MML Investors Services
XP icon

MML Investors Services’s XP XP Stock Holding History

MML Investors Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,255
Closed -$122K – 2817
2024
Q4 		$122K Sell
10,255
-7,466
-42% -$118K ﹤0.01% 2590
2024
Q3 		$318K Buy
17,721
+362
+2% +$6.6K ﹤0.01% 2141
2024
Q2 		$305K Buy
17,359
+1,065
+7% +$22K ﹤0.01% 2074
2024
Q1 		$418K Sell
16,294
-1,203
-7% -$30.2K ﹤0.01% 1903
2023
Q4 		$456K Sell
17,497
-22
-0.1% -$502 ﹤0.01% 1810
2023
Q3 		$404K Sell
17,519
-1,659
-9% -$41.6K ﹤0.01% 1750
2023
Q2 		$450K Buy
19,178
+6,987
+57% +$119K ﹤0.01% 1696
2023
Q1 		$145K Buy
+12,191
New +$174K ﹤0.01% 1942

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MML Investors Services's XP Position: Q1 2025 in Review

MML Investors Services sold out of XP (XP) in Q1 2025, closing a stake of 10,255 shares — an estimated $122K sold.

MML Investors Services first reported a position in XP in Q1 2023 and held it in 8 quarters. The position peaked at $456K in Q4 2023. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • MML Investors Services reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • MML Investors Services sold 10,255 XP shares in Q1 2025, an estimated $122K.
  • MML Investors Services first reported a position in XP in Q1 2023 and held it in 8 quarters.
  • MML Investors Services's XP position peaked at $456K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.