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 Q2	$629K	Sell	5,278 -8,454	-62%	-$915K	0.05%	77
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 62% in Q2 2026, selling an estimated $915K and leaving 5,278 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #77.

Koss-Olinger Consulting first reported a position in SLYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.45M in Q1 2021. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Koss-Olinger Consulting held 5,278 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $629K as of Q2 2026.
Koss-Olinger Consulting sold 8,454 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $915K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #77 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 21 quarters since.
Koss-Olinger Consulting's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.45M in Q1 2021.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

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