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

First Command Bank’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
2023
Q2 		$1.47K Buy
+34
New +$1.4K ﹤0.01% 395
2022
Q2 		– Sell
-1,733
Closed -$72K – 458
2022
Q1 		$72K Buy
+1,733
New +$71.5K 0.01% 213

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Command Bank's SPYV Position: Q2 2023 in Review

First Command Bank opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023: 34 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: First Command Bank previously reported a position in SPYV as recently as Q1 2022.

First Command Bank first reported a position in SPYV in Q1 2022 and has held it in 2 quarters since. The position peaked at $72K in Q1 2022. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

  • First Command Bank held 34 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.47K as of Q2 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new First Command Bank position in Q2 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #395 holding.
  • First Command Bank first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 2 quarters since.
  • First Command Bank's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $72K in Q1 2022.
  • 720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.