Fidelity Investments
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Fidelity Investments’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Fidelity Investments’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
123,080
+5,490
+5% +$483K ﹤0.01% 2076
2026
Q1 		$9.3M Buy
117,590
+12,370
+12% +$1.02M ﹤0.01% 2069
2025
Q4 		$8.68M Buy
105,220
+8,170
+8% +$668K ﹤0.01% 2082
2025
Q3 		$7.83M Buy
97,050
+2,188
+2% +$170K ﹤0.01% 2088
2025
Q2 		$7.1M Buy
94,862
+3,282
+4% +$228K ﹤0.01% 2049
2025
Q1 		$6.23M Buy
91,580
+6,408
+8% +$459K ﹤0.01% 2073
2024
Q4 		$6.08M Buy
85,172
+13,488
+19% +$971K ﹤0.01% 2092
2024
Q3 		$5.02M Buy
71,684
+12,648
+21% +$854K ﹤0.01% 2126
2024
Q2 		$3.92M Buy
59,036
+17,243
+41% +$1.1M ﹤0.01% 2154
2024
Q1 		$2.68M Buy
41,793
+7,455
+22% +$455K ﹤0.01% 2249
2023
Q4 		$2.01M Sell
34,338
-545
-2% -$29.8K ﹤0.01% 2309
2023
Q3 		$1.83M Buy
34,883
+9,566
+38% +$523K ﹤0.01% 2300
2023
Q2 		$1.38M Buy
25,317
+680
+3% +$35.1K ﹤0.01% 2416
2023
Q1 		$1.24M Buy
24,637
+2,114
+9% +$104K ﹤0.01% 2478
2022
Q4 		$1.07M Sell
22,523
-200
-0.9% -$9.5K ﹤0.01% 2524
2022
Q3 		$1M Sell
22,723
-4,333
-16% -$212K ﹤0.01% 2607
2022
Q2 		$1.26M Buy
27,056
+6,229
+30% +$314K ﹤0.01% 2620
2022
Q1 		$1.16M Buy
20,827
+2,613
+14% +$143K ﹤0.01% 2753
2021
Q4 		$1.06M Buy
18,214
+1,947
+12% +$110K ﹤0.01% 2677
2021
Q3 		$862K Sell
16,267
-312
-2% -$17K ﹤0.01% 2714
2021
Q2 		$878K Buy
16,579
+7,322
+79% +$379K ﹤0.01% 2690
2021
Q1 		$455K Buy
9,257
+299
+3% +$14.3K ﹤0.01% 2705
2020
Q4 		$413K Buy
8,958
+560
+7% +$24.4K ﹤0.01% 2683
2020
Q3 		$343K Sell
8,398
-5,157
-38% -$209K ﹤0.01% 2603
2020
Q2 		$512K Sell
13,555
-301,979
-96% -$10.8M ﹤0.01% 2507
2020
Q1 		$9.92M Sell
315,534
-146,075
-32% -$5.5M ﹤0.01% 1691
2019
Q4 		$18.4M Sell
461,609
-383
-0.1% -$14.6K ﹤0.01% 1629
2019
Q3 		$17M Sell
461,992
-1,443
-0.3% -$52.9K ﹤0.01% 1633
2019
Q2 		$16.9M Buy
463,435
+8,843
+2% +$317K ﹤0.01% 1690
2019
Q1 		$16M Buy
454,592
+446,612
+5,597% +$15.1M ﹤0.01% 1691
2018
Q4 		$244K Sell
7,980
-519
-6% -$17.3K ﹤0.01% 2535
2018
Q3 		$308K Sell
8,499
-142
-2% -$5.05K ﹤0.01% 2601
2018
Q2 		$294K Buy
+8,641
New +$292K ﹤0.01% 2547
2016
Q1 		– Sell
-8,292
Closed -$211K – 2731
2015
Q4 		$211K Buy
+8,292
New +$211K ﹤0.01% 2695

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments's SPTM Position: Q2 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.7% in Q2 2026, buying an estimated $483K and bringing the position to 123,080 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Fidelity Investments first reported a position in SPTM in Q4 2015 and has held it in 34 quarters since. The position peaked at $18.4M in Q4 2019. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Fidelity Investments held 123,080 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.2M as of Q2 2026.
  • Fidelity Investments bought 5,490 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $483K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2076 holding.
  • Fidelity Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2015 and has held it in 34 quarters since.
  • Fidelity Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $18.4M in Q4 2019.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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