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Sandy Spring Bank’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sandy Spring Bank’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$470 Hold
12
– – ﹤0.01% 1131
2024
Q4 		$495 Buy
+12
New +$510 ﹤0.01% 1135

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sandy Spring Bank's FSMD Position: Q1 2025 in Review

Sandy Spring Bank held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q1 2025 at 12 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Sandy Spring Bank first reported a position in FSMD in Q4 2024 and has held it in 2 quarters since. The position peaked at $495 in Q4 2024. 107 funds tracked by Wall St. Rank hold FSMD as of Q1 2025.

  • Sandy Spring Bank held 12 shares of Fidelity Small-Mid Multifactor ETF worth $470 as of Q1 2025.
  • Sandy Spring Bank left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q1 2025.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1131 holding.
  • Sandy Spring Bank first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 2 quarters since.
  • Sandy Spring Bank's Fidelity Small-Mid Multifactor ETF position peaked at $495 in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.