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 $4.3 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

6,403

Previous 5,947 7.67%

Holding current value

$4.3 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

5,211

Shares Held

631M

Call Options Held

379M

Put Options Held

723M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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