Fidelity Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fidelity Investments’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4M	Buy	227,106 +11,205	+5%	+$896K	﹤0.01%	1839
2025 Q4	$17.3M	Buy	215,901 +19,391	+10%	+$1.54M	﹤0.01%	1830
2025 Q3	$15.4M	Buy	196,510 +36,721	+23%	+$2.77M	﹤0.01%	1836
2025 Q2	$11.6M	Buy	159,789 +15,484	+11%	+$1.04M	﹤0.01%	1875
2025 Q1	$9.49M	Buy	144,305 +16,927	+13%	+$1.17M	﹤0.01%	1937
2024 Q4	$8.78M	Buy	127,378 +13,127	+11%	+$910K	﹤0.01%	1985
2024 Q3	$7.71M	Buy	114,251 +12,457	+12%	+$810K	﹤0.01%	2004
2024 Q2	$6.51M	Buy	101,794 +36,839	+57%	+$2.27M	﹤0.01%	1998
2024 Q1	$4M	Buy	64,955 +22,580	+53%	+$1.32M	﹤0.01%	2137
2023 Q4	$2.37M	Buy	42,375 +902	+2%	+$47.3K	﹤0.01%	2266
2023 Q3	$2.08M	Buy	41,473 +13,538	+48%	+$708K	﹤0.01%	2269
2023 Q2	$1.46M	Buy	27,935 +13,885	+99%	+$685K	﹤0.01%	2403
2023 Q1	$676K	Buy	14,050 +2,574	+22%	+$121K	﹤0.01%	2608
2022 Q4	$516K	Sell	11,476 -31,730	-73%	-$1.43M	﹤0.01%	2711
2022 Q3	$1.81M	Sell	43,206 -2,911	-6%	-$136K	﹤0.01%	2456
2022 Q2	$2.04M	Sell	46,117 -1,910	-4%	-$92K	﹤0.01%	2492
2022 Q1	$2.55M	Buy	48,027 +2,978	+7%	+$156K	﹤0.01%	2543
2021 Q4	$2.52M	Buy	45,049 +30,752	+215%	+$1.66M	﹤0.01%	2513
2021 Q3	$721K	Buy	14,297 +802	+6%	+$41.6K	﹤0.01%	2738
2021 Q2	$679K	Buy	13,495 +1,312	+11%	+$64.4K	﹤0.01%	2730
2021 Q1	$568K	Buy	12,183 +2,735	+29%	+$124K	﹤0.01%	2666
2020 Q4	$415K	Buy	9,448 +44	+0.5%	+$1.83K	﹤0.01%	2682
2020 Q3	$370K	Buy	9,404 +2,512	+36%	+$97.8K	﹤0.01%	2579
2020 Q2	$250K	Sell	6,892 -1,294	-16%	-$44.5K	﹤0.01%	2598
2020 Q1	$248K	Sell	8,186 -1,797	-18%	-$64.5K	﹤0.01%	2543
2019 Q4	$378K	Sell	9,983 -161	-2%	-$5.82K	﹤0.01%	2533
2019 Q3	$354K	Buy	10,144 +209	+2%	+$7.27K	﹤0.01%	2571
2019 Q2	$343K	Buy	9,935 +2,101	+27%	+$71.2K	﹤0.01%	2578
2019 Q1	$258K	Sell	7,834 -3,042	-28%	-$97.1K	﹤0.01%	2561
2018 Q4	$315K	Hold	10,876	–	–	﹤0.01%	2508
2018 Q3	$371K	Sell	10,876 -2,057	-16%	-$68.8K	﹤0.01%	2586
2018 Q2	$412K	Buy	+12,933	New	+$410K	﹤0.01%	2518

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments's SPYM Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q1 2026, buying an estimated $896K and bringing the position to 227,106 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Fidelity Investments first reported a position in SPYM in Q2 2018 and has held it in 32 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Fidelity Investments held 227,106 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.4M as of Q1 2026.
Fidelity Investments bought 11,205 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $896K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1839 holding.
Fidelity Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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