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MASON STREET ADVISORS, LLC

hedge fundUpdated 29 days ago

Managed by Mason Street Advisors, Llc • Latest filing Q2 2026

Portfolio value
$1.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
90.6%
Weight of largest holdings
Annualized return
31.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 24 quarters

Show data table
PeriodPortfolio value
Q3 2017$118.2M
Q4 2017$130.4M
Q1 2018$122.3M
Q2 2018$109.1M
Q3 2018$107.5M
Q4 2018$95.5M
Q1 2019$98.7M
Q2 2019$93M
Q3 2019$93.3M
Q4 2019$93.2M
Q1 2020$74.6M
Q2 2020$108.1M
Q3 2023$520.8M
Q4 2023$544.7M
Q1 2024$594.2M
Q2 2024$743M
Q3 2024$823.5M
Q4 2024$772.6M
Q1 2025$786.1M
Q2 2025$854.5M
Q3 2025$964.8M
Q4 2025$1B
Q1 2026$1B
Q2 2026$1.1B

Top holdings

15 positions as of Q2 2026

View filing
E

ISHARES TR

+0.1%
Value
$302M
Shares
3.05M
% Port
27.21%
E

ISHARES TR

-2.5%
Value
$154.6M
Shares
206.5K
% Port
13.93%
S

SPDR SERIES TRUST

+0.2%
Value
$105.1M
Shares
4.01M
% Port
9.47%
S

SPDR SERIES TRUST

-9.2%
Value
$95.9M
Shares
1.42M
% Port
8.64%
A

SPDR SERIES TRUST

+4.0%
Value
$79.5M
Shares
1.38M
% Port
7.17%
I
6.IVZ

INVESCO EXCHANGE TRADED FD T

+7.8%
Value
$61.4M
Shares
288.6K
% Port
5.53%
E

ISHARES TR

-10.7%
Value
$61.3M
Shares
634.8K
% Port
5.52%
S

SPDR SERIES TRUST

+30.0%
Value
$51.2M
Shares
453.3K
% Port
4.61%
S

SCHWAB STRATEGIC TR

+31.3%
Value
$51.2M
Shares
2.16M
% Port
4.61%
?
10.N/A

AMERICAN CENTY ETF TR

Value
$43.3M
Shares
474.8K
% Port
3.90%
E
11.ETHA

ISHARES TR

+3.1%
Value
$39.3M
Shares
792.7K
% Port
3.54%
J

J P MORGAN EXCHANGE TRADED F

+1.7%
Value
$25M
Shares
494.7K
% Port
2.25%
?
13.N/A

DIMENSIONAL ETF TRUST

+2.7%
Value
$22.4M
Shares
414.3K
% Port
2.02%
?
14.N/A

ABRDN ETFS

+51.7%
Value
$12.1M
Shares
540.5K
% Port
1.09%
E
15.ETHA

ISHARES INC

+56.4%
Value
$5.6M
Shares
68.1K
% Port
0.51%

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