MPWT
MassMutual Private Wealth & Trust’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.1K | Buy |
170
+37
| +28% | +$5.46K | ﹤0.01% | 1011 |
|
2025
Q1 | $17.4K | Sell |
133
-41
| -24% | -$5.37K | ﹤0.01% | 1079 |
|
2024
Q4 | $22.9K | Hold |
174
| – | – | ﹤0.01% | 963 |
|
2024
Q3 | $23.6K | Buy |
174
+41
| +31% | +$5.55K | ﹤0.01% | 860 |
|
2024
Q2 | $16.2K | Buy |
133
+58
| +77% | +$7.07K | ﹤0.01% | 916 |
|
2024
Q1 | $9.45K | Hold |
75
| – | – | ﹤0.01% | 1059 |
|
2023
Q4 | $8.55K | Hold |
75
| – | – | ﹤0.01% | 1076 |
|
2023
Q3 | $7.6K | Sell |
75
-231
| -75% | -$23.4K | ﹤0.01% | 1108 |
|
2023
Q2 | $32.8K | Buy |
306
+231
| +308% | +$24.8K | ﹤0.01% | 650 |
|
2023
Q1 | $7.59K | Hold |
75
| – | – | ﹤0.01% | 1025 |
|
2022
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 906 |
|
2022
Q3 | $6K | Sell |
75
-2,417
| -97% | -$193K | ﹤0.01% | 916 |
|
2022
Q2 | $218K | Buy |
2,492
+2,417
| +3,223% | +$211K | 0.01% | 324 |
|
2022
Q1 | $8K | Sell |
75
-172
| -70% | -$18.3K | ﹤0.01% | 808 |
|
2021
Q4 | $26K | Hold |
247
| – | – | ﹤0.01% | 571 |
|
2021
Q3 | $24K | Hold |
247
| – | – | ﹤0.01% | 573 |
|
2021
Q2 | $25K | Buy |
247
+172
| +229% | +$17.4K | ﹤0.01% | 553 |
|
2021
Q1 | $7K | Sell |
75
-292
| -80% | -$27.3K | ﹤0.01% | 668 |
|
2020
Q4 | $32K | Buy |
367
+292
| +389% | +$25.5K | ﹤0.01% | 483 |
|
2020
Q3 | $6K | Sell |
75
-860
| -92% | -$68.8K | ﹤0.01% | 637 |
|
2020
Q2 | $64K | Buy |
935
+210
| +29% | +$14.4K | ﹤0.01% | 387 |
|
2020
Q1 | $43K | Buy |
725
+585
| +418% | +$34.7K | ﹤0.01% | 381 |
|
2019
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 616 |
|
2019
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 582 |
|
2019
Q2 | $11K | Sell |
140
-236
| -63% | -$18.5K | ﹤0.01% | 569 |
|
2019
Q1 | $28.2K | Sell |
376
-576
| -61% | -$43.2K | ﹤0.01% | 483 |
|
2018
Q4 | $61.3K | Sell |
952
-491
| -34% | -$31.6K | 0.01% | 398 |
|
2018
Q3 | $113K | Hold |
1,443
| – | – | 0.01% | 372 |
|
2018
Q2 | $103K | Hold |
1,443
| – | – | 0.01% | 372 |
|
2018
Q1 | $107K | Sell |
1,443
-705
| -33% | -$52.4K | 0.01% | 368 |
|
2017
Q4 | $163K | Sell |
2,148
-102
| -5% | -$7.72K | 0.01% | 362 |
|
2017
Q3 | $160K | Sell |
2,250
-245
| -10% | -$17.4K | 0.01% | 375 |
|
2017
Q2 | $170K | Sell |
2,495
-745
| -23% | -$50.7K | 0.02% | 339 |
|
2017
Q1 | $211K | Sell |
3,240
-145
| -4% | -$9.43K | 0.02% | 330 |
|
2016
Q4 | $211K | Buy |
+3,385
| New | +$211K | 0.03% | 272 |
|
2016
Q2 | $160K | Sell |
2,855
-250
| -8% | -$14K | 0.02% | 330 |
|
2016
Q1 | $172K | Sell |
3,105
-90
| -3% | -$4.99K | 0.02% | 301 |
|
2015
Q4 | $169K | Sell |
3,195
-8,112
| -72% | -$430K | 0.02% | 290 |
|
2015
Q3 | $601K | Sell |
11,307
-1,055
| -9% | -$56.1K | 0.13% | 169 |
|
2015
Q2 | $668K | Buy |
12,362
+6,002
| +94% | +$324K | 0.15% | 154 |
|
2015
Q1 | $355K | Sell |
6,360
-3,772
| -37% | -$210K | 0.06% | 226 |
|
2014
Q4 | $573K | Sell |
10,132
-1,175
| -10% | -$66.5K | 0.19% | 139 |
|
2014
Q3 | $601K | Sell |
11,307
-1,055
| -9% | -$56.1K | 0.12% | 166 |
|
2014
Q2 | $668K | Buy |
12,362
+5,117
| +71% | +$277K | 0.26% | 94 |
|
2014
Q1 | $379K | Sell |
7,245
-830
| -10% | -$43.4K | 0.22% | 99 |
|
2013
Q4 | $422K | Buy |
+8,075
| New | +$422K | 0.39% | 53 |
|