CFCI
Comprehensive Financial Consultants Institutional’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
5,947
+1,276
| +27% | +$788K | 1.21% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
4,671
+3,302
| +241% | +$1.85M | 0.93% | 40 |
|
|
2024
Q4 | $802K | Sell |
1,369
-337
| -20% | -$198K | 0.29% | 101 |
|
|
2024
Q3 | $979K | Sell |
1,706
-1
| -0.1% | -$574 | 0.36% | 93 |
|
|
2024
Q2 | $929K | Buy |
1,707
+5
| +0.3% | +$2.72K | 0.36% | 89 |
|
|
2024
Q1 | $890K | Buy |
1,702
+82
| +5% | +$42.9K | 0.37% | 88 |
|
|
2023
Q4 | $770K | Sell |
1,620
-24
| -1% | -$11.4K | 0.36% | 94 |
|
|
2023
Q3 | $703K | Sell |
1,644
-127
| -7% | -$54.3K | 0.37% | 90 |
|
|
2023
Q2 | $798K | Sell |
1,771
-315
| -15% | -$142K | 0.42% | 86 |
|
|
2023
Q1 | $854K | Hold |
2,086
| – | – | 0.48% | 83 |
|
|
2022
Q4 | $828K | Buy |
2,086
+360
| +21% | +$143K | 0.5% | 81 |
|
|
2022
Q3 | $633K | Buy |
1,726
+6
| +0.3% | +$2.2K | 0.42% | 89 |
|
|
2022
Q2 | $655K | Hold |
1,720
| – | – | 0.47% | 82 |
|
|
2022
Q1 | $708K | Sell |
1,720
-75
| -4% | -$30.9K | 0.49% | 77 |
|
|
2021
Q4 | $785K | Buy |
+1,795
| New | +$785K | 0.5% | 73 |
|