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

Koss-Olinger Consulting’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63M Buy
1,063,343
+178,947
+20% +$10.9M 5.28% 5
2025
Q4 		$51.2M Buy
884,396
+17,070
+2% +$981K 3.97% 6
2025
Q3 		$47.2M Sell
867,326
-7,339
-0.8% -$413K 3.9% 4
2025
Q2 		$47.6M Buy
874,665
+6,854
+0.8% +$353K 3.9% 4
2025
Q1 		$44.4M Buy
867,811
+28,952
+3% +$1.58M 3.74% 6
2024
Q4 		$45.9M Buy
838,859
+34,067
+4% +$1.92M 4.02% 6
2024
Q3 		$44M Buy
804,792
+19,823
+3% +$1.05M 3.82% 5
2024
Q2 		$40.3M Buy
+784,969
New +$40.5M 3.72% 7
2024
Q1 		– Sell
-707,358
Closed -$34.5M – 266
2023
Q4 		$34.5M Buy
707,358
+19,159
+3% +$854K 3.38% 9
2023
Q3 		$30.1M Buy
688,199
+20,031
+3% +$921K 4.45% 7
2023
Q2 		$30.7M Buy
668,168
+34,246
+5% +$1.5M 3.56% 8
2023
Q1 		$27.9M Buy
633,922
+68,087
+12% +$3.05M 3.47% 8
2022
Q4 		$24M Sell
565,835
-337,356
-37% -$14.3M 3.46% 7
2022
Q3 		$34.8M Buy
903,191
+377,461
+72% +$16M 5.92% 5
2022
Q2 		$20.9M Buy
525,730
+18,721
+4% +$812K 3.81% 7
2022
Q1 		$23.9M Buy
507,009
+8,047
+2% +$376K 3.85% 8
2021
Q4 		$24.8M Buy
498,962
+3,750
+0.8% +$183K 3.83% 8
2021
Q3 		$22.9M Sell
495,212
-3,115
-0.6% -$147K 3.72% 8
2021
Q2 		$23.5M Buy
498,327
+209,938
+73% +$9.96M 3.49% 8
2021
Q1 		$13.2M Buy
+288,389
New +$12.7M 2.25% 9

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Koss-Olinger Consulting increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 20% in Q1 2026, buying an estimated $10.9M and bringing the position to 1,063,343 shares worth $63M. The position accounts for 5.28% of the portfolio, ranked #5.

Koss-Olinger Consulting first reported a position in SPMD in Q1 2021 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Koss-Olinger Consulting held 1,063,343 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $63M as of Q1 2026.
  • Koss-Olinger Consulting bought 178,947 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $10.9M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.28% of Koss-Olinger Consulting's portfolio in Q1 2026, its #5 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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