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

First Command Financial 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
2023 Q2	$1.01M	Buy	2,276 +117	+5%	+$49.1K	0.09%	54
2023 Q1	$884K	Sell	2,159 -90	-4%	-$35.9K	0.09%	56
2022 Q4	$860K	Buy	2,249 +446	+25%	+$171K	0.11%	56
2022 Q3	$644K	Sell	1,803 -227	-11%	-$90.1K	0.09%	66
2022 Q2	$766K	Hold	2,030	–	–	0.11%	59
2022 Q1	$917K	Sell	2,030 -145	-7%	-$64.6K	0.13%	61
2021 Q4	$1.03M	Buy	2,175 +260	+14%	+$119K	0.15%	52
2021 Q3	$822K	Hold	1,915	–	–	0.14%	59
2021 Q2	$820K	Sell	1,915 -50	-3%	-$20.9K	0.09%	58
2021 Q1	$779K	Sell	1,965 -130	-6%	-$50.1K	0.17%	58
2020 Q4	$783K	Buy	2,095 +67	+3%	+$23.8K	0.19%	51
2020 Q3	$679K	Hold	2,028	–	–	0.19%	53
2020 Q2	$625K	Sell	2,028 -107	-5%	-$31.3K	0.2%	48
2020 Q1	$550K	Buy	2,135 +218	+11%	+$66.5K	0.3%	49
2019 Q4	$617K	Hold	1,917	–	–	0.29%	57
2019 Q3	$569K	Sell	1,917 -50	-3%	-$14.8K	0.29%	56
2019 Q2	$576K	Hold	1,967	–	–	0.29%	53
2019 Q1	$556K	Hold	1,967	–	–	0.28%	52
2018 Q4	$492K	Hold	1,967	–	–	0.25%	52
2018 Q3	$572K	Hold	1,967	–	–	0.16%	63
2018 Q2	$534K	Buy	1,967 +58	+3%	+$15.7K	0.16%	62
2018 Q1	$487K	Sell	1,909 -391	-17%	-$107K	0.02%	61
2017 Q4	$614K	Hold	2,300	–	–	0.34%	43
2017 Q3	$578K	Buy	2,300 +356	+18%	+$87.8K	0.36%	43
2017 Q2	$470K	Buy	1,944 +38	+2%	+$9.11K	0.31%	51
2017 Q1	$449K	Hold	1,906	–	–	0.32%	52
2016 Q4	$426K	Buy	+1,906	New	+$416K	0.34%	51

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

First Command Financial Services's SPY Position: Q2 2023 in Review

First Command Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2023, buying an estimated $49.1K and bringing the position to 2,276 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #54.

First Command Financial Services first reported a position in SPY in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.03M in Q4 2021. 3,300 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

First Command Financial Services held 2,276 shares of State Street SPDR S&P 500 ETF Trust worth $1.01M as of Q2 2023.
First Command Financial Services bought 117 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $49.1K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of First Command Financial Services's portfolio in Q2 2023, its #54 holding.
First Command Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.03M in Q4 2021.
3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

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