MML Investors Services
SHLD icon

MML Investors Services’s Global X Defense Tech ETF SHLD Stock Holding History

MML Investors Services’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Sell
281,535
-32,554
-10% -$2.17M 0.03% 458
2026
Q1 		$22.3M Buy
314,089
+87,624
+39% +$6.53M 0.06% 302
2025
Q4 		$14.7M Buy
226,465
+23,004
+11% +$1.51M 0.04% 446
2025
Q3 		$14.3M Sell
203,461
-20,037
-9% -$1.26M 0.04% 433
2025
Q2 		$13.5M Buy
223,498
+131,088
+142% +$7.05M 0.04% 428
2025
Q1 		$4.3M Sell
92,410
-4,335
-4% -$184K 0.01% 797
2024
Q4 		$3.62M Sell
96,745
-27,693
-22% -$1.07M 0.01% 840
2024
Q3 		$4.63M Buy
124,438
+10,688
+9% +$380K 0.02% 722
2024
Q2 		$3.77M Buy
113,750
+21,140
+23% +$702K 0.02% 753
2024
Q1 		$3.07M Buy
+92,610
New +$2.78M 0.01% 859

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services's SHLD Position: Q2 2026 in Review

MML Investors Services reduced its Global X Defense Tech ETF (SHLD) stake by 10% in Q2 2026, selling an estimated $2.17M and leaving 281,535 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #458.

MML Investors Services first reported a position in SHLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.3M in Q1 2026. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • MML Investors Services held 281,535 shares of Global X Defense Tech ETF worth $16.8M as of Q2 2026.
  • MML Investors Services sold 32,554 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.17M.
  • Global X Defense Tech ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #458 holding.
  • MML Investors Services first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • MML Investors Services's Global X Defense Tech ETF position peaked at $22.3M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.