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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.9K	Hold	750	–	–	﹤0.01%	692
2026 Q1	$57.4K	Hold	750	–	–	﹤0.01%	723
2025 Q4	$60.2K	Hold	750	–	–	﹤0.01%	729
2025 Q3	$58.8K	Sell	750 -750	-50%	-$56.6K	﹤0.01%	746
2025 Q2	$109K	Hold	1,500	–	–	﹤0.01%	564
2025 Q1	$98.6K	Sell	1,500 -245	-14%	-$16.9K	﹤0.01%	556
2024 Q4	$120K	Buy	1,745 +45	+3%	+$3.12K	﹤0.01%	540
2024 Q3	$115K	Hold	1,700	–	–	﹤0.01%	494
2024 Q2	$109K	Sell	1,700 -1,384	-45%	-$85.2K	﹤0.01%	506
2024 Q1	$190K	Buy	3,084 +290	+10%	+$17K	0.01%	387
2023 Q4	$156K	Hold	2,794	–	–	0.01%	400
2023 Q3	$140K	Hold	2,794	–	–	0.01%	406
2023 Q2	$146K	Buy	+2,794	New	+$138K	0.01%	388
2021 Q2	–	Sell	-464	Closed	-$22K	–	1292
2021 Q1	$22K	Hold	464	–	–	﹤0.01%	513
2020 Q4	$20K	Hold	464	–	–	﹤0.01%	525
2020 Q3	$18K	Hold	464	–	–	﹤0.01%	514
2020 Q2	$17K	Hold	464	–	–	﹤0.01%	493
2020 Q1	$14K	Buy	+464	New	+$16.6K	﹤0.01%	480

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 750 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

MassMutual Private Wealth & Trust first reported a position in SPYM in Q1 2020 and has held it in 18 quarters since. The position peaked at $190K in Q1 2024. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MassMutual Private Wealth & Trust held 750 shares of State Street SPDR Portfolio S&P 500 ETF worth $65.9K as of Q2 2026.
MassMutual Private Wealth & Trust left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #692 holding.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $190K in Q1 2024.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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