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 Q2	$476K	Sell	3,131 -3,560	-53%	-$530K	0.04%	92
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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 53% in Q2 2026, selling an estimated $530K and leaving 3,131 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #92.

Koss-Olinger Consulting first reported a position in SDY in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Koss-Olinger Consulting held 3,131 shares of State Street SPDR S&P Dividend ETF worth $476K as of Q2 2026.
Koss-Olinger Consulting sold 3,560 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $530K.
State Street SPDR S&P Dividend ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #92 holding.
Koss-Olinger Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 20 quarters since.
Koss-Olinger Consulting's State Street SPDR S&P Dividend ETF position peaked at $1.54M in Q4 2021.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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