KOC
MDYV icon

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

Koss-Olinger Consulting’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
12,812
-18,855
-60% -$1.72M 0.09% 48
2026
Q1 		$2.7M Sell
31,667
-19,313
-38% -$1.7M 0.23% 42
2025
Q4 		$4.32M Sell
50,980
-5,997
-11% -$502K 0.33% 33
2025
Q3 		$4.53M Buy
56,977
+8
+0% +$659 0.37% 35
2025
Q2 		$4.53M Sell
56,969
-8,323
-13% -$630K 0.37% 35
2025
Q1 		$5.03M Sell
65,292
-910
-1% -$73.3K 0.42% 32
2024
Q4 		$5.31M Sell
66,202
-482
-0.7% -$39.6K 0.47% 35
2024
Q3 		$5.3M Sell
66,684
-501
-0.7% -$38.3K 0.46% 31
2024
Q2 		$4.9M Buy
+67,185
New +$4.93M 0.45% 29
2024
Q1 		– Sell
-69,727
Closed -$5.12M – 206
2023
Q4 		$5.12M Sell
69,727
-1,848
-3% -$122K 0.5% 28
2023
Q3 		$4.64M Sell
71,575
-1,822
-2% -$125K 0.68% 24
2023
Q2 		$5.05M Sell
73,397
-1,194
-2% -$78K 0.59% 23
2023
Q1 		$4.93M Sell
74,591
-2,309
-3% -$159K 0.61% 23
2022
Q4 		$4.98M Sell
76,900
-1,550
-2% -$99.5K 0.72% 21
2022
Q3 		$4.54M Buy
78,450
+989
+1% +$63.1K 0.77% 16
2022
Q2 		$4.69M Sell
77,461
-4,135
-5% -$271K 0.85% 13
2022
Q1 		$5.74M Sell
81,596
-2,408
-3% -$167K 0.92% 14
2021
Q4 		$5.97M Sell
84,004
-8,046
-9% -$563K 0.92% 14
2021
Q3 		$6.1M Sell
92,050
-5,396
-6% -$363K 0.99% 15
2021
Q2 		$6.58M Sell
97,446
-13,888
-12% -$953K 0.98% 16
2021
Q1 		$7.29M Buy
+111,334
New +$6.83M 1.24% 16

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 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
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 60% in Q2 2026, selling an estimated $1.72M and leaving 12,812 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #48.

Koss-Olinger Consulting first reported a position in MDYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.29M in Q1 2021. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Koss-Olinger Consulting held 12,812 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.22M as of Q2 2026.
  • Koss-Olinger Consulting sold 18,855 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.72M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Koss-Olinger Consulting's portfolio in Q2 2026, its #48 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.29M in Q1 2021.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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