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

Clear Point 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
2024
Q4 		– Sell
-102
Closed -$5.15K – 441
2024
Q3 		$5.15K Hold
102
– – ﹤0.01% 393
2024
Q2 		$4.54K Hold
102
– – ﹤0.01% 393
2024
Q1 		$4.55K Buy
102
+1
+1% +$43 ﹤0.01% 391
2023
Q4 		$4.53K Buy
+101
New +$4.14K ﹤0.01% 373

Other funds holding ROKT

GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Point Advisors's ROKT Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q4 2024, closing a stake of 102 shares — an estimated $5.15K sold.

Clear Point Advisors first reported a position in ROKT in Q4 2023 and held it in 4 quarters. The position peaked at $5.15K in Q3 2024. 9 funds tracked by Wall St. Rank hold ROKT as of Q4 2024.

  • Clear Point Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 102 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q4 2024, an estimated $5.15K.
  • Clear Point Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $5.15K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.