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DHK Financial Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

DHK Financial Advisors’s Portfolio TSPA Stock Details TSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Sell
39,299
-39,299
-50% -$1.41M 0.88% 24
2025
Q1 		$2.76M Buy
78,598
+39,299
+100% +$1.46M 1.52% 10
2024
Q4 		$1.45M Buy
+39,299
New +$1.46M 0.88% 25

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

DHK Financial Advisors's TSPA Position: Q2 2025 in Review

DHK Financial Advisors reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 50% in Q2 2025, selling an estimated $1.41M and leaving 39,299 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #24.

DHK Financial Advisors first reported a position in TSPA in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.76M in Q1 2025. 102 funds tracked by Wall St. Rank hold TSPA as of Q2 2025.

  • DHK Financial Advisors held 39,299 shares of T. Rowe Price US Equity Research ETF worth $1.53M as of Q2 2025.
  • DHK Financial Advisors sold 39,299 T. Rowe Price US Equity Research ETF shares in Q2 2025, an estimated $1.41M.
  • T. Rowe Price US Equity Research ETF made up 0.88% of DHK Financial Advisors's portfolio in Q2 2025, its #24 holding.
  • DHK Financial Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 3 quarters since.
  • DHK Financial Advisors's T. Rowe Price US Equity Research ETF position peaked at $2.76M in Q1 2025.
  • 102 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.