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Fidelity D&D Bancorp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Fidelity D&D Bancorp’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326K Buy
6,757
+239
+4% +$11.8K 0.13% 71
2025
Q4 		$305K Hold
6,518
– – 0.13% 72
2025
Q3 		$302K Hold
6,518
– – 0.17% 75
2025
Q2 		$278K Buy
+6,518
New +$263K 0.17% 80

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity D&D Bancorp's SPSM Position: Q1 2026 in Review

Fidelity D&D Bancorp increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.7% in Q1 2026, buying an estimated $11.8K and bringing the position to 6,757 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #71.

Fidelity D&D Bancorp first reported a position in SPSM in Q2 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Fidelity D&D Bancorp held 6,757 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $326K as of Q1 2026.
  • Fidelity D&D Bancorp bought 239 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #71 holding.
  • Fidelity D&D Bancorp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.