Spire Wealth Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Spire Wealth Management’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	22,727 +303	+1%	+$13.3K	0.03%	370
2026 Q1	$852K	Buy	22,424 +3,062	+16%	+$121K	0.03%	412
2025 Q4	$731K	Buy	19,362 +7,351	+61%	+$274K	0.02%	459
2025 Q3	$439K	Buy	12,011 +596	+5%	+$20.5K	0.01%	562
2025 Q2	$365K	Buy	+11,415	New	+$339K	0.01%	588

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's FESM Position: Q2 2026 in Review

Spire Wealth Management increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 1.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 22,727 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #370.

Spire Wealth Management first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Spire Wealth Management held 22,727 shares of Fidelity Enhanced Small Cap Core ETF worth $1.1M as of Q2 2026.
Spire Wealth Management bought 303 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $13.3K.
Fidelity Enhanced Small Cap Core ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #370 holding.
Spire Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.