MPWT
MassMutual Private Wealth & Trust’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Buy |
1,181
+431
| +57% | +$22.6K | ﹤0.01% | 719 |
|
|
2025
Q1 | $37.4K | Sell |
750
-731
| -49% | -$36.4K | ﹤0.01% | 821 |
|
|
2024
Q4 | $71.6K | Buy |
1,481
+231
| +18% | +$11.2K | ﹤0.01% | 650 |
|
|
2024
Q3 | $56.7K | Hold |
1,250
| – | – | ﹤0.01% | 633 |
|
|
2024
Q2 | $51.4K | Hold |
1,250
| – | – | ﹤0.01% | 634 |
|
|
2024
Q1 | $52.7K | Sell |
1,250
-8,410
| -87% | -$354K | ﹤0.01% | 609 |
|
|
2023
Q4 | $363K | Buy |
9,660
+9,560
| +9,560% | +$359K | 0.01% | 313 |
|
|
2023
Q3 | $3.32K | Sell |
100
-137
| -58% | -$4.54K | ﹤0.01% | 1369 |
|
|
2023
Q2 | $7.99K | Sell |
237
-13
| -5% | -$438 | ﹤0.01% | 1034 |
|
|
2023
Q1 | $8.04K | Hold |
250
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 831 |
|
|
2022
Q3 | $8K | Sell |
250
-2,000
| -89% | -$64K | ﹤0.01% | 819 |
|
|
2022
Q2 | $71K | Hold |
2,250
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $86K | Hold |
2,250
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $88K | Hold |
2,250
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $84K | Hold |
2,250
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $83K | Hold |
2,250
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $77K | Hold |
2,250
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $66K | Hold |
2,250
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $54K | Hold |
2,250
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $52K | Sell |
2,250
-718
| -24% | -$16.6K | ﹤0.01% | 406 |
|
|
2020
Q1 | $62K | Buy |
2,968
+2,318
| +357% | +$48.4K | ﹤0.01% | 361 |
|
|
2019
Q4 | $20K | Hold |
650
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $18K | Sell |
650
-553
| -46% | -$15.3K | ﹤0.01% | 526 |
|
|
2019
Q2 | $33K | Hold |
1,203
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $30.9K | Buy |
1,203
+218
| +22% | +$5.61K | ﹤0.01% | 471 |
|
|
2018
Q4 | $23.5K | Buy |
985
+510
| +107% | +$12.1K | ﹤0.01% | 471 |
|
|
2018
Q3 | $13.1K | Sell |
475
-725
| -60% | -$20K | ﹤0.01% | 570 |
|
|
2018
Q2 | $31.9K | Buy |
1,200
+425
| +55% | +$11.3K | ﹤0.01% | 454 |
|
|
2018
Q1 | $21.4K | Sell |
775
-4,425
| -85% | -$122K | ﹤0.01% | 494 |
|
|
2017
Q4 | $145K | Sell |
5,200
-254
| -5% | -$7.09K | 0.01% | 366 |
|
|
2017
Q3 | $141K | Sell |
5,454
-535
| -9% | -$13.8K | 0.01% | 387 |
|
|
2017
Q2 | $148K | Buy |
5,989
+4,335
| +262% | +$107K | 0.01% | 355 |
|
|
2017
Q1 | $39.2K | Sell |
1,654
-687
| -29% | -$16.3K | ﹤0.01% | 505 |
|
|
2016
Q4 | $54.4K | Buy |
+2,341
| New | +$54.4K | 0.01% | 348 |
|
|
2016
Q2 | $56.8K | Buy |
2,487
+262
| +12% | +$5.99K | 0.01% | 394 |
|
|
2016
Q1 | $50.1K | Sell |
2,225
-200
| -8% | -$4.5K | 0.01% | 369 |
|
|
2015
Q4 | $57.8K | Sell |
2,425
-1,500
| -38% | -$35.7K | 0.01% | 354 |
|
|
2015
Q3 | $90.9K | Buy |
3,925
+250
| +7% | +$5.79K | 0.02% | 333 |
|
|
2015
Q2 | $83.6K | Buy |
3,675
+2,025
| +123% | +$46K | 0.02% | 335 |
|
|
2015
Q1 | $39.8K | Sell |
1,650
-1,925
| -54% | -$46.4K | 0.01% | 376 |
|
|
2014
Q4 | $88.4K | Sell |
3,575
-350
| -9% | -$8.66K | 0.03% | 225 |
|
|
2014
Q3 | $90.9K | Buy |
3,925
+250
| +7% | +$5.79K | 0.02% | 325 |
|
|
2014
Q2 | $83.6K | Sell |
3,675
-570
| -13% | -$13K | 0.03% | 204 |
|
|
2014
Q1 | $94.8K | Sell |
4,245
-90
| -2% | -$2.01K | 0.06% | 175 |
|
|
2013
Q4 | $94.8K | Buy |
+4,335
| New | +$94.8K | 0.09% | 142 |
|