3K 0.61% 26
2023
Q2 		$4.39M Sell
61,244
-648
-1% -$44.3K 0.51% 24
2023
Q1 		$4.24M Sell
61,892
-1,619
-3% -$111K 0.53% 25
2022
Q4 		$4.15M Sell
63,511
-888
-1% -$58.4K 0.6% 24
2022
Q3 		$3.89M Buy
64,399
+1,217
+2% +$80.3K 0.66% 17
2022
Q2 		$3.85M Sell
63,182
-3,559
-5% -$239K 0.7% 15
2022
Q1 		$4.95M Sell
66,741
-6,309
-9% -$467K 0.8% 16
2021
Q4 		$5.96M Buy
73,050
+791
+1% +$63.4K 0.92% 15
2021
Q3 		$5.47M Sell
72,259
-1,111
-2% -$86.4K 0.89% 16
2021
Q2 		$5.69M Sell
73,370
-3,102
-4% -$239K 0.84% 17
2021
Q1 		$5.74M Buy
+76,472
New +$5.65M 0.98% 17

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 54% in Q2 2026, selling an estimated $1.77M and leaving 14,211 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #41.

Koss-Olinger Consulting first reported a position in MDYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.96M in Q4 2021. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

  • Koss-Olinger Consulting held 14,211 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.59M as of Q2 2026.
  • Koss-Olinger Consulting sold 16,714 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $1.77M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.12% of Koss-Olinger Consulting's portfolio in Q2 2026, its #41 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.96M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

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