Comprehensive Financial Consultants Institutional’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.27M | Buy |
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|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $979K | Sell |
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|
2024
Q2 | $929K | Buy |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $854K | Hold |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $655K | Hold |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $785K | Buy |
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