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Koss-Olinger Consulting’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Koss-Olinger Consulting’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Sell
5,609
-40
-0.7% -$4.57K 0.05% 74
2026
Q1 		$553K Sell
5,649
-7,117
-56% -$741K 0.05% 150
2025
Q4 		$1.36M Sell
12,766
-6,299
-33% -$668K 0.11% 76
2025
Q3 		$1.82M Hold
19,065
– – 0.15% 83
2025
Q2 		$1.82M Buy
19,065
+11,807
+163% +$1.01M 0.15% 84
2025
Q1 		$583K Buy
+7,258
New +$634K 0.05% 171
2024
Q4 		– Sell
-7,086
Closed -$588K – 273
2024
Q3 		$588K Hold
7,086
– – 0.05% 136
2024
Q2 		$568K Buy
+7,086
New +$529K 0.05% 132
2024
Q1 		– Sell
-7,602
Closed -$495K – 270
2023
Q4 		$495K Buy
7,602
+2
+0% +$123 0.05% 155
2023
Q3 		$451K Hold
7,600
– – 0.07% 136
2023
Q2 		$464K Sell
7,600
-397
-5% -$22.7K 0.05% 143
2023
Q1 		$443K Hold
7,997
– – 0.06% 142
2022
Q4 		$405K Sell
7,997
-814
-9% -$42.4K 0.06% 135
2022
Q3 		$441K Buy
8,811
+966
+12% +$54.4K 0.08% 105
2022
Q2 		$410K Hold
7,845
– – 0.07% 99
2022
Q1 		$519K Sell
7,845
-55,144
-88% -$3.59M 0.08% 99
2021
Q4 		$4.57M Buy
62,989
+56,323
+845% +$3.93M 0.7% 19
2021
Q3 		$427K Buy
6,666
+126
+2% +$8.32K 0.07% 130
2021
Q2 		$412K Buy
+6,540
New +$392K 0.06% 157

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.71% in Q2 2026, selling an estimated $4.57K and leaving 5,609 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #74.

Koss-Olinger Consulting first reported a position in SPYG in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.57M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Koss-Olinger Consulting held 5,609 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $667K as of Q2 2026.
  • Koss-Olinger Consulting sold 40 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.57K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #74 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.57M in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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