MassMutual Private Wealth & Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Hold	8,565	–	–	0.01%	307
2026 Q1	$467K	Sell	8,565 -349	-4%	-$20K	0.01%	317
2025 Q4	$528K	Hold	8,914	–	–	0.01%	302
2025 Q3	$513K	Buy	8,914 +349	+4%	+$19.1K	0.01%	317
2025 Q2	$446K	Hold	8,565	–	–	0.01%	330
2025 Q1	$394K	Sell	8,565 -120	-1%	-$5.92K	0.01%	348
2024 Q4	$434K	Hold	8,685	–	–	0.01%	341
2024 Q3	$413K	Buy	8,685 +120	+1%	+$5.51K	0.01%	323
2024 Q2	$392K	Hold	8,565	–	–	0.01%	329
2024 Q1	$361K	Hold	8,565	–	–	0.01%	321
2023 Q4	$323K	Sell	8,565 -535	-6%	-$19.1K	0.01%	323
2023 Q3	$309K	Sell	9,100 -1,660	-15%	-$58.4K	0.01%	333
2023 Q2	$376K	Buy	10,760 +1,660	+18%	+$54.1K	0.01%	309
2023 Q1	$283K	Hold	9,100	–	–	0.01%	324
2022 Q4	$251K	Hold	9,100	–	–	0.01%	328
2022 Q3	$245K	Hold	9,100	–	–	0.01%	314
2022 Q2	$261K	Hold	9,100	–	–	0.01%	318
2022 Q1	$320K	Hold	9,100	–	–	0.01%	315
2021 Q4	$336K	Hold	9,100	–	–	0.01%	320
2021 Q3	$300K	Hold	9,100	–	–	0.01%	322
2021 Q2	$296K	Hold	9,100	–	–	0.01%	321
2021 Q1	$270K	Hold	9,100	–	–	0.01%	321
2020 Q4	$260K	Hold	9,100	–	–	0.01%	325
2020 Q3	$238K	Sell	9,100 -4,200	-32%	-$109K	0.01%	321
2020 Q2	$316K	Sell	13,300 -500	-4%	-$11.2K	0.02%	298
2020 Q1	$270K	Hold	13,800	–	–	0.02%	282
2019 Q4	$322K	Hold	13,800	–	–	0.02%	313
2019 Q3	$293K	Hold	13,800	–	–	0.02%	319
2019 Q2	$290K	Sell	13,800 -500	-3%	-$10.4K	0.02%	312
2019 Q1	$290K	Hold	14,300	–	–	0.02%	313
2018 Q4	$257K	Hold	14,300	–	–	0.02%	296
2018 Q3	$299K	Hold	14,300	–	–	0.02%	313
2018 Q2	$276K	Hold	14,300	–	–	0.02%	311
2018 Q1	$267K	Sell	14,300 -1,000	-7%	-$19.5K	0.02%	306
2017 Q4	$291K	Buy	15,300 +13,300	+665%	+$246K	0.02%	307
2017 Q3	$35.6K	Hold	2,000	–	–	﹤0.01%	556
2017 Q2	$34.2K	Sell	2,000 -500	-20%	-$8.49K	﹤0.01%	538
2017 Q1	$41.8K	Hold	2,500	–	–	﹤0.01%	498
2016 Q4	$39.4K	Buy	+2,500	New	+$38.4K	﹤0.01%	370
2016 Q2	$44.3K	Hold	3,000	–	–	0.01%	408
2016 Q1	$43.6K	Hold	3,000	–	–	0.01%	375
2015 Q4	$43.4K	Buy	+3,000	New	+$43.3K	0.01%	368

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 8,565 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #307.

MassMutual Private Wealth & Trust first reported a position in XLG in Q4 2015 and has held it in 42 quarters since. The position peaked at $528K in Q4 2025. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

MassMutual Private Wealth & Trust held 8,565 shares of Invesco S&P 500 Top 50 ETF worth $524K as of Q2 2026.
MassMutual Private Wealth & Trust left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #307 holding.
MassMutual Private Wealth & Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 42 quarters since.
MassMutual Private Wealth & Trust's Invesco S&P 500 Top 50 ETF position peaked at $528K in Q4 2025.
274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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