MPWT
SDY icon

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

MassMutual Private Wealth & Trust’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Sell
2,984
-175
-6% -$26.1K 0.01% 321
2026
Q1 		$461K Buy
3,159
+1,421
+82% +$212K 0.01% 318
2025
Q4 		$242K Buy
1,738
+271
+18% +$37.7K 0.01% 413
2025
Q3 		$205K Buy
1,467
+42
+3% +$5.86K 0.01% 438
2025
Q2 		$193K Sell
1,425
-39
-3% -$5.17K 0.01% 442
2025
Q1 		$199K Buy
1,464
+13
+0.9% +$1.75K 0.01% 430
2024
Q4 		$192K Buy
1,451
+277
+24% +$38.7K 0.01% 463
2024
Q3 		$167K Sell
1,174
-369
-24% -$49.9K ﹤0.01% 432
2024
Q2 		$196K Sell
1,543
-76
-5% -$9.79K 0.01% 405
2024
Q1 		$212K Sell
1,619
-259
-14% -$32.5K 0.01% 370
2023
Q4 		$235K Buy
1,878
+30
+2% +$3.52K 0.01% 355
2023
Q3 		$213K Buy
1,848
+671
+57% +$81.9K 0.01% 362
2023
Q2 		$144K Buy
1,177
+373
+46% +$45.6K 0.01% 390
2023
Q1 		$99.5K Buy
804
+199
+33% +$25K ﹤0.01% 422
2022
Q4 		$76K Buy
605
+230
+61% +$28.4K ﹤0.01% 442
2022
Q3 		$42K Hold
375
– – ﹤0.01% 482
2022
Q2 		$45K Buy
375
+107
+40% +$13.3K ﹤0.01% 477
2022
Q1 		$34K Hold
268
– – ﹤0.01% 507
2021
Q4 		$35K Sell
268
-8
-3% -$996 ﹤0.01% 525
2021
Q3 		$32K Sell
276
-100
-27% -$12.2K ﹤0.01% 536
2021
Q2 		$46K Buy
376
+276
+276% +$34.1K ﹤0.01% 485
2021
Q1 		$12K Sell
100
-665
-87% -$74.6K ﹤0.01% 585
2020
Q4 		$81K Buy
765
+465
+155% +$47.1K ﹤0.01% 407
2020
Q3 		$28K Buy
300
+200
+200% +$18.9K ﹤0.01% 467
2020
Q2 		$9K Hold
100
– – ﹤0.01% 557
2020
Q1 		$8K Sell
100
-461
-82% -$45.5K ﹤0.01% 546
2019
Q4 		$60K Buy
561
+461
+461% +$48.4K ﹤0.01% 419
2019
Q3 		$10K Hold
100
– – ﹤0.01% 595
2019
Q2 		$10K Hold
100
– – ﹤0.01% 579
2019
Q1 		$9.94K Hold
100
– – ﹤0.01% 595
2018
Q4 		$8.95K Buy
100
+7
+8% +$660 ﹤0.01% 585
2018
Q3 		$9.11K Buy
+93
New +$9.01K ﹤0.01% 621
2016
Q2 		$8.39K Hold
100
– – ﹤0.01% 523
2016
Q1 		$7.99K Hold
100
– – ﹤0.01% 566
2015
Q4 		$7.36K Sell
100
-1,200
-92% -$91.5K ﹤0.01% 521
2015
Q3 		$97.4K Hold
1,300
– – 0.02% 330
2015
Q2 		$99.6K Hold
1,300
– – 0.02% 316
2015
Q1 		$102K Hold
1,300
– – 0.02% 326
2014
Q4 		$102K Hold
1,300
– – 0.03% 216
2014
Q3 		$97.4K Hold
1,300
– – 0.02% 322
2014
Q2 		$99.6K Hold
1,300
– – 0.04% 193
2014
Q1 		$95.7K Buy
+1,300
New +$93.5K 0.06% 174

Other funds holding SDY

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.5% in Q2 2026, selling an estimated $26.1K and leaving 2,984 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #321.

MassMutual Private Wealth & Trust first reported a position in SDY in Q1 2014 and has held it in 42 quarters since. The position peaked at $461K in Q1 2026. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,984 shares of State Street SPDR S&P Dividend ETF worth $454K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 175 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #321 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 42 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR S&P Dividend ETF position peaked at $461K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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