MML Investors Services
SAMT icon

MML Investors Services’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

MML Investors Services’s Portfolio SAMT Stock Details SAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Buy
108,558
+98,268
+955% +$3.92M 0.01% 895
2025
Q4 		$396K Buy
10,290
+542
+6% +$20.6K ﹤0.01% 2422
2025
Q3 		$363K Buy
9,748
+749
+8% +$26.5K ﹤0.01% 2391
2025
Q2 		$310K Buy
+8,999
New +$279K ﹤0.01% 2411

Other funds holding SAMT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

MML Investors Services's SAMT Position: Q1 2026 in Review

MML Investors Services increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 955% in Q1 2026, buying an estimated $3.92M and bringing the position to 108,558 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #895.

MML Investors Services first reported a position in SAMT in Q2 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • MML Investors Services held 108,558 shares of Strategas Macro Thematic Opportunities ETF worth $4.26M as of Q1 2026.
  • MML Investors Services bought 98,268 Strategas Macro Thematic Opportunities ETF shares in Q1 2026, an estimated $3.92M.
  • Strategas Macro Thematic Opportunities ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #895 holding.
  • MML Investors Services first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.