MML Investors Services’s SWP Growth & Income ETF SWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$624K	Buy	23,457 +551	+2%	+$15.6K	﹤0.01%	2084
2025 Q4	$636K	Buy	+22,906	New	+$646K	﹤0.01%	2100

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MML Investors Services increased its SWP Growth & Income ETF (SWP) stake by 2.4% in Q1 2026, buying an estimated $15.6K and bringing the position to 23,457 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

MML Investors Services first reported a position in SWP in Q4 2025 and has held it in 2 quarters since. The position peaked at $636K in Q4 2025. 6 funds tracked by Wall St. Rank hold SWP as of Q1 2026.

MML Investors Services held 23,457 shares of SWP Growth & Income ETF worth $624K as of Q1 2026.
MML Investors Services bought 551 SWP Growth & Income ETF shares in Q1 2026, an estimated $15.6K.
SWP Growth & Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2084 holding.
MML Investors Services first reported a position in SWP Growth & Income ETF in Q4 2025 and has held it in 2 quarters since.
MML Investors Services's SWP Growth & Income ETF position peaked at $636K in Q4 2025.
6 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q1 2026.

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