MML Investors Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.4M	Buy	887,762 +146,955	+20%	+$8.97M	0.11%	179
2026 Q1	$40.4M	Sell	740,807 -122,111	-14%	-$7.01M	0.11%	179
2025 Q4	$51.2M	Buy	862,918 +81,838	+10%	+$4.81M	0.12%	168
2025 Q3	$44.9M	Sell	781,080 -10,732	-1%	-$587K	0.12%	173
2025 Q2	$41.3M	Buy	791,812 +27,409	+4%	+$1.3M	0.12%	180
2025 Q1	$35.2M	Buy	764,403 +74,016	+11%	+$3.65M	0.12%	187
2024 Q4	$34.5M	Buy	690,387 +89,230	+15%	+$4.39M	0.12%	181
2024 Q3	$28.6M	Buy	601,157 +137,194	+30%	+$6.3M	0.1%	204
2024 Q2	$21.2M	Buy	463,963 +67,387	+17%	+$2.89M	0.09%	235
2024 Q1	$16.7M	Buy	396,576 +65,710	+20%	+$2.64M	0.07%	288
2023 Q4	$12.5M	Buy	330,866 +108,662	+49%	+$3.88M	0.06%	317
2023 Q3	$7.55M	Sell	222,204 -24,876	-10%	-$875K	0.04%	396
2023 Q2	$8.64M	Buy	247,080 +20,680	+9%	+$674K	0.05%	366
2023 Q1	$7.03M	Sell	226,400 -14,360	-6%	-$421K	0.05%	357
2022 Q4	$6.64M	Buy	240,760 +23,550	+11%	+$664K	0.04%	406
2022 Q3	$5.85M	Sell	217,210 -11,690	-5%	-$353K	0.04%	404
2022 Q2	$6.56M	Buy	228,900 +64,450	+39%	+$2.01M	0.05%	347
2022 Q1	$5.78M	Buy	164,450 +23,990	+17%	+$825K	0.04%	402
2021 Q4	$5.18M	Sell	140,460 -8,960	-6%	-$319K	0.04%	431
2021 Q3	$4.93M	Buy	149,420 +22,590	+18%	+$765K	0.04%	419
2021 Q2	$4.13M	Buy	126,830 +15,080	+13%	+$473K	0.03%	453
2021 Q1	$3.31M	Buy	111,750 +22,240	+25%	+$648K	0.03%	478
2020 Q4	$2.55M	Buy	89,510 +30,670	+52%	+$835K	0.03%	496
2020 Q3	$1.54M	Buy	58,840 +29,730	+102%	+$768K	0.02%	617
2020 Q2	$693K	Buy	29,110 +13,140	+82%	+$294K	0.01%	874
2020 Q1	$312K	Buy	+15,970	New	+$360K	0.01%	1072
2019 Q3	–	Sell	-14,680	Closed	-$308K	–	1624
2019 Q2	$308K	Sell	14,680 -1,520	-9%	-$31.5K	﹤0.01%	1264
2019 Q1	$329K	Sell	16,200 -33,080	-67%	-$642K	0.01%	1226
2018 Q4	$886K	Buy	49,280 +35,200	+250%	+$683K	0.02%	674
2018 Q3	$295K	Buy	+14,080	New	+$287K	0.01%	1279

Other funds holding XLG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MML Investors Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 20% in Q2 2026, buying an estimated $8.97M and bringing the position to 887,762 shares worth $54.4M. The position accounts for 0.11% of the portfolio, ranked #179.

MML Investors Services first reported a position in XLG in Q3 2018 and has held it in 30 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

MML Investors Services held 887,762 shares of Invesco S&P 500 Top 50 ETF worth $54.4M as of Q2 2026.
MML Investors Services bought 146,955 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $8.97M.
Invesco S&P 500 Top 50 ETF made up 0.11% of MML Investors Services's portfolio in Q2 2026, its #179 holding.
MML Investors Services first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2018 and has held it in 30 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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