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SPYG icon

First Command Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

First Command Financial Services’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$58M Buy
949,896
+183,704
+24% +$10.5M 5.45% 6
2023
Q1 		$42.4M Buy
766,192
+560,992
+273% +$29.7M 4.34% 8
2022
Q4 		$10.4M Buy
+205,200
New +$10.7M 1.32% 10
2022
Q2 		– Sell
-1,079
Closed -$71K – 457
2022
Q1 		$71K Buy
+1,079
New +$70.2K 0.01% 214

Other funds holding SPYG

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

First Command Financial Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 24% in Q2 2023, buying an estimated $10.5M and bringing the position to 949,896 shares worth $58M. The position accounts for 5.45% of the portfolio, ranked #6.

First Command Financial Services first reported a position in SPYG in Q1 2022 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

  • First Command Financial Services held 949,896 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $58M as of Q2 2023.
  • First Command Financial Services bought 183,704 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $10.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 5.45% of First Command Financial Services's portfolio in Q2 2023, its #6 holding.
  • First Command Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 4 quarters since.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

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