MassMutual Private Wealth & Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-196	Closed	-$4.96K	–	2481
2024 Q4	$4.96K	Buy	+196	New	+$5.04K	﹤0.01%	1536
2023 Q3	–	Sell	-210	Closed	-$5.43K	–	2044
2023 Q2	$5.43K	Buy	+210	New	+$5.49K	﹤0.01%	1186
2021 Q3	–	Sell	-586	Closed	-$18K	–	1331
2021 Q2	$18K	Buy	+586	New	+$18.1K	﹤0.01%	593
2020 Q4	–	Sell	-686	Closed	-$21K	–	938
2020 Q3	$21K	Buy	+686	New	+$21.1K	﹤0.01%	496

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPIP Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 196 shares — an estimated $4.96K sold.

MassMutual Private Wealth & Trust first reported a position in SPIP in Q3 2020 and held it in 4 quarters. The position peaked at $21K in Q3 2020. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 196 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $4.96K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2020 and held it in 4 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Portfolio TIPS ETF position peaked at $21K in Q3 2020.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.