SWM
FFSM icon

Spire Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Spire Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.3K Sell
740
-3
-0.4% -$107 ﹤0.01% 1333
2026
Q1 		$23.7K Buy
743
+169
+29% +$5.53K ﹤0.01% 1377
2025
Q4 		$17.6K Hold
574
– – ﹤0.01% 1527
2025
Q3 		$16.8K Hold
574
– – ﹤0.01% 1582
2025
Q2 		$15.6K Buy
+574
New +$14.6K ﹤0.01% 1591

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.4% in Q2 2026, selling an estimated $107 and leaving 740 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Spire Wealth Management first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Spire Wealth Management held 740 shares of Fidelity Fundamental Small-Mid Cap ETF worth $28.3K as of Q2 2026.
  • Spire Wealth Management sold 3 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $107.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1333 holding.
  • Spire Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

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