MPWT
SPYV icon

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

MassMutual Private Wealth & Trust’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-802
Closed -$42K – 2453
2025
Q2 		$42K Hold
802
– – ﹤0.01% 841
2025
Q1 		$41K Sell
802
-62
-7% -$3.22K ﹤0.01% 792
2024
Q4 		$44.2K Buy
+864
New +$46K ﹤0.01% 776

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPYV Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 802 shares — an estimated $42K sold.

MassMutual Private Wealth & Trust first reported a position in SPYV in Q4 2024 and held it in 3 quarters. The position peaked at $44.2K in Q4 2024. 1,061 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 802 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $42K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $44.2K in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.