Berbice Capital Management’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Berbice Capital Management’s Portfolio ROKT Stock Details ROKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.95K	Buy	+100	New	+$10.1K	0.01%	137

Other funds holding ROKT

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

Berbice Capital Management's ROKT Position: Q1 2026 in Review

Berbice Capital Management opened a new position in State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q1 2026: 100 shares worth $9.95K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings.

26 funds tracked by Wall St. Rank hold ROKT as of Q1 2026.

Berbice Capital Management held 100 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $9.95K as of Q1 2026.
State Street SPDR S&P Kensho Final Frontiers ETF was a new Berbice Capital Management position in Q1 2026.
State Street SPDR S&P Kensho Final Frontiers ETF made up 0.01% of Berbice Capital Management's portfolio in Q1 2026, its #137 holding.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.