MassMutual Private Wealth & Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Buy |
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|
2025
Q2 | $446K | Hold |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $260K | Hold |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $35.6K | Hold |
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|
2017
Q2 | $34.2K | Sell |
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|
2017
Q1 | $41.8K | Hold |
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|
2016
Q4 | $39.4K | Buy |
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|
2016
Q2 | $44.3K | Hold |
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|
2016
Q1 | $43.6K | Hold |
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|
2015
Q4 | $43.4K | Buy |
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