MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.33M Buy
48,283
+3,558
+8% +$185K 0.06% 183
2026
Q2 		$2.27M Sell
44,725
-752
-2% -$37.6K 0.06% 188
2026
Q1 		$2.26M Buy
45,477
+13,306
+41% +$670K 0.06% 187
2025
Q4 		$1.54M Sell
32,171
-3,792
-11% -$183K 0.04% 212
2025
Q3 		$1.78M Buy
35,963
+1,817
+5% +$88.6K 0.05% 206
2025
Q2 		$1.62M Buy
34,146
+1,752
+5% +$82.8K 0.04% 213
2025
Q1 		$1.63M Buy
32,394
+15,435
+91% +$760K 0.05% 214
2024
Q4 		$819K Buy
16,959
+15,076
+801% +$754K 0.02% 265
2024
Q3 		$95.2K Buy
+1,883
New +$90.1K ﹤0.01% 536
2023
Q2 		– Sell
-936
Closed -$39.5K – 2008
2023
Q1 		$39.5K Hold
936
– – ﹤0.01% 571
2022
Q4 		$41K Hold
936
– – ﹤0.01% 507
2022
Q3 		$37K Hold
936
– – ﹤0.01% 498
2022
Q2 		$41K Hold
936
– – ﹤0.01% 490
2022
Q1 		$44K Hold
936
– – ﹤0.01% 480
2021
Q4 		$42K Sell
936
-232
-20% -$10.1K ﹤0.01% 504
2021
Q3 		$49K Hold
1,168
– – ﹤0.01% 486
2021
Q2 		$51K Buy
+1,168
New +$52.1K ﹤0.01% 474
2021
Q1 		– Sell
-1,336
Closed -$50K – 1176
2020
Q4 		$50K Hold
1,336
– – ﹤0.01% 445
2020
Q3 		$44K Buy
1,336
+460
+53% +$15.5K ﹤0.01% 433
2020
Q2 		$29K Hold
876
– – ﹤0.01% 442
2020
Q1 		$26K Buy
876
+334
+62% +$13.1K ﹤0.01% 428
2019
Q4 		$24K Sell
542
-65
-11% -$2.78K ﹤0.01% 510
2019
Q3 		$26K Buy
+607
New +$25.3K ﹤0.01% 486

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPHD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 8% in Q3 2026, buying an estimated $185K and bringing the position to 48,283 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #183.

MassMutual Private Wealth & Trust first reported a position in SPHD in Q3 2019 and has held it in 23 quarters since. 246 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • MassMutual Private Wealth & Trust held 48,283 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.33M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 3,558 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $185K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #183 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and has held it in 23 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.