SMB VanEck Vectors AMT-Free Short Municipal Index ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  32 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported VanEck Vectors AMT-Free Short Municipal Index ETF (SMB) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows SMB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in VanEck Vectors AMT-Free Short Municipal Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SMB — position size vs. price
% of Fund (quarterly)    SMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 323 -10,853 -97.1% 0.00% $6K 2026-04-13 $17.30
2025 Q4 REDUCED 11,176 -2,789 -20.0% 0.01% $195K 2026-01-07 $17.28
2025 Q3 ADDED 13,965 +13,642 +4223.5% 0.01% $243K 2025-10-22 $17.13
2025 Q2 UNCHANGED 323 0% 0.00% $6K 2025-07-09 $16.91
2025 Q1 UNCHANGED 323 0% 0.00% $6K 2025-04-01 $16.67
2024 Q4 UNCHANGED 323 0% 0.00% $6K 2025-01-16 $16.54
2024 Q3 REDUCED 323 -45,577 -99.3% 0.00% $6K 2024-10-02 $16.58
2024 Q2 ADDED 45,900 +20,409 +80.1% 0.02% $780K 2024-07-02 $16.22
2024 Q1 REDUCED 25,491 -2,058 -7.5% 0.01% $434K 2024-04-09 $16.10
2023 Q4 REDUCED 27,549 -3,083 -10.1% 0.02% $471K 2024-01-03 $16.12
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and SMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SMB?

MassMutual Private Wealth & Trust, FSB reported SMB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMB position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SMB was 0.02% in 2024 Q2.

What is the latest reported SMB position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 323 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this SMB ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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