MASON STREET ADVISORS, LLC

data from 30/09/2025

Capitalization

$ 964.774 M 12.90 %

Average holding period

12 ans

Performance

$ 31.263 B 277 298.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MASON STREET ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AGG ISHARES TR 31.58% 304.693 M $ 3039330 2017/03/31 2.932 M $ 1.06 %
2025/09/30 IVV ISHARES TR 14.55% 140.332 M $ 209670 2016/12/31 13.066 M $ 7.80 %
2025/09/30 SPTL SPDR SERIES TRUST 11.07% 106.793 M $ 3962640 2024/06/30 1.434 M $ 1.39 %
2025/09/30 SPMD SPDR SERIES TRUST 8.07% 77.904 M $ 1362200 2024/06/30 2.607 M $ 5.17 %
2025/09/30 IEFA ISHARES TR 5.72% 55.159 M $ 631755 2022/03/31 2.190 M $ 4.59 %
2025/09/30 SPSM SPDR SERIES TRUST 5.59% 53.903 M $ 1163700 2024/03/31 4.050 M $ 8.73 %
2025/09/30 VLUE ISHARES TR 4.15% 40.016 M $ 320000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RWR SPDR SERIES TRUST 3.70% 35.684 M $ 355805 2024/06/30 1.234 M $ 3.99 %
2025/09/30 SCHH SCHWAB STRATEGIC TR 3.64% 35.098 M $ 1627170 2024/06/30 609.260 K $ 1.94 %
2025/09/30 IQLT ISHARES TR 3.44% 33.206 M $ 751440 2025/06/30 671.918 K $ 2.24 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 3.00% 28.950 M $ 152610 2025/03/31 1.059 M $ 4.38 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 2.46% 23.771 M $ 468570 2020/12/31 10.832 K $ 0.10 %
2025/09/30 DFIV DIMENSIONAL ETF TRUST 2.12% 20.436 M $ 443115 2025/06/30 1.364 M $ 7.68 %
2025/09/30 BCI ABRDN ETFS 0.89% 8.608 M $ 399645 2024/06/30 234.772 K $ 3.71 %
2025/09/30 IEMG ISHARES INC 0.02% 220.832 K $ 3350 2025/09/30 0.000 $ 0.00 %
2025/09/30 IJH ISHARES TR 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2025/09/30 IJR ISHARES TR 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %