SPWM
MET icon

Spartan Planning & Wealth Management’s MetLife MET Stock Holding History

Spartan Planning & Wealth Management’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$56.3K Buy
852
+654
+330% +$40.9K 0.06% 135
2023
Q3 		$12.5K Buy
+198
New +$12.3K 0.01% 107
2022
Q4 		$21K Buy
+290
New +$20.8K 0.03% 111
2022
Q3 		– Sell
-361
Closed -$23K – 104
2022
Q2 		$23K Buy
361
+17
+5% +$1.13K 0.03% 65
2022
Q1 		$24K Buy
+344
New +$23.3K 0.03% 104

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Spartan Planning & Wealth Management's MET Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its MetLife (MET) stake by 330% in Q4 2023, buying an estimated $40.9K and bringing the position to 852 shares worth $56.3K. The position accounts for 0.06% of the portfolio, ranked #135.

Spartan Planning & Wealth Management first reported a position in MET in Q1 2022 and has held it in 5 quarters since. 1,262 funds tracked by Wall St. Rank hold MET as of Q4 2023.

  • Spartan Planning & Wealth Management held 852 shares of MetLife worth $56.3K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 654 MetLife shares in Q4 2023, an estimated $40.9K.
  • MetLife made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #135 holding.
  • Spartan Planning & Wealth Management first reported a position in MetLife in Q1 2022 and has held it in 5 quarters since.
  • 1,262 funds tracked by Wall St. Rank held MetLife as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.