SSWM
FSTA icon

Smith Salley Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Smith Salley Wealth Management’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
23,280
-434
-2% -$23K 0.05% 148
2026
Q1 		$1.24M Buy
23,714
+367
+2% +$19.6K 0.06% 142
2025
Q4 		$1.15M Sell
23,347
-126
-0.5% -$6.25K 0.06% 147
2025
Q3 		$1.17M Sell
23,473
-233
-1% -$11.9K 0.06% 143
2025
Q2 		$1.21M Buy
23,706
+179
+0.8% +$9.16K 0.07% 134
2025
Q1 		$1.2M Buy
23,527
+50
+0.2% +$2.52K 0.08% 132
2024
Q4 		$1.16M Sell
23,477
-4,563
-16% -$231K 0.07% 137
2024
Q3 		$1.43M Buy
28,040
+4,132
+17% +$205K 0.09% 120
2024
Q2 		$1.13M Sell
23,908
-73
-0.3% -$3.46K 0.08% 128
2024
Q1 		$1.14M Buy
23,981
+68
+0.3% +$3.12K 0.09% 120
2023
Q4 		$1.07M Sell
23,913
-82
-0.3% -$3.51K 0.07% 135
2023
Q3 		$1.02M Buy
23,995
+144
+0.6% +$6.48K 0.08% 124
2023
Q2 		$1.08M Buy
23,851
+1,849
+8% +$84.2K 0.08% 121
2023
Q1 		$993K Sell
22,002
-1,093
-5% -$48.4K 0.08% 128
2022
Q4 		$1.03M Sell
23,095
-460
-2% -$20.2K 0.09% 128
2022
Q3 		$946K Buy
23,555
+656
+3% +$28.9K 0.09% 128
2022
Q2 		$991K Buy
22,899
+1,252
+6% +$56.5K 0.09% 131
2022
Q1 		$993K Buy
21,647
+3,058
+16% +$139K 0.08% 140
2021
Q4 		$868K Buy
18,589
+1,229
+7% +$54.1K 0.06% 154
2021
Q3 		$727K Buy
17,360
+2,371
+16% +$102K 0.06% 166
2021
Q2 		$639K Buy
14,989
+1,035
+7% +$44.2K 0.05% 172
2021
Q1 		$580K Buy
13,954
+3,101
+29% +$124K 0.05% 163
2020
Q4 		$442K Buy
10,853
+299
+3% +$11.8K 0.04% 162
2020
Q3 		$403K Buy
10,554
+706
+7% +$26.6K 0.05% 142
2020
Q2 		$343K Sell
9,848
-134
-1% -$4.64K 0.05% 150
2020
Q1 		$323K Sell
9,982
-1,857
-16% -$67.2K 0.05% 143
2019
Q4 		$446K Sell
11,839
-3,942
-25% -$145K 0.06% 136
2019
Q3 		$578K Buy
15,781
+1,050
+7% +$37.7K 0.08% 119
2019
Q2 		$512K Buy
14,731
+123
+0.8% +$4.22K 0.08% 124
2019
Q1 		$495K Buy
14,608
+102
+0.7% +$3.29K 0.08% 122
2018
Q4 		$442K Buy
14,506
+2,027
+16% +$66.2K 0.08% 119
2018
Q3 		$406K Buy
12,479
+860
+7% +$27.9K 0.06% 131
2018
Q2 		$363K Buy
11,619
+2,125
+22% +$65.3K 0.06% 136
2018
Q1 		$301K Buy
9,494
+507
+6% +$16.8K 0.05% 142
2017
Q4 		$308K Buy
+8,987
New +$297K 0.06% 145

Other funds holding FSTA

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Smith Salley Wealth Management's FSTA Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.8% in Q2 2026, selling an estimated $23K and leaving 23,280 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #148.

Smith Salley Wealth Management first reported a position in FSTA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q3 2024. 58 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Smith Salley Wealth Management held 23,280 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.22M as of Q2 2026.
  • Smith Salley Wealth Management sold 434 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $23K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Smith Salley Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and has held it in 35 quarters since.
  • Smith Salley Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.43M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.