First Command Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

First Command Advisory Services’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 Q1	$1.52M	Sell	2,344 -40	-2%	-$27.2K	0.01%	70
2025 Q4	$1.63M	Sell	2,384 -32	-1%	-$21.6K	0.01%	66
2025 Q3	$1.61M	Buy	2,416 +140	+6%	+$89.7K	0.01%	65
2025 Q2	$1.41M	Buy	2,276 +36	+2%	+$20.6K	0.01%	64
2025 Q1	$1.25M	Buy	2,240 +360	+19%	+$212K	0.01%	66
2024 Q4	$1.1M	Sell	1,880 -12	-0.6%	-$7.07K	0.01%	69
2024 Q3	$1.09M	Sell	1,892 -555	-23%	-$307K	0.01%	73
2024 Q2	$1.33M	Sell	2,447 -57	-2%	-$29.8K	0.01%	55
2024 Q1	$1.3M	Buy	2,504 +47	+2%	+$23.4K	0.01%	55
2023 Q4	$1.17M	Buy	2,457 +97	+4%	+$43.2K	0.01%	50
2023 Q3	$1.01M	Buy	2,360 +2,334	+8,977%	+$1.04M	0.01%	54
2023 Q2	$11.5K	Buy	26 +3	+13%	+$1.26K	﹤0.01%	16
2023 Q1	$9.42K	Buy	+23	New	+$9.18K	﹤0.01%	29
2022 Q4	–	Sell	-28	Closed	-$10K	–	200
2022 Q3	$10K	Buy	+28	New	+$11.1K	﹤0.01%	16
2022 Q2	–	Sell	-113	Closed	–	–	135
2022 Q1	$0	Buy	+113	New	+$50.3K	﹤0.01%	112
2021 Q3	–	Sell	-120	Closed	–	–	179
2021 Q2	$0	Buy	+120	New	+$50.1K	﹤0.01%	73
2020 Q1	–	Sell	-5	Closed	-$2K	–	21
2019 Q4	$2K	Sell	5 -23	-82%	-$7.08K	﹤0.01%	14
2019 Q3	$1K	Buy	28 +16	+133%	+$4.73K	﹤0.01%	18
2019 Q2	$4K	Buy	+12	New	+$3.46K	﹤0.01%	12
2018 Q2	–	Sell	-79	Closed	-$5K	–	40
2018 Q1	$5K	Sell	79 -140	-64%	-$38.2K	﹤0.01%	14
2017 Q4	$1K	Buy	+219	New	+$57K	﹤0.01%	38

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Command Advisory Services's SPY Position: Q1 2026 in Review

First Command Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q1 2026, selling an estimated $27.2K and leaving 2,344 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #70.

First Command Advisory Services first reported a position in SPY in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.63M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

First Command Advisory Services held 2,344 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q1 2026.
First Command Advisory Services sold 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #70 holding.
First Command Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 21 quarters since.
First Command Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.63M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.