MassMutual Private Wealth & Trust
SPIB icon

MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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
Q3 		$711K Sell
22,032
-5,140
-19% -$170K 0.02% 274
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 $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
Dodds Wealth
Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 19% in Q3 2026, selling an estimated $170K and leaving 22,032 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #274.

MassMutual Private Wealth & Trust first reported a position in SPIB in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.87M in Q2 2018. 346 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • MassMutual Private Wealth & Trust held 22,032 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $711K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 5,140 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $170K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #274 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2016 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $2.87M in Q2 2018.
  • 346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

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