Fidelity Investments
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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments's SPMD Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q1 2026, buying an estimated $290K and bringing the position to 42,366 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Fidelity Investments first reported a position in SPMD in Q3 2018 and has held it in 31 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Fidelity Investments held 42,366 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.51M as of Q1 2026.
  • Fidelity Investments bought 4,759 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $290K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2566 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 31 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.