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 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 $49.2B AUM 14.31% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

First Command Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026: 696 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: First Command Advisory Services previously reported a position in SPYV as recently as Q3 2024.

First Command Advisory Services first reported a position in SPYV in Q2 2022 and has held it in 8 quarters since. The position peaked at $24.2M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

First Command Advisory Services held 696 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $39.4K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new First Command Advisory Services position in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #384 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 8 quarters since.
First Command Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.2M in Q4 2023.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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