MassMutual Private Wealth & Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Buy	10,517 +489	+5%	+$83.6K	0.05%	196
2026 Q1	$1.33M	Buy	10,028 +2,032	+25%	+$286K	0.04%	222
2025 Q4	$1.15M	Sell	7,996 -236	-3%	-$34.1K	0.03%	231
2025 Q3	$1.16M	Hold	8,232	–	–	0.03%	231
2025 Q2	$1.04M	Buy	8,232 +226	+3%	+$25.1K	0.03%	239
2025 Q1	$827K	Hold	8,006	–	–	0.02%	265
2024 Q4	$931K	Buy	8,006 +70	+0.9%	+$8.14K	0.03%	253
2024 Q3	$896K	Sell	7,936 -18	-0.2%	-$1.98K	0.03%	248
2024 Q2	$900K	Buy	7,954 +242	+3%	+$25.5K	0.03%	243
2024 Q1	$803K	Buy	7,712 +2,198	+40%	+$222K	0.03%	253
2023 Q4	$531K	Sell	5,514 -2,102	-28%	-$187K	0.02%	282
2023 Q3	$624K	Sell	7,616 -474	-6%	-$40.6K	0.02%	263
2023 Q2	$703K	Buy	8,090 +398	+5%	+$31.4K	0.03%	249
2023 Q1	$581K	Sell	7,692 -420	-5%	-$28.9K	0.02%	256
2022 Q4	$505K	Hold	8,112	–	–	0.02%	272
2022 Q3	$482K	Sell	8,112 -3,982	-33%	-$272K	0.02%	267
2022 Q2	$769K	Buy	12,094 +3,914	+48%	+$273K	0.03%	239
2022 Q1	$650K	Hold	8,180	–	–	0.02%	262
2021 Q4	$711K	Hold	8,180	–	–	0.03%	266
2021 Q3	$611K	Hold	8,180	–	–	0.03%	269
2021 Q2	$604K	Buy	8,180 +2,092	+34%	+$147K	0.03%	273
2021 Q1	$404K	Sell	6,088 -66	-1%	-$4.36K	0.02%	296
2020 Q4	$400K	Buy	6,154 +420	+7%	+$25.6K	0.02%	298
2020 Q3	$335K	Sell	5,734 -414	-7%	-$23.4K	0.02%	298
2020 Q2	$321K	Hold	6,148	–	–	0.02%	296
2020 Q1	$247K	Sell	6,148 -2,142	-26%	-$97.8K	0.02%	290
2019 Q4	$380K	Buy	8,290 +110	+1%	+$4.71K	0.02%	297
2019 Q3	$329K	Sell	8,180 -1,300	-14%	-$52K	0.02%	310
2019 Q2	$370K	Sell	9,480 -78	-0.8%	-$2.97K	0.03%	293
2019 Q1	$354K	Hold	9,558	–	–	0.03%	299
2018 Q4	$296K	Sell	9,558 -214	-2%	-$7.24K	0.03%	288
2018 Q3	$368K	Sell	9,772 -184	-2%	-$6.75K	0.03%	293
2018 Q2	$346K	Sell	9,956 -466	-4%	-$16K	0.03%	296
2018 Q1	$341K	Hold	10,422	–	–	0.03%	285
2017 Q4	$333K	Sell	10,422 -22	-0.2%	-$690	0.03%	290
2017 Q3	$309K	Sell	10,444 -166	-2%	-$4.78K	0.03%	306
2017 Q2	$290K	Sell	10,610 -3,376	-24%	-$92.9K	0.03%	294
2017 Q1	$373K	Sell	13,986 -3,008	-18%	-$77.5K	0.04%	255
2016 Q4	$411K	Buy	+16,994	New	+$406K	0.05%	208
2016 Q2	$455K	Sell	20,962 -1,388	-6%	-$30.1K	0.06%	226
2016 Q1	$496K	Sell	22,350 -3,050	-12%	-$63K	0.07%	215
2015 Q4	$544K	Buy	25,400 +8,786	+53%	+$189K	0.08%	209
2015 Q3	$331K	Sell	16,614 -2,286	-12%	-$47.1K	0.07%	225
2015 Q2	$362K	Sell	18,900 -13,650	-42%	-$291K	0.08%	200
2015 Q1	$674K	Buy	32,550 +13,570	+71%	+$283K	0.11%	187
2014 Q4	$392K	Buy	18,980 +2,366	+14%	+$48K	0.13%	159
2014 Q3	$331K	Sell	16,614 -2,286	-12%	-$45.3K	0.07%	222
2014 Q2	$362K	Buy	18,900 +660	+4%	+$12.2K	0.14%	126
2014 Q1	$332K	Sell	18,240 -3,480	-16%	-$62.2K	0.19%	106
2013 Q4	$388K	Buy	+21,720	New	+$368K	0.36%	55

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

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

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.9% in Q2 2026, buying an estimated $83.6K and bringing the position to 10,517 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #196.

MassMutual Private Wealth & Trust first reported a position in XLK in Q4 2013 and has held it in 50 quarters since. 1,329 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MassMutual Private Wealth & Trust held 10,517 shares of State Street Technology Select Sector SPDR ETF worth $2M as of Q2 2026.
MassMutual Private Wealth & Trust bought 489 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $83.6K.
State Street Technology Select Sector SPDR ETF made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #196 holding.
MassMutual Private Wealth & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
1,329 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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