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

MassMutual Private Wealth & Trust’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.4K Sell
582
-1,582
-73% -$71.7K ﹤0.01% 1024
2026
Q1 		$99.3K Buy
2,164
+1,164
+116% +$52.2K ﹤0.01% 574
2025
Q4 		$42.7K Sell
1,000
-56
-5% -$2.48K ﹤0.01% 849
2025
Q3 		$46K Hold
1,056
– – ﹤0.01% 829
2025
Q2 		$43.1K Sell
1,056
-36
-3% -$1.43K ﹤0.01% 831
2025
Q1 		$43.1K Buy
1,092
+786
+257% +$30.7K ﹤0.01% 774
2024
Q4 		$11.6K Buy
306
+106
+53% +$4.21K ﹤0.01% 1202
2024
Q3 		$8.08K Hold
200
– – ﹤0.01% 1191
2024
Q2 		$6.81K Hold
200
– – ﹤0.01% 1214
2024
Q1 		$6.57K Sell
200
-2,550
-93% -$79.6K ﹤0.01% 1178
2023
Q4 		$87.1K Buy
2,750
+2,250
+450% +$68.8K ﹤0.01% 491
2023
Q3 		$14.7K Buy
500
+300
+150% +$9.67K ﹤0.01% 879
2023
Q2 		$6.54K Sell
200
-360
-64% -$12.1K ﹤0.01% 1118
2023
Q1 		$19K Buy
560
+360
+180% +$12.2K ﹤0.01% 746
2022
Q4 		$7K Hold
200
– – ﹤0.01% 907
2022
Q3 		$7K Sell
200
-6,392
-97% -$234K ﹤0.01% 860
2022
Q2 		$231K Buy
6,592
+6,392
+3,196% +$231K 0.01% 320
2022
Q1 		$7K Hold
200
– – ﹤0.01% 850
2021
Q4 		$7K Hold
200
– – ﹤0.01% 831
2021
Q3 		$6K Hold
200
– – ﹤0.01% 844
2021
Q2 		$6K Hold
200
– – ﹤0.01% 815
2021
Q1 		$6K Sell
200
-120,158
-100% -$3.73M ﹤0.01% 698
2020
Q4 		$3.77M Sell
120,358
-2,416
-2% -$76.5K 0.19% 126
2020
Q3 		$3.65M Buy
122,774
+1,876
+2% +$55.7K 0.21% 119
2020
Q2 		$3.41M Buy
120,898
+9,188
+8% +$265K 0.22% 119
2020
Q1 		$3.1M Buy
111,710
+2,278
+2% +$72.9K 0.25% 107
2019
Q4 		$3.54M Buy
109,432
+3,536
+3% +$112K 0.22% 124
2019
Q3 		$3.43M Sell
105,896
-1,908
-2% -$58.9K 0.23% 120
2019
Q2 		$3.21M Buy
107,804
+2,120
+2% +$62.3K 0.22% 120
2019
Q1 		$3.07M Buy
105,684
+8,976
+9% +$250K 0.22% 118
2018
Q4 		$2.56M Buy
96,708
+1,884
+2% +$51.2K 0.22% 114
2018
Q3 		$2.5M Sell
94,824
-150
-0.2% -$3.99K 0.19% 127
2018
Q2 		$2.47M Buy
94,974
+5,498
+6% +$138K 0.2% 125
2018
Q1 		$2.26M Buy
89,476
+1,920
+2% +$47.9K 0.19% 124
2017
Q4 		$2.31M Buy
87,556
+4,176
+5% +$114K 0.19% 127
2017
Q3 		$2.21M Buy
83,380
+13,818
+20% +$371K 0.18% 133
2017
Q2 		$1.81M Buy
69,562
+30,190
+77% +$793K 0.16% 144
2017
Q1 		$1.01M Buy
39,372
+23,072
+142% +$576K 0.09% 177
2016
Q4 		$396K Buy
+16,300
New +$389K 0.05% 214
2016
Q2 		$240K Buy
9,148
+400
+5% +$9.86K 0.03% 295
2016
Q1 		$217K Sell
8,748
-1,110
-11% -$25.6K 0.03% 285
2015
Q4 		$213K Sell
9,858
-66,120
-87% -$1.43M 0.03% 266
2015
Q3 		$1.6M Buy
75,978
+22,790
+43% +$491K 0.34% 76
2015
Q2 		$1.18M Sell
53,188
-38,170
-42% -$836K 0.26% 96
2015
Q1 		$2.03M Buy
91,358
+14,710
+19% +$340K 0.33% 78
2014
Q4 		$1.81M Buy
76,648
+670
+0.9% +$15.2K 0.59% 42
2014
Q3 		$1.6M Buy
75,978
+22,790
+43% +$483K 0.32% 79
2014
Q2 		$1.18M Buy
53,188
+20,028
+60% +$426K 0.47% 51
2014
Q1 		$687K Buy
33,160
+16,740
+102% +$330K 0.4% 74
2013
Q4 		$312K Buy
+16,420
New +$314K 0.29% 73

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 73% in Q2 2026, selling an estimated $71.7K and leaving 582 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

MassMutual Private Wealth & Trust first reported a position in XLU in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.77M in Q4 2020. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • MassMutual Private Wealth & Trust held 582 shares of State Street Utilities Select Sector SPDR ETF worth $26.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,582 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $71.7K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1024 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $3.77M in Q4 2020.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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