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MassMutual Private Wealth & Trust’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Buy
37,484
+5
+0% +$351 0.07% 178
2026
Q1 		$2.36M Buy
+37,479
New +$2.48M 0.06% 184

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFIV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.01% in Q2 2026, buying an estimated $351 and bringing the position to 37,484 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #178.

MassMutual Private Wealth & Trust first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 37,484 shares of State Street SPDR S&P 500 ESG ETF worth $2.73M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 5 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $351.
  • State Street SPDR S&P 500 ESG ETF made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #178 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.