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MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-580
Closed -$17K – 896
2019
Q2 		$17K Buy
+580
New +$16.6K ﹤0.01% 519

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPAB Position: Q3 2019 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2019, closing a stake of 580 shares — an estimated $17K sold.

MassMutual Private Wealth & Trust first reported a position in SPAB in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 248 funds tracked by Wall St. Rank hold SPAB as of Q3 2019.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 580 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2019, an estimated $17K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.