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MassMutual Private Wealth & Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34M Sell
12,506
-1,181
-9% -$856K 0.24% 88
2026
Q1 		$8.9M Sell
13,687
-23,445
-63% -$15.9M 0.24% 88
2025
Q4 		$25.3M Buy
37,132
+27,584
+289% +$18.6M 0.65% 40
2025
Q3 		$6.36M Buy
9,548
+384
+4% +$246K 0.16% 119
2025
Q2 		$5.66M Sell
9,164
-2,415
-21% -$1.38M 0.15% 127
2025
Q1 		$6.48M Sell
11,579
-26,787
-70% -$15.7M 0.19% 110
2024
Q4 		$22.5M Buy
38,366
+29,659
+341% +$17.5M 0.63% 45
2024
Q3 		$5M Sell
8,707
-10,646
-55% -$5.89M 0.14% 134
2024
Q2 		$10.5M Buy
19,353
+6,666
+53% +$3.49M 0.32% 74
2024
Q1 		$6.64M Sell
12,687
-33,256
-72% -$16.6M 0.21% 103
2023
Q4 		$21.8M Buy
45,943
+28,781
+168% +$12.8M 0.73% 35
2023
Q3 		$7.34M Buy
17,162
+3,732
+28% +$1.66M 0.27% 91
2023
Q2 		$5.95M Sell
13,430
-5,998
-31% -$2.52M 0.21% 108
2023
Q1 		$7.95M Sell
19,428
-19,430
-50% -$7.75M 0.3% 86
2022
Q4 		$14.9M Buy
38,858
+23,073
+146% +$8.87M 0.61% 42
2022
Q3 		$5.64M Sell
15,785
-778
-5% -$309K 0.26% 111
2022
Q2 		$6.25M Buy
16,563
+3,866
+30% +$1.58M 0.27% 100
2022
Q1 		$5.73M Sell
12,697
-6,334
-33% -$2.82M 0.22% 117
2021
Q4 		$9.04M Buy
19,031
+5,738
+43% +$2.63M 0.34% 80
2021
Q3 		$5.71M Buy
13,293
+204
+2% +$90K 0.24% 107
2021
Q2 		$5.6M Buy
13,089
+758
+6% +$316K 0.24% 108
2021
Q1 		$4.89M Sell
12,331
-3,637
-23% -$1.4M 0.23% 113
2020
Q4 		$5.97M Buy
15,968
+3,840
+32% +$1.36M 0.31% 90
2020
Q3 		$4.06M Buy
12,128
+15
+0.1% +$4.97K 0.24% 114
2020
Q2 		$3.73M Sell
12,113
-137
-1% -$40.1K 0.24% 112
2020
Q1 		$3.16M Sell
12,250
-1,991
-14% -$607K 0.25% 103
2019
Q4 		$4.58M Buy
14,241
+107
+0.8% +$32.9K 0.28% 97
2019
Q3 		$4.2M Buy
14,134
+148
+1% +$43.7K 0.28% 102
2019
Q2 		$4.1M Sell
13,986
-4,577
-25% -$1.32M 0.28% 102
2019
Q1 		$5.24M Sell
18,563
-8,491
-31% -$2.31M 0.38% 70
2018
Q4 		$6.76M Buy
27,054
+8,332
+45% +$2.25M 0.58% 40
2018
Q3 		$5.44M Sell
18,722
-63
-0.3% -$17.9K 0.4% 61
2018
Q2 		$5.1M Buy
18,785
+1,224
+7% +$331K 0.41% 57
2018
Q1 		$4.62M Buy
17,561
+1,114
+7% +$304K 0.38% 62
2017
Q4 		$4.39M Buy
16,447
+1,454
+10% +$378K 0.36% 70
2017
Q3 		$3.77M Buy
14,993
+56
+0.4% +$13.8K 0.31% 90
2017
Q2 		$3.61M Sell
14,937
-2,165
-13% -$519K 0.32% 90
2017
Q1 		$4.03M Sell
17,102
-3,680
-18% -$855K 0.38% 80
2016
Q4 		$4.65M Buy
+20,782
New +$4.54M 0.57% 52
2016
Q2 		$1.73M Buy
8,248
+1,068
+15% +$222K 0.22% 129
2016
Q1 		$1.48M Sell
7,180
-2,507
-26% -$489K 0.2% 134
2015
Q4 		$1.97M Buy
9,687
+6,821
+238% +$1.4M 0.28% 95
2015
Q3 		$565K Sell
2,866
-546
-16% -$111K 0.12% 176
2015
Q2 		$668K Sell
3,412
-479
-12% -$101K 0.15% 155
2015
Q1 		$803K Buy
3,891
+3,551
+1,044% +$733K 0.13% 169
2014
Q4 		$69.9K Sell
340
-2,526
-88% -$508K 0.02% 241
2014
Q3 		$565K Buy
2,866
+2,195
+327% +$434K 0.11% 173
2014
Q2 		$131K Buy
671
+486
+263% +$92.4K 0.05% 183
2014
Q1 		$34.6K Hold
185
– – 0.02% 227
2013
Q4 		$34.2K Buy
+185
New +$32.7K 0.03% 212

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.6% in Q2 2026, selling an estimated $856K and leaving 12,506 shares worth $9.34M. The position accounts for 0.24% of the portfolio, ranked #88.

MassMutual Private Wealth & Trust first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. The position peaked at $25.3M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 12,506 shares of State Street SPDR S&P 500 ETF Trust worth $9.34M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,181 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $856K.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #88 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR S&P 500 ETF Trust position peaked at $25.3M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.