CFCI
Comprehensive Financial Consultants Institutional’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
10,299
-1,210
| -11% | -$96.5K | 0.27% | 107 |
|
|
2025
Q1 | $902K | Buy |
11,509
+264
| +2% | +$20.7K | 0.32% | 96 |
|
|
2024
Q4 | $981K | Buy |
11,245
+3,751
| +50% | +$327K | 0.36% | 91 |
|
|
2024
Q3 | $651K | Sell |
7,494
-36
| -0.5% | -$3.13K | 0.24% | 109 |
|
|
2024
Q2 | $590K | Buy |
7,530
+326
| +5% | +$25.5K | 0.23% | 108 |
|
|
2024
Q1 | $598K | Buy |
7,204
+2,364
| +49% | +$196K | 0.25% | 110 |
|
|
2023
Q4 | $403K | Buy |
4,840
+1,200
| +33% | +$100K | 0.19% | 116 |
|
|
2023
Q3 | $263K | Hold |
3,640
| – | – | 0.14% | 133 |
|
|
2023
Q2 | $288K | Sell |
3,640
-116
| -3% | -$9.17K | 0.15% | 132 |
|
|
2023
Q1 | $286K | Buy |
3,756
+50
| +1% | +$3.81K | 0.16% | 132 |
|
|
2022
Q4 | $297K | Buy |
3,706
+500
| +16% | +$40K | 0.18% | 125 |
|
|
2022
Q3 | $228K | Sell |
3,206
-490
| -13% | -$34.8K | 0.15% | 143 |
|
|
2022
Q2 | $265K | Hold |
3,696
| – | – | 0.19% | 130 |
|
|
2022
Q1 | $288K | Buy |
3,696
+1,200
| +48% | +$93.5K | 0.2% | 129 |
|
|
2021
Q4 | $206K | Buy |
+2,496
| New | +$206K | 0.13% | 149 |
|