MML Investors Services
SPGP icon

MML Investors Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

MML Investors Services’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Sell
26,209
-56,289
-68% -$6.4M 0.01% 1125
2025
Q4 		$9.39M Sell
82,498
-5,152
-6% -$582K 0.02% 609
2025
Q3 		$9.96M Sell
87,650
-2,423
-3% -$269K 0.03% 550
2025
Q2 		$9.7M Sell
90,073
-3,503
-4% -$349K 0.03% 534
2025
Q1 		$9.35M Sell
93,576
-28,113
-23% -$2.96M 0.03% 492
2024
Q4 		$12.8M Buy
121,689
+1,887
+2% +$203K 0.04% 391
2024
Q3 		$12.5M Sell
119,802
-428,400
-78% -$43.8M 0.05% 368
2024
Q2 		$56.3M Sell
548,202
-51,815
-9% -$5.34M 0.23% 90
2024
Q1 		$63.9M Buy
600,017
+71,217
+13% +$7.08M 0.26% 70
2023
Q4 		$51.8M Buy
528,800
+262,957
+99% +$24.3M 0.24% 86
2023
Q3 		$24.3M Buy
265,843
+81,530
+44% +$7.6M 0.13% 169
2023
Q2 		$16.7M Buy
184,313
+36,163
+24% +$3.12M 0.09% 226
2023
Q1 		$12.6M Buy
148,150
+135,388
+1,061% +$11.7M 0.09% 236
2022
Q4 		$1.05M Buy
12,762
+8,267
+184% +$681K 0.01% 1116
2022
Q3 		$336K Buy
4,495
+98
+2% +$8.15K ﹤0.01% 1621
2022
Q2 		$350K Buy
+4,397
New +$375K ﹤0.01% 1594
2020
Q3 		– Sell
-3,860
Closed -$212K – 1613
2020
Q2 		$212K Buy
+3,860
New +$201K ﹤0.01% 1399

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MML Investors Services reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 68% in Q1 2026, selling an estimated $6.4M and leaving 26,209 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #1125.

MML Investors Services first reported a position in SPGP in Q2 2020 and has held it in 17 quarters since. The position peaked at $63.9M in Q1 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • MML Investors Services held 26,209 shares of Invesco S&P 500 GARP ETF worth $2.82M as of Q1 2026.
  • MML Investors Services sold 56,289 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $6.4M.
  • Invesco S&P 500 GARP ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1125 holding.
  • MML Investors Services first reported a position in Invesco S&P 500 GARP ETF in Q2 2020 and has held it in 17 quarters since.
  • MML Investors Services's Invesco S&P 500 GARP ETF position peaked at $63.9M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

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