MPWT
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MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$909K Sell
27,172
-2
-0% -$67 0.02% 266
2026
Q1 		$911K Sell
27,174
-760
-3% -$25.7K 0.02% 253
2025
Q4 		$944K Sell
27,934
-1,950
-7% -$66K 0.02% 247
2025
Q3 		$1.01M Sell
29,884
-299
-1% -$10.1K 0.03% 235
2025
Q2 		$1.01M Sell
30,183
-5,939
-16% -$197K 0.03% 243
2025
Q1 		$1.2M Buy
36,122
+1,107
+3% +$36.5K 0.03% 232
2024
Q4 		$1.15M Sell
35,015
-766
-2% -$25.4K 0.03% 242
2024
Q3 		$1.21M Sell
35,781
-1,899
-5% -$63.1K 0.03% 232
2024
Q2 		$1.23M Buy
+37,680
New +$1.22M 0.04% 224
2023
Q4 		– Sell
-18,099
Closed -$569K – 2077
2023
Q3 		$569K Buy
18,099
+7,041
+64% +$224K 0.02% 271
2023
Q2 		$355K Sell
11,058
-25,231
-70% -$815K 0.01% 314
2023
Q1 		$1.18M Buy
36,289
+10,288
+40% +$332K 0.05% 210
2022
Q4 		$828K Buy
26,001
+420
+2% +$13.3K 0.03% 235
2022
Q3 		$801K Buy
+25,581
New +$834K 0.04% 234
2020
Q2 		– Sell
-1,200
Closed -$41K – 802
2020
Q1 		$41K Hold
1,200
– – ﹤0.01% 384
2019
Q4 		$42K Hold
1,200
– – ﹤0.01% 449
2019
Q3 		$42K Hold
1,200
– – ﹤0.01% 448
2019
Q2 		$42K Hold
1,200
– – ﹤0.01% 437
2019
Q1 		$41K Hold
1,200
– – ﹤0.01% 443
2018
Q4 		$39.6K Sell
1,200
-82,000
-99% -$2.7M ﹤0.01% 433
2018
Q3 		$2.77M Sell
83,200
-3,100
-4% -$103K 0.21% 119
2018
Q2 		$2.87M Buy
86,300
+30,013
+53% +$999K 0.23% 109
2018
Q1 		$1.89M Buy
56,287
+3,107
+6% +$105K 0.16% 138
2017
Q4 		$1.82M Buy
+53,180
New +$1.83M 0.15% 136
2017
Q2 		– Sell
-1,200
Closed -$41K – 1091
2017
Q1 		$41K Hold
1,200
– – ﹤0.01% 500
2016
Q4 		$40.7K Buy
+1,200
New +$41.1K 0.01% 368

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.01% in Q2 2026, selling an estimated $67 and leaving 27,172 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #266.

MassMutual Private Wealth & Trust first reported a position in SPIB in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.87M in Q2 2018. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 27,172 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $909K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $67.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #266 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and has held it in 26 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.87M in Q2 2018.
  • 589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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