Comprehensive Financial Consultants Institutional’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Sell	27,121 -1,241	-4%	-$74.3K	0.44%	75
2026 Q1	$1.6M	Buy	+28,362	New	+$1.65M	0.48%	75
2022 Q1	–	Sell	-236	Closed	-$9K	–	454
2021 Q4	$9K	Buy	+236	New	+$9.63K	0.01%	349

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.4% in Q2 2026, selling an estimated $74.3K and leaving 27,121 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #75.

Comprehensive Financial Consultants Institutional first reported a position in SPYV in Q4 2021 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Comprehensive Financial Consultants Institutional held 27,121 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.65M as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 1,241 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $74.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.44% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #75 holding.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 3 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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