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 Q2	$3.86M	Buy	5,165 +866	+20%	+$628K	0.3%	23
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Koss-Olinger Consulting increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, buying an estimated $628K and bringing the position to 5,165 shares worth $3.86M. The position accounts for 0.3% of the portfolio, ranked #23.

Koss-Olinger Consulting first reported a position in SPY in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Koss-Olinger Consulting held 5,165 shares of State Street SPDR S&P 500 ETF Trust worth $3.86M as of Q2 2026.
Koss-Olinger Consulting bought 866 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $628K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Koss-Olinger Consulting's portfolio in Q2 2026, its #23 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 19 quarters since.
Koss-Olinger Consulting's State Street SPDR S&P 500 ETF Trust position peaked at $4.1M in Q2 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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