Comprehensive Financial Consultants Institutional, Inc. Spdr S&P 500 ETF Trust Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 6,403 shares of SPY stock, worth $4.23 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

6,403

Previous 5,947 7.67%

Holding current value

$4.23 Million

Previous $3.67 Million 16.09%

% of portfolio

1.47%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$617.65 - $666.84 $281,648 - $304,079	456 Added 7.67%	6,403 $4.27 Million
Q2 2025 Jul 22, 2025	BUY	$496.48 - $617.85 $633,508 - $788,376	1,276 Added 27.32%	5,947 $3.67 Million
Q1 2025 May 15, 2025	BUY	$551.42 - $612.93 $1.82 Million - $2.02 Million	3,302 Added 241.2%	4,671 $2.61 Million
Q4 2024 Jan 24, 2025	SELL	$567.81 - $607.81 $191,351 - $204,831	-337 Reduced 19.75%	1,369 $802,000
Q3 2024 Oct 31, 2024	SELL	$517.38 - $573.86 $517 - $573	-1 Reduced 0.06%	1,706 $979,000
Q2 2024 Jul 17, 2024	BUY	$495.16 - $548.49 $2,475 - $2,742	5 Added 0.29%	1,707 $928,000
Q1 2024 May 02, 2024	BUY	$467.28 - $523.17 $38,316 - $42,899	82 Added 5.06%	1,702 $890,000
Q4 2023 Jan 24, 2024	SELL	$410.68 - $476.69 $9,856 - $11,440	-24 Reduced 1.46%	1,620 $770,000
Q3 2023 Nov 13, 2023	SELL	$425.88 - $457.79 $54,086 - $58,139	-127 Reduced 7.17%	1,644 $702,000
Q2 2023 Jul 24, 2023	SELL	$404.36 - $443.28 $127,373 - $139,633	-315 Reduced 15.1%	1,771 $785,000
Q4 2022 Jan 30, 2023	BUY	$357.63 - $407.42 $128,746 - $146,671	360 Added 20.86%	2,086 $797,000
Q3 2022 Nov 14, 2022	BUY	$357.18 - $429.7 $2,143 - $2,578	6 Added 0.35%	1,726 $633,000
Q1 2022 May 11, 2022	SELL	$416.25 - $477.71 $31,218 - $35,828	-75 Reduced 4.18%	1,720 $708,000
Q4 2021 Mar 10, 2022	BUY	$428.64 - $477.48 $769,408 - $857,076	1,795 New	1,795 $785,000

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account

Comprehensive Financial Consultants Institutional, Inc. Spdr S&P 500 ETF Trust Transaction History