First Command Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

First Command Advisory Services’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	$47.5K	Buy	781 +85	+12%	+$5.09K	﹤0.01%	454
2026 Q1	$39.4K	Buy	+696	New	+$40.4K	﹤0.01%	384
2024 Q4	–	Sell	-421,095	Closed	-$22.3M	–	474
2024 Q3	$22.3M	Sell	421,095 -39,535	-9%	-$2.01M	0.21%	21
2024 Q2	$22.5M	Sell	460,630 -19,250	-4%	-$941K	0.23%	17
2024 Q1	$24.1M	Sell	479,880 -37,724	-7%	-$1.8M	0.25%	17
2023 Q4	$24.2M	Buy	517,604 +15,759	+3%	+$680K	0.28%	17
2023 Q3	$20.8M	Sell	501,845 -6,591	-1%	-$285K	0.27%	17
2023 Q2	$22M	Buy	+508,436	New	+$21M	0.35%	7
2022 Q3	–	Sell	-10	Closed	–	–	140
2022 Q2	$0	Buy	+10	New	+$396	﹤0.01%	136

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

First Command Advisory Services's SPYV Position: Q2 2026 in Review

First Command Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, buying an estimated $5.09K and bringing the position to 781 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

First Command Advisory Services first reported a position in SPYV in Q2 2022 and has held it in 9 quarters since. The position peaked at $24.2M in Q4 2023. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

First Command Advisory Services held 781 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $47.5K as of Q2 2026.
First Command Advisory Services bought 85 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.09K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #454 holding.
First Command Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 9 quarters since.
First Command Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.2M in Q4 2023.
1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.