MassMutual Private Wealth & Trust’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SBIO Stock Details SBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-88	Closed	-$2.91K	–	2471
2024 Q4	$2.91K	Buy	+88	New	+$3.32K	﹤0.01%	1716
2020 Q3	–	Sell	-325	Closed	-$14K	–	805
2020 Q2	$14K	Hold	325	–	–	﹤0.01%	513
2020 Q1	$10K	Hold	325	–	–	﹤0.01%	524
2019 Q4	$14K	Hold	325	–	–	﹤0.01%	572
2019 Q3	$10K	Hold	325	–	–	﹤0.01%	593
2019 Q2	$12K	Hold	325	–	–	﹤0.01%	554
2019 Q1	$11.8K	Hold	325	–	–	﹤0.01%	572
2018 Q4	$9.15K	Sell	325 -325	-50%	-$10.8K	﹤0.01%	578
2018 Q3	$25.6K	Hold	650	–	–	﹤0.01%	485
2018 Q2	$24.2K	Buy	650 +183	+39%	+$6.64K	﹤0.01%	481
2018 Q1	$16K	Hold	467	–	–	﹤0.01%	540
2017 Q4	$15.3K	Buy	467 +199	+74%	+$6.23K	﹤0.01%	559
2017 Q3	$8.36K	Hold	268	–	–	﹤0.01%	794
2017 Q2	$7.47K	Hold	268	–	–	﹤0.01%	777
2017 Q1	$6.9K	Hold	268	–	–	﹤0.01%	765
2016 Q4	$6.14K	Buy	+268	New	+$6.42K	﹤0.01%	517
2016 Q2	$6.07K	Hold	268	–	–	﹤0.01%	556
2016 Q1	$5.88K	Hold	268	–	–	﹤0.01%	613
2015 Q4	$8.51K	Buy	+268	New	+$8.21K	﹤0.01%	511
2015 Q2	–	Sell	-268	Closed	-$8.01K	–	809
2015 Q1	$8.01K	Buy	+268	New	+$7.54K	﹤0.01%	533

Other funds holding SBIO

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's SBIO Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2025, closing a stake of 88 shares — an estimated $2.91K sold.

MassMutual Private Wealth & Trust first reported a position in SBIO in Q1 2015 and held it in 20 quarters. The position peaked at $25.6K in Q3 2018. 34 funds tracked by Wall St. Rank hold SBIO as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 88 ALPS Medical Breakthroughs ETF shares in Q1 2025, an estimated $2.91K.
MassMutual Private Wealth & Trust first reported a position in ALPS Medical Breakthroughs ETF in Q1 2015 and held it in 20 quarters.
MassMutual Private Wealth & Trust's ALPS Medical Breakthroughs ETF position peaked at $25.6K in Q3 2018.
34 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.