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MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-915
Closed -$20.2K – 2491
2025
Q1 		$20.2K Hold
915
– – ﹤0.01% 1019
2024
Q4 		$19.7K Buy
915
+789
+626% +$17.3K ﹤0.01% 1014
2024
Q3 		$2.84K Buy
+126
New +$2.8K ﹤0.01% 1558

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPMB Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 915 shares — an estimated $20.2K sold.

MassMutual Private Wealth & Trust first reported a position in SPMB in Q3 2024 and held it in 3 quarters. The position peaked at $20.2K in Q1 2025. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 915 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $20.2K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $20.2K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.