MassMutual Private Wealth & Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,488	Closed	-$118K	–	1884
2022 Q4	$118K	Hold	2,488	–	–	﹤0.01%	391
2022 Q3	$110K	Buy	2,488 +1,962	+373%	+$96.1K	0.01%	379
2022 Q2	$24K	Hold	526	–	–	﹤0.01%	547
2022 Q1	$29K	Hold	526	–	–	﹤0.01%	536
2021 Q4	$31K	Buy	+526	New	+$29.8K	﹤0.01%	539

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPTM Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 2,488 shares — an estimated $118K sold.

MassMutual Private Wealth & Trust first reported a position in SPTM in Q4 2021 and held it in 5 quarters. The position peaked at $118K in Q4 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2,488 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $118K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 5 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $118K in Q4 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.