Comprehensive Financial Consultants Institutional’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.9M	Buy	6,564 +29	+0.4%	+$21K	1.3%	19
2026 Q1	$4.25M	Sell	6,535 -137	-2%	-$93.1K	1.26%	22
2025 Q4	$4.55M	Buy	6,672 +269	+4%	+$182K	1.37%	19
2025 Q3	$4.27M	Buy	6,403 +456	+8%	+$292K	1.32%	22
2025 Q2	$3.67M	Buy	5,947 +1,276	+27%	+$729K	1.21%	25
2025 Q1	$2.61M	Buy	4,671 +3,302	+241%	+$1.94M	0.93%	40
2024 Q4	$802K	Sell	1,369 -337	-20%	-$199K	0.29%	101
2024 Q3	$979K	Sell	1,706 -1	-0.1%	-$553	0.36%	93
2024 Q2	$929K	Buy	1,707 +5	+0.3%	+$2.62K	0.36%	89
2024 Q1	$890K	Buy	1,702 +82	+5%	+$40.8K	0.37%	88
2023 Q4	$770K	Sell	1,620 -24	-1%	-$10.7K	0.36%	94
2023 Q3	$703K	Sell	1,644 -127	-7%	-$56.5K	0.37%	90
2023 Q2	$798K	Sell	1,771 -315	-15%	-$132K	0.42%	86
2023 Q1	$854K	Hold	2,086	–	–	0.48%	83
2022 Q4	$828K	Buy	2,086 +360	+21%	+$138K	0.5%	81
2022 Q3	$633K	Buy	1,726 +6	+0.3%	+$2.38K	0.42%	89
2022 Q2	$655K	Hold	1,720	–	–	0.47%	82
2022 Q1	$708K	Sell	1,720 -75	-4%	-$33.4K	0.49%	77
2021 Q4	$785K	Buy	+1,795	New	+$824K	0.5%	73

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.44% in Q2 2026, buying an estimated $21K and bringing the position to 6,564 shares worth $4.9M. The position accounts for 1.3% of the portfolio, ranked #19.

Comprehensive Financial Consultants Institutional first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Comprehensive Financial Consultants Institutional held 6,564 shares of State Street SPDR S&P 500 ETF Trust worth $4.9M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up 1.3% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #19 holding.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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