MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-291	Closed	-$8.39K	–	2490
2025 Q4	$8.39K	Hold	291	–	–	﹤0.01%	1464
2025 Q3	$8.41K	Buy	+291	New	+$8.36K	﹤0.01%	1459
2024 Q4	–	Sell	-115	Closed	-$3.34K	–	2359
2024 Q3	$3.34K	Buy	+115	New	+$3.3K	﹤0.01%	1500
2021 Q1	–	Sell	-1,407	Closed	-$47K	–	1178
2020 Q4	$47K	Buy	+1,407	New	+$46.5K	﹤0.01%	448
2019 Q1	–	Sell	-60,448	Closed	-$1.8M	–	979
2018 Q4	$1.8M	Sell	60,448 -1,672	-3%	-$48.7K	0.15%	141
2018 Q3	$1.81M	Sell	62,120 -1,718	-3%	-$50.2K	0.13%	147
2018 Q2	$1.87M	Buy	+63,838	New	+$1.87M	0.15%	143

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPTI Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 291 shares — an estimated $8.39K sold.

MassMutual Private Wealth & Trust first reported a position in SPTI in Q2 2018 and held it in 7 quarters. The position peaked at $1.87M in Q2 2018. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 291 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $8.39K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and held it in 7 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.87M in Q2 2018.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.