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MassMutual Private Wealth & Trust’s Spire SR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Hold
190
– – ﹤0.01% 1230
2026
Q1 		$17.2K Sell
190
-100
-34% -$8.78K ﹤0.01% 1147
2025
Q4 		$24K Hold
290
– – ﹤0.01% 1045
2025
Q3 		$23.6K Hold
290
– – ﹤0.01% 1045
2025
Q2 		$21.2K Buy
290
+7
+2% +$524 ﹤0.01% 1083
2025
Q1 		$22.1K Buy
283
+3
+1% +$219 ﹤0.01% 987
2024
Q4 		$19K Buy
280
+19
+7% +$1.27K ﹤0.01% 1026
2024
Q3 		$17.6K Hold
261
– – ﹤0.01% 939
2024
Q2 		$15.9K Hold
261
– – ﹤0.01% 925
2024
Q1 		$16K Sell
261
-11
-4% -$658 ﹤0.01% 894
2023
Q4 		$17K Sell
272
-57
-17% -$3.4K ﹤0.01% 863
2023
Q3 		$18.6K Buy
329
+58
+21% +$3.52K ﹤0.01% 824
2023
Q2 		$17.2K Sell
271
-13
-5% -$872 ﹤0.01% 797
2023
Q1 		$19.9K Buy
284
+48
+20% +$3.4K ﹤0.01% 732
2022
Q4 		$16K Sell
236
-7
-3% -$476 ﹤0.01% 689
2022
Q3 		$15K Buy
243
+25
+11% +$1.79K ﹤0.01% 656
2022
Q2 		$16K Hold
218
– – ﹤0.01% 621
2022
Q1 		$16K Buy
218
+18
+9% +$1.19K ﹤0.01% 645
2021
Q4 		$13K Hold
200
– – ﹤0.01% 685
2021
Q3 		$12K Hold
200
– – ﹤0.01% 685
2021
Q2 		$14K Hold
200
– – ﹤0.01% 635
2021
Q1 		$15K Hold
200
– – ﹤0.01% 556
2020
Q4 		$13K Hold
200
– – ﹤0.01% 572
2020
Q3 		$11K Hold
200
– – ﹤0.01% 567
2020
Q2 		$13K Hold
200
– – ﹤0.01% 524
2020
Q1 		$15K Hold
200
– – ﹤0.01% 474
2019
Q4 		$17K Buy
+200
New +$16.4K ﹤0.01% 547

Other funds holding SR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Spire (SR) position steady in Q2 2026 at 190 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

MassMutual Private Wealth & Trust first reported a position in SR in Q4 2019 and has held it in 27 quarters since. The position peaked at $24K in Q4 2025. 121 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 190 shares of Spire worth $14.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1230 holding.
  • MassMutual Private Wealth & Trust first reported a position in Spire in Q4 2019 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's Spire position peaked at $24K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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