Spire Wealth Management
FMAT icon

Spire Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Spire Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-16
Closed -$936 – 2229
2026
Q2 		$936 Buy
+16
New +$950 ﹤0.01% 2145
2024
Q2 		– Sell
-197
Closed -$10.3K – 2278
2024
Q1 		$10.3K Buy
+197
New +$9.6K ﹤0.01% 1704
2022
Q1 		– Sell
-1,659
Closed -$84K – 2648
2021
Q4 		$84K Buy
+1,659
New +$79.9K ﹤0.01% 1483
2021
Q2 		– Sell
-1,000
Closed -$45K – 2710
2021
Q1 		$45K Buy
+1,000
New +$42.1K ﹤0.01% 1772

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Spire Wealth Management's FMAT Position: Q3 2026 in Review

Spire Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2026, closing a stake of 16 shares — an estimated $936 sold.

Spire Wealth Management first reported a position in FMAT in Q1 2021 and held it in 4 quarters. The position peaked at $84K in Q4 2021. 99 funds tracked by Wall St. Rank hold FMAT as of Q3 2026.

  • Spire Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 16 Fidelity MSCI Materials Index ETF shares in Q3 2026, an estimated $936.
  • Spire Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $84K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.