Comprehensive Financial Consultants Institutional’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Comprehensive Financial Consultants Institutional’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	$539K	Sell	4,527 -113	-2%	-$12.2K	0.14%	134
2026 Q1	$448K	Sell	4,640 -1,874	-29%	-$186K	0.13%	139
2025 Q4	$614K	Sell	6,514 -150	-2%	-$14.2K	0.19%	122
2025 Q3	$628K	Sell	6,664 -2,665	-29%	-$245K	0.19%	121
2025 Q2	$828K	Sell	9,329 -1,147	-11%	-$95.9K	0.27%	106
2025 Q1	$870K	Buy	10,476 +492	+5%	+$43.9K	0.31%	97
2024 Q4	$902K	Buy	9,984 +3,370	+51%	+$319K	0.33%	96
2024 Q3	$616K	Hold	6,614	–	–	0.22%	110
2024 Q2	$568K	Buy	6,614 +303	+5%	+$25.9K	0.22%	113
2024 Q1	$551K	Buy	6,311 +2,480	+65%	+$207K	0.23%	115
2023 Q4	$320K	Buy	+3,831	New	+$287K	0.15%	134
2022 Q1	–	Sell	-1,081	Closed	-$90K	–	440
2021 Q4	$90K	Buy	+1,081	New	+$98.6K	0.06%	192

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SLYG Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.4% in Q2 2026, selling an estimated $12.2K and leaving 4,527 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #134.

Comprehensive Financial Consultants Institutional first reported a position in SLYG in Q4 2021 and has held it in 12 quarters since. The position peaked at $902K in Q4 2024. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Comprehensive Financial Consultants Institutional held 4,527 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $539K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 113 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.14% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #134 holding.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Comprehensive Financial Consultants Institutional's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $902K in Q4 2024.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.