MassMutual Private Wealth & Trust, FSB SPVU — Invesco S&P 500 Enhanced Value ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Invesco S&P 500 Enhanced Value ETF (SPVU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows SPVU at 0.03% 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.

What this SPVU 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 Invesco S&P 500 Enhanced Value 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

SPVU was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

SPVU stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held SPVU — position size vs. price
% of Fund (quarterly)    SPVU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,759 +3,510 +23.0% 0.03% $1.1M 2026-04-13 $62.34
2025 Q4 ADDED — — — 15,249 +1,062 +7.5% 0.02% $871K 2026-01-07 $57.30
2025 Q3 ADDED — — — 14,187 +715 +5.3% 0.02% $778K 2025-10-22 $54.02
2025 Q2 ADDED — — — 13,472 +691 +5.4% 0.02% $701K 2025-07-09 $51.55
2025 Q1 ADDED — — — 12,781 +6,092 +91.1% 0.02% $661K 2025-04-01 $50.37
2024 Q4 ADDED — — — 6,689 +5,946 +800.3% 0.01% $329K 2025-01-16 $49.48
2024 Q3 INITIATED — — — 743 — — 0.00% $37K 2024-10-02 $47.53

🏢 Other funds also holding SPVU

As of 2026 Q1 — sorted by position size

Armbruster Capital Management, Inc. 3Y 7Y 1.53% Delta Wealth Advisors LLC 0.37% Sequent Planning LLC 0.15% Paragon Capital Management Ltd 3Y 7Y 0.15% Professional Financial Advisors, LLC 3Y 0.1% VISION FINANCIAL MARKETS LLC 0.01% Sowell Financial Services LLC 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% TRUIST FINANCIAL CORP 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and SPVU

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 SPVU?

MassMutual Private Wealth & Trust, FSB reported SPVU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for SPVU was 0.03% in 2026 Q1.

What is the latest reported SPVU position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 18,759 shares, equal to 0.03% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SPVU ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SPVU 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.

How well did MassMutual Private Wealth & Trust, FSB time their SPVU position?

Based on 13F filing dates vs. subsequent SPVU price moves, MassMutual Private Wealth & Trust, FSB correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on SPVU relative to SPY over the holding period was +4.4%.

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