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

First Command Advisory Services’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434M	Buy	4,934,249 +681,758	+16%	+$58.2M	2.58%	8
2026 Q1	$325M	Buy	4,252,491 +780,750	+22%	+$62.4M	2.19%	10
2025 Q4	$279M	Buy	3,471,741 +793,178	+30%	+$63.1M	1.94%	9
2025 Q3	$210M	Buy	2,678,563 +942,586	+54%	+$71.1M	1.52%	10
2025 Q2	$126M	Buy	1,735,977 +454,390	+35%	+$30.6M	1.09%	8
2025 Q1	$84.3M	Buy	1,281,587 +356,529	+39%	+$24.7M	0.81%	10
2024 Q4	$63.8M	Buy	+925,058	New	+$64.1M	0.6%	13
2022 Q4	–	Sell	-15	Closed	-$1K	–	199
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	37
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	53
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	18
2021 Q4	$1K	Buy	+15	New	+$810	﹤0.01%	37

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

First Command Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $58.2M and bringing the position to 4,934,249 shares worth $434M. The position accounts for 2.58% of the portfolio, ranked #8.

First Command Advisory Services first reported a position in SPYM in Q4 2021 and has held it in 11 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

First Command Advisory Services held 4,934,249 shares of State Street SPDR Portfolio S&P 500 ETF worth $434M as of Q2 2026.
First Command Advisory Services bought 681,758 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $58.2M.
State Street SPDR Portfolio S&P 500 ETF made up 2.58% of First Command Advisory Services's portfolio in Q2 2026, its #8 holding.
First Command Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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