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

Fidelity Investments’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	$2.94M	Buy	60,934 +482	+0.8%	+$23.9K	﹤0.01%	2502
2025 Q4	$2.83M	Buy	60,452 +4,220	+8%	+$197K	﹤0.01%	2480
2025 Q3	$2.6M	Buy	56,232 +3,244	+6%	+$145K	﹤0.01%	2446
2025 Q2	$2.26M	Sell	52,988 -2,091	-4%	-$84.3K	﹤0.01%	2448
2025 Q1	$2.25M	Buy	55,079 +5,886	+12%	+$259K	﹤0.01%	2407
2024 Q4	$2.21M	Buy	49,193 +16,794	+52%	+$781K	﹤0.01%	2420
2024 Q3	$1.47M	Buy	32,399 +2,136	+7%	+$93.8K	﹤0.01%	2487
2024 Q2	$1.26M	Buy	30,263 +6,135	+25%	+$256K	﹤0.01%	2462
2024 Q1	$1.04M	Buy	24,128 +8,978	+59%	+$371K	﹤0.01%	2491
2023 Q4	$639K	Buy	15,150 +1,484	+11%	+$55.9K	﹤0.01%	2604
2023 Q3	$504K	Buy	13,666 +1,222	+10%	+$47.6K	﹤0.01%	2631
2023 Q2	$483K	Buy	12,444 +7,153	+135%	+$266K	﹤0.01%	2671
2023 Q1	$200K	Buy	5,291 +1,292	+32%	+$50.4K	﹤0.01%	2982
2022 Q4	$148K	Buy	3,999 +171	+4%	+$6.41K	﹤0.01%	3090
2022 Q3	$130K	Buy	3,828 +84	+2%	+$3.18K	﹤0.01%	3188
2022 Q2	$135K	Buy	3,744 +165	+5%	+$6.4K	﹤0.01%	3235
2022 Q1	$151K	Buy	3,579 +788	+28%	+$33.2K	﹤0.01%	3322
2021 Q4	$125K	Buy	2,791 +587	+27%	+$26.1K	﹤0.01%	3042
2021 Q3	$94K	Buy	2,204 +516	+31%	+$22.1K	﹤0.01%	3095
2021 Q2	$74K	Buy	1,688 +266	+19%	+$11.6K	﹤0.01%	3088
2021 Q1	$60K	Sell	1,422 -287	-17%	-$11.7K	﹤0.01%	3011
2020 Q4	$61K	Buy	1,709 +278	+19%	+$8.9K	﹤0.01%	2970
2020 Q3	$39K	Buy	1,431 +841	+143%	+$23.4K	﹤0.01%	2930
2020 Q2	$16K	Buy	590 +317	+116%	+$7.79K	﹤0.01%	3039
2020 Q1	$6K	Sell	273 -521	-66%	-$15.1K	﹤0.01%	3230
2019 Q4	$26K	Sell	794 -113	-12%	-$3.53K	﹤0.01%	3048
2019 Q3	$27K	Buy	907 +248	+38%	+$7.48K	﹤0.01%	3004
2019 Q2	$20K	Sell	659 -643	-49%	-$19.6K	﹤0.01%	3075
2019 Q1	$39K	Buy	1,302 +682	+110%	+$20.3K	﹤0.01%	2834
2018 Q4	$16K	Sell	620 -407	-40%	-$12K	﹤0.01%	2941
2018 Q3	$34K	Buy	+1,027	New	+$34.2K	﹤0.01%	2909

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments's SPSM Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.8% in Q1 2026, buying an estimated $23.9K and bringing the position to 60,934 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Fidelity Investments first reported a position in SPSM in Q3 2018 and has held it in 31 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Fidelity Investments held 60,934 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.94M as of Q1 2026.
Fidelity Investments bought 482 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $23.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2502 holding.
Fidelity Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 31 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 Investments's 13F filing for Q1 2026, filed 15 May 2026.