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Koss-Olinger Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Koss-Olinger Consulting’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$976K Sell
6,691
-1,811
-21% -$270K 0.08% 96
2025
Q4 		$1.18M Sell
8,502
-102
-1% -$14.2K 0.09% 80
2025
Q3 		$1.17M Buy
8,604
+360
+4% +$50.2K 0.1% 110
2025
Q2 		$1.12M Sell
8,244
-1,538
-16% -$204K 0.09% 116
2025
Q1 		$1.33M Buy
+9,782
New +$1.32M 0.11% 99
2024
Q4 		– Sell
-9,039
Closed -$1.28M – 269
2024
Q3 		$1.28M Sell
9,039
-106
-1% -$14.3K 0.11% 96
2024
Q2 		$1.16M Buy
+9,145
New +$1.18M 0.11% 94
2024
Q1 		– Sell
-9,946
Closed -$1.24M – 259
2023
Q4 		$1.24M Sell
9,946
-8
-0.1% -$939 0.12% 90
2023
Q3 		$1.15M Sell
9,954
-2
-0% -$244 0.17% 77
2023
Q2 		$1.22M Buy
9,956
+3
+0% +$366 0.14% 76
2023
Q1 		$1.23M Buy
9,953
+2
+0% +$252 0.15% 77
2022
Q4 		$1.25M Buy
9,951
+3
+0% +$371 0.18% 69
2022
Q3 		$1.11M Sell
9,948
-172
-2% -$21.2K 0.19% 43
2022
Q2 		$1.2M Buy
10,120
+9
+0.1% +$1.12K 0.22% 41
2022
Q1 		$1.29M Sell
10,111
-1,791
-15% -$226K 0.21% 43
2021
Q4 		$1.54M Sell
11,902
-50
-0.4% -$6.22K 0.24% 32
2021
Q3 		$1.41M Sell
11,952
-73
-0.6% -$8.94K 0.23% 37
2021
Q2 		$1.47M Sell
12,025
-114
-0.9% -$14.1K 0.22% 49
2021
Q1 		$1.43M Buy
+12,139
New +$1.36M 0.24% 44

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koss-Olinger Consulting's SDY Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 21% in Q1 2026, selling an estimated $270K and leaving 6,691 shares worth $976K. The position accounts for 0.08% of the portfolio, ranked #96.

Koss-Olinger Consulting first reported a position in SDY in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Koss-Olinger Consulting held 6,691 shares of State Street SPDR S&P Dividend ETF worth $976K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,811 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $270K.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Koss-Olinger Consulting's portfolio in Q1 2026, its #96 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's State Street SPDR S&P Dividend ETF position peaked at $1.54M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.