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MassMutual Private Wealth & Trust’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-171
Closed -$13.6K – 2451
2025
Q2 		$13.6K Hold
171
– – ﹤0.01% 1240
2025
Q1 		$13.4K Sell
171
-24
-12% -$2.04K ﹤0.01% 1182
2024
Q4 		$17K Buy
195
+120
+160% +$10.7K ﹤0.01% 1070
2024
Q3 		$6.51K Hold
75
– – ﹤0.01% 1278
2024
Q2 		$5.87K Sell
75
-1,040
-93% -$82.6K ﹤0.01% 1260
2024
Q1 		$92.5K Sell
1,115
-754
-40% -$60.5K ﹤0.01% 492
2023
Q4 		$156K Sell
1,869
-664,070
-100% -$49.1M 0.01% 402
2023
Q3 		$48.2M Buy
665,939
+31,551
+5% +$2.44M 1.78% 11
2023
Q2 		$49M Buy
634,388
+39,749
+7% +$2.96M 1.76% 10
2023
Q1 		$45.3M Buy
594,639
+45,076
+8% +$3.58M 1.73% 8
2022
Q4 		$40.8M Buy
549,563
+3,147
+0.6% +$236K 1.68% 9
2022
Q3 		$36.7M Buy
546,416
+21,579
+4% +$1.62M 1.66% 9
2022
Q2 		$38M Buy
524,837
+30,627
+6% +$2.39M 1.65% 10
2022
Q1 		$41.2M Buy
494,210
+128,082
+35% +$10.6M 1.56% 10
2021
Q4 		$31M Buy
366,128
+51,392
+16% +$4.39M 1.15% 18
2021
Q3 		$25.8M Buy
314,736
+19,935
+7% +$1.64M 1.07% 21
2021
Q2 		$25.3M Buy
294,801
+23,130
+9% +$1.97M 1.07% 22
2021
Q1 		$22.3M Sell
271,671
-39,684
-13% -$3.06M 1.05% 23
2020
Q4 		$20.6M Buy
311,355
+35,859
+13% +$2.13M 1.06% 24
2020
Q3 		$13.8M Buy
275,496
+217,886
+378% +$11.2M 0.81% 29
2020
Q2 		$2.83M Buy
57,610
+15,545
+37% +$712K 0.18% 136
2020
Q1 		$1.72M Buy
42,065
+9,085
+28% +$514K 0.14% 153
2019
Q4 		$2.17M Buy
32,980
+2,670
+9% +$169K 0.13% 161
2019
Q3 		$1.86M Buy
30,310
+9,820
+48% +$589K 0.12% 161
2019
Q2 		$1.24M Buy
20,490
+965
+5% +$58.5K 0.09% 185
2019
Q1 		$1.18M Buy
19,525
+7,050
+57% +$425K 0.08% 185
2018
Q4 		$671K Sell
12,475
-205
-2% -$12.4K 0.06% 207
2018
Q3 		$866K Buy
12,680
+1,140
+10% +$78.8K 0.06% 206
2018
Q2 		$771K Buy
11,540
+2,430
+27% +$159K 0.06% 215
2018
Q1 		$562K Buy
9,110
+400
+5% +$25.2K 0.05% 227
2017
Q4 		$548K Buy
8,710
+6,970
+401% +$444K 0.05% 230
2017
Q3 		$110K Buy
+1,740
New +$103K 0.01% 417

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's SLYV Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 171 shares — an estimated $13.6K sold.

MassMutual Private Wealth & Trust first reported a position in SLYV in Q3 2017 and held it in 32 quarters. The position peaked at $49M in Q2 2023. 561 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 171 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $13.6K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and held it in 32 quarters.
  • MassMutual Private Wealth & Trust's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $49M in Q2 2023.
  • 561 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.