CFCI
SLYV icon

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

Comprehensive Financial Consultants Institutional’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Sell
4,928
-229
-4% -$23.6K 0.14% 135
2026
Q1 		$488K Sell
5,157
-1,311
-20% -$127K 0.14% 133
2025
Q4 		$588K Sell
6,468
-629
-9% -$56.5K 0.18% 123
2025
Q3 		$629K Sell
7,097
-3,202
-31% -$273K 0.19% 120
2025
Q2 		$821K Sell
10,299
-1,210
-11% -$91.8K 0.27% 107
2025
Q1 		$902K Buy
11,509
+264
+2% +$22.4K 0.32% 96
2024
Q4 		$981K Buy
11,245
+3,751
+50% +$335K 0.36% 91
2024
Q3 		$651K Sell
7,494
-36
-0.5% -$3.01K 0.24% 109
2024
Q2 		$590K Buy
7,530
+326
+5% +$25.9K 0.23% 108
2024
Q1 		$598K Buy
7,204
+2,364
+49% +$190K 0.25% 110
2023
Q4 		$403K Buy
4,840
+1,200
+33% +$88.7K 0.19% 116
2023
Q3 		$263K Hold
3,640
– – 0.14% 133
2023
Q2 		$288K Sell
3,640
-116
-3% -$8.63K 0.15% 132
2023
Q1 		$286K Buy
3,756
+50
+1% +$3.97K 0.16% 132
2022
Q4 		$297K Buy
3,706
+500
+16% +$37.5K 0.18% 127
2022
Q3 		$228K Sell
3,206
-490
-13% -$36.9K 0.15% 143
2022
Q2 		$265K Hold
3,696
– – 0.19% 130
2022
Q1 		$288K Buy
3,696
+1,200
+48% +$99.4K 0.2% 129
2021
Q4 		$206K Buy
+2,496
New +$213K 0.13% 149

Other funds holding SLYV

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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.4% in Q2 2026, selling an estimated $23.6K and leaving 4,928 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #135.

Comprehensive Financial Consultants Institutional first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $981K in Q4 2024. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,928 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $538K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 229 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $23.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.14% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #135 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $981K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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