Spire Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Spire Wealth Management’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
2026 Q2	$1.05M	Sell	19,868 -4,675	-19%	-$231K	0.03%	382
2026 Q1	$1.1M	Buy	24,543 +2,244	+10%	+$103K	0.04%	369
2025 Q4	$984K	Buy	22,299 +352	+2%	+$15.4K	0.03%	393
2025 Q3	$966K	Buy	21,947 +1,509	+7%	+$64.8K	0.03%	382
2025 Q2	$848K	Buy	20,438 +20,414	+85,058%	+$805K	0.03%	391
2025 Q1	$940	Hold	24	–	–	﹤0.01%	2401
2024 Q4	$988	Buy	24 +10	+71%	+$425	﹤0.01%	2374
2024 Q3	$580	Hold	14	–	–	﹤0.01%	2140
2024 Q2	$528	Buy	14 +1	+8%	+$38	﹤0.01%	2194
2024 Q1	$505	Buy	+13	New	+$478	﹤0.01%	2299

Other funds holding FSMD

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Spire Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 19% in Q2 2026, selling an estimated $231K and leaving 19,868 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #382.

Spire Wealth Management first reported a position in FSMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Spire Wealth Management held 19,868 shares of Fidelity Small-Mid Multifactor ETF worth $1.05M as of Q2 2026.
Spire Wealth Management sold 4,675 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $231K.
Fidelity Small-Mid Multifactor ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #382 holding.
Spire Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
Spire Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $1.1M in Q1 2026.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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