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

MassMutual Private Wealth & Trust’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103
Closed -$3.09K – 2358
2024
Q3 		$3.09K Buy
+103
New +$3.04K ﹤0.01% 1531

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPBO Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 103 shares — an estimated $3.09K sold.

MassMutual Private Wealth & Trust first reported a position in SPBO in Q3 2024 and held it in 1 quarter. The position peaked at $3.09K in Q3 2024. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 103 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $3.09K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.09K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.