MML Investors Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

MML Investors Services’s Portfolio SPHB Stock Details SPHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.58M	Buy	29,435 +6,787	+30%	+$947K	0.01%	1044
2026 Q1	$2.63M	Sell	22,648 -1,104	-5%	-$134K	0.01%	1169
2025 Q4	$2.78M	Sell	23,752 -3,291	-12%	-$375K	0.01%	1202
2025 Q3	$2.97M	Sell	27,043 -3,831	-12%	-$399K	0.01%	1097
2025 Q2	$3.01M	Sell	30,874 -1,932	-6%	-$163K	0.01%	1040
2025 Q1	$2.57M	Sell	32,806 -2,638	-7%	-$232K	0.01%	1043
2024 Q4	$3.14M	Sell	35,444 -1,474	-4%	-$134K	0.01%	903
2024 Q3	$3.29M	Sell	36,918 -9,142	-20%	-$777K	0.01%	864
2024 Q2	$3.89M	Sell	46,060 -18,013	-28%	-$1.51M	0.02%	736
2024 Q1	$5.62M	Sell	64,073 -26,885	-30%	-$2.23M	0.02%	595
2023 Q4	$7.5M	Sell	90,958 -305,850	-77%	-$22M	0.03%	465
2023 Q3	$27.8M	Buy	396,808 +33,777	+9%	+$2.55M	0.15%	145
2023 Q2	$27.7M	Sell	363,031 -5,261	-1%	-$366K	0.15%	147
2023 Q1	$25.8M	Buy	368,292 +2,835	+0.8%	+$198K	0.18%	122
2022 Q4	$22.8M	Buy	365,457 +27,846	+8%	+$1.75M	0.15%	150
2022 Q3	$19.4M	Buy	337,611 +21,259	+7%	+$1.38M	0.15%	157
2022 Q2	$18.5M	Buy	316,352 +21,056	+7%	+$1.4M	0.14%	169
2022 Q1	$22.4M	Buy	295,296 +14,040	+5%	+$1.05M	0.16%	136
2021 Q4	$22.2M	Buy	281,256 +18,154	+7%	+$1.42M	0.16%	138
2021 Q3	$19.2M	Buy	263,102 +75,292	+40%	+$5.53M	0.15%	145
2021 Q2	$14.2M	Buy	187,810 +32,536	+21%	+$2.41M	0.12%	190
2021 Q1	$10.8M	Buy	155,274 +14,222	+10%	+$919K	0.1%	217
2020 Q4	$8.01M	Buy	141,052 +126,971	+902%	+$6.34M	0.09%	230
2020 Q3	$585K	Buy	14,081 +7,864	+126%	+$331K	0.01%	972
2020 Q2	$249K	Buy	+6,217	New	+$226K	﹤0.01%	1309
2020 Q1	–	Sell	-12,132	Closed	-$566K	–	1535
2019 Q4	$566K	Sell	12,132 -3,112	-20%	-$135K	0.01%	950
2019 Q3	$630K	Buy	+15,244	New	+$638K	0.01%	860
2019 Q2	–	Sell	-25,271	Closed	-$1.05M	–	1647
2019 Q1	$1.05M	Buy	+25,271	New	+$1.01M	0.02%	685

Other funds holding SPHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

MML Investors Services increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 30% in Q2 2026, buying an estimated $947K and bringing the position to 29,435 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1044.

MML Investors Services first reported a position in SPHB in Q1 2019 and has held it in 28 quarters since. The position peaked at $27.8M in Q3 2023. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

MML Investors Services held 29,435 shares of Invesco S&P 500 High Beta ETF worth $4.58M as of Q2 2026.
MML Investors Services bought 6,787 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $947K.
Invesco S&P 500 High Beta ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1044 holding.
MML Investors Services first reported a position in Invesco S&P 500 High Beta ETF in Q1 2019 and has held it in 28 quarters since.
MML Investors Services's Invesco S&P 500 High Beta ETF position peaked at $27.8M in Q3 2023.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

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