Choate Investment Advisors’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Choate Investment Advisors’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
2025 Q3	–	Sell	-1,059	Closed	-$68.2K	–	478
2025 Q2	$68.2K	Buy	+1,059	New	+$59.7K	﹤0.01%	434
2023 Q4	–	Sell	-319	Closed	-$12.6K	–	447
2023 Q3	$12.6K	Hold	319	–	–	﹤0.01%	424
2023 Q2	$14K	Buy	319 +178	+126%	+$7.33K	﹤0.01%	339
2023 Q1	$5.76K	Hold	141	–	–	﹤0.01%	319
2022 Q4	$5.55K	Buy	+141	New	+$5.34K	﹤0.01%	327

Other funds holding ROKT

WCM

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Choate Investment Advisors's ROKT Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q3 2025, closing a stake of 1,059 shares — an estimated $68.2K sold.

Choate Investment Advisors first reported a position in ROKT in Q4 2022 and held it in 5 quarters. The position peaked at $68.2K in Q2 2025. 7 funds tracked by Wall St. Rank hold ROKT as of Q3 2025.

Choate Investment Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 1,059 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q3 2025, an estimated $68.2K.
Choate Investment Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2022 and held it in 5 quarters.
Choate Investment Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $68.2K in Q2 2025.
7 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.