MPWT
KBE icon

MassMutual Private Wealth & Trust’s State Street SPDR S&P Bank ETF KBE Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Hold
333
– – ﹤0.01% 1071
2026
Q1 		$19.8K Hold
333
– – ﹤0.01% 1090
2025
Q4 		$20.2K Hold
333
– – ﹤0.01% 1119
2025
Q3 		$19.8K Hold
333
– – ﹤0.01% 1121
2025
Q2 		$18.6K Sell
333
-667
-67% -$34.7K ﹤0.01% 1132
2025
Q1 		$53K Hold
1,000
– – ﹤0.01% 715
2024
Q4 		$55.5K Hold
1,000
– – ﹤0.01% 722
2024
Q3 		$52.9K Sell
1,000
-1,890
-65% -$96.8K ﹤0.01% 651
2024
Q2 		$134K Buy
+2,890
New +$132K ﹤0.01% 455
2016
Q2 		$98.9K Buy
3,246
+1,346
+71% +$42.6K 0.01% 364
2016
Q1 		$57.7K Buy
1,900
+20
+1% +$593 0.01% 361
2015
Q4 		$63.6K Buy
1,880
+122
+7% +$4.25K 0.01% 348
2015
Q3 		$56.1K Sell
1,758
-21
-1% -$733 0.01% 375
2015
Q2 		$59.5K Buy
1,779
+66
+4% +$2.31K 0.01% 352
2015
Q1 		$57.4K Buy
+1,713
New +$55.7K 0.01% 355
2014
Q4 		– Sell
-1,758
Closed -$56.1K – 691
2014
Q3 		$56.1K Buy
+1,758
New +$57.2K 0.01% 365

Other funds holding KBE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 333 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

MassMutual Private Wealth & Trust first reported a position in KBE in Q3 2014 and has held it in 16 quarters since. The position peaked at $134K in Q2 2024. 100 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 333 shares of State Street SPDR S&P Bank ETF worth $22.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1071 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P Bank ETF in Q3 2014 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR S&P Bank ETF position peaked at $134K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

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