Fidelity Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fidelity Investments’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.53M	Buy	52,255 +9,889	+23%	+$636K	﹤0.01%	2554
2026 Q1	$2.51M	Buy	42,366 +4,759	+13%	+$290K	﹤0.01%	2566
2025 Q4	$2.18M	Buy	37,607 +2,135	+6%	+$123K	﹤0.01%	2586
2025 Q3	$2.03M	Buy	35,472 +3,245	+10%	+$183K	﹤0.01%	2542
2025 Q2	$1.75M	Buy	32,227 +3,259	+11%	+$168K	﹤0.01%	2534
2025 Q1	$1.48M	Sell	28,968 -3,053	-10%	-$166K	﹤0.01%	2547
2024 Q4	$1.75M	Buy	32,021 +12,355	+63%	+$695K	﹤0.01%	2488
2024 Q3	$1.08M	Buy	19,666 +1,181	+6%	+$62.4K	﹤0.01%	2576
2024 Q2	$948K	Buy	18,485 +7,882	+74%	+$407K	﹤0.01%	2540
2024 Q1	$566K	Buy	10,603 +4,530	+75%	+$225K	﹤0.01%	2680
2023 Q4	$296K	Buy	6,073 +1,059	+21%	+$47.2K	﹤0.01%	2832
2023 Q3	$220K	Buy	5,014 +174	+4%	+$8K	﹤0.01%	2863
2023 Q2	$222K	Sell	4,840 -581	-11%	-$25.4K	﹤0.01%	2919
2023 Q1	$238K	Buy	5,421 +652	+14%	+$29.2K	﹤0.01%	2919
2022 Q4	$203K	Sell	4,769 -13	-0.3%	-$552	﹤0.01%	3009
2022 Q3	$184K	Sell	4,782 -1,631	-25%	-$69.2K	﹤0.01%	3070
2022 Q2	$254K	Buy	6,413 +1,760	+38%	+$76.3K	﹤0.01%	3066
2022 Q1	$219K	Buy	4,653 +981	+27%	+$45.9K	﹤0.01%	3230
2021 Q4	$183K	Buy	3,672 +1,018	+38%	+$49.7K	﹤0.01%	2972
2021 Q3	$123K	Buy	2,654 +1,911	+257%	+$90.2K	﹤0.01%	3034
2021 Q2	$35K	Buy	743 +48	+7%	+$2.28K	﹤0.01%	3242
2021 Q1	$32K	Buy	695 +72	+12%	+$3.16K	﹤0.01%	3148
2020 Q4	$25K	Sell	623 -3,830	-86%	-$142K	﹤0.01%	3134
2020 Q3	$145K	Buy	4,453 +365	+9%	+$12K	﹤0.01%	2729
2020 Q2	$128K	Buy	4,088 +4,068	+20,340%	+$119K	﹤0.01%	2681
2020 Q1	$0	Sell	20 -1,045	-98%	-$34.2K	﹤0.01%	4223
2019 Q4	$39K	Buy	1,065 +99	+10%	+$3.45K	﹤0.01%	2959
2019 Q3	$33K	Buy	966 +915	+1,794%	+$30.8K	﹤0.01%	2955
2019 Q2	$2K	Buy	51 +1	+2%	+$34	﹤0.01%	3547
2019 Q1	$2K	Buy	50 +45	+900%	+$1.47K	﹤0.01%	3439
2018 Q4	$0	Sell	5 -593	-99%	-$19.3K	﹤0.01%	4108
2018 Q3	$22K	Buy	+598	New	+$21.6K	﹤0.01%	2981

Other funds holding SPMD

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

Betterment LLC New York $59.1B AUM 18.41% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Fidelity Investments's SPMD Position: Q2 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q2 2026, buying an estimated $636K and bringing the position to 52,255 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Fidelity Investments first reported a position in SPMD in Q3 2018 and has held it in 32 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Fidelity Investments held 52,255 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.53M as of Q2 2026.
Fidelity Investments bought 9,889 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $636K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2554 holding.
Fidelity Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 32 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.