Koss-Olinger Consulting’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Koss-Olinger Consulting’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Sell	4,299 -297	-6%	-$202K	0.23%	40
2025 Q4	$3.13M	Sell	4,596 -1,982	-30%	-$1.34M	0.24%	39
2025 Q3	$4.06M	Sell	6,578 -50	-0.8%	-$32.1K	0.34%	43
2025 Q2	$4.1M	Buy	6,628 +1,273	+24%	+$728K	0.34%	41
2025 Q1	$3M	Buy	+5,355	New	+$3.15M	0.25%	44
2024 Q4	–	Sell	-4,866	Closed	-$2.79M	–	272
2024 Q3	$2.79M	Buy	4,866 +40	+0.8%	+$22.1K	0.24%	49
2024 Q2	$2.63M	Buy	4,826 +1,768	+58%	+$925K	0.24%	49
2024 Q1	$1.6M	Sell	3,058 -1,693	-36%	-$843K	0.87%	29
2023 Q4	$2.26M	Buy	4,751 +277	+6%	+$123K	0.22%	48
2023 Q3	$1.91M	Hold	4,474	–	–	0.28%	44
2023 Q2	$1.98M	Buy	4,474 +25	+0.6%	+$10.5K	0.23%	47
2023 Q1	$1.82M	Hold	4,449	–	–	0.23%	48
2022 Q4	$1.7M	Hold	4,449	–	–	0.24%	41
2022 Q3	$1.59M	Sell	4,449 -100	-2%	-$39.7K	0.27%	30
2022 Q2	$1.72M	Sell	4,549 -50	-1%	-$20.5K	0.31%	27
2022 Q1	$2.08M	Buy	4,599 +2,990	+186%	+$1.33M	0.33%	26
2021 Q4	$764K	Buy	+1,609	New	+$739K	0.12%	70
2021 Q2	–	Sell	-1,331	Closed	-$528K	–	258
2021 Q1	$528K	Buy	+1,331	New	+$513K	0.09%	123

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q1 2026, selling an estimated $202K and leaving 4,299 shares worth $2.8M. The position accounts for 0.23% of the portfolio, ranked #40.

Koss-Olinger Consulting first reported a position in SPY in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q2 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Koss-Olinger Consulting held 4,299 shares of State Street SPDR S&P 500 ETF Trust worth $2.8M as of Q1 2026.
Koss-Olinger Consulting sold 297 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $202K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Koss-Olinger Consulting's portfolio in Q1 2026, its #40 holding.
Koss-Olinger Consulting first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 18 quarters since.
Koss-Olinger Consulting's State Street SPDR S&P 500 ETF Trust position peaked at $4.1M in Q2 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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