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Koss-Olinger Consulting’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Koss-Olinger Consulting’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Sell
13,732
-4,977
-27% -$493K 0.11% 73
2025
Q4 		$1.76M Sell
18,709
-2,834
-13% -$268K 0.14% 60
2025
Q3 		$1.91M Buy
21,543
+96
+0.4% +$8.83K 0.16% 79
2025
Q2 		$1.9M Sell
21,447
-4,137
-16% -$346K 0.16% 80
2025
Q1 		$2.12M Sell
25,584
-321
-1% -$28.7K 0.18% 65
2024
Q4 		$2.34M Sell
25,905
-293
-1% -$27.7K 0.21% 57
2024
Q3 		$2.44M Sell
26,198
-864
-3% -$77.8K 0.21% 61
2024
Q2 		$2.32M Buy
+27,062
New +$2.31M 0.21% 61
2024
Q1 		– Sell
-28,751
Closed -$2.4M – 262
2023
Q4 		$2.4M Sell
28,751
-1,323
-4% -$99.3K 0.24% 45
2023
Q3 		$2.2M Sell
30,074
-305
-1% -$23.5K 0.33% 40
2023
Q2 		$2.34M Sell
30,379
-373
-1% -$27.3K 0.27% 37
2023
Q1 		$2.27M Sell
30,752
-1,097
-3% -$82.8K 0.28% 37
2022
Q4 		$2.3M Sell
31,849
-830
-3% -$61.1K 0.33% 31
2022
Q3 		$2.23M Sell
32,679
-159
-0.5% -$11.9K 0.38% 22
2022
Q2 		$2.31M Sell
32,838
-486
-1% -$36.9K 0.42% 20
2022
Q1 		$2.79M Sell
33,324
-5,753
-15% -$485K 0.45% 19
2021
Q4 		$3.63M Sell
39,077
-5,343
-12% -$487K 0.56% 21
2021
Q3 		$3.87M Sell
44,420
-1,365
-3% -$120K 0.63% 19
2021
Q2 		$4.06M Sell
45,785
-6,021
-12% -$525K 0.6% 21
2021
Q1 		$4.45M Buy
+51,806
New +$4.41M 0.76% 18

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 27% in Q1 2026, selling an estimated $493K and leaving 13,732 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #73.

Koss-Olinger Consulting first reported a position in SLYG in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.45M in Q1 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Koss-Olinger Consulting held 13,732 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.33M as of Q1 2026.
  • Koss-Olinger Consulting sold 4,977 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $493K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of Koss-Olinger Consulting's portfolio in Q1 2026, its #73 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.45M in Q1 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

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