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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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. 143 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.
143 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.