Morgan Stanley
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Morgan Stanley’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Morgan Stanley’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 		$21K Sell
211
-1
-0.5% -$101 ﹤0.01% 6708
2025
Q4 		$18K Hold
212
– – ﹤0.01% 6723
2025
Q3 		$16.2K Sell
212
-39
-16% -$2.73K ﹤0.01% 6757
2025
Q2 		$16.2K Sell
251
-89
-26% -$5.02K ﹤0.01% 6714
2025
Q1 		$18.2K Buy
340
+31
+10% +$1.75K ﹤0.01% 6607
2024
Q4 		$17.6K Sell
309
-1
-0.3% -$55 ﹤0.01% 6608
2024
Q3 		$15.7K Sell
310
-498
-62% -$23.7K ﹤0.01% 6580
2024
Q2 		$36.1K Sell
808
-1
-0.1% -$44 ﹤0.01% 6268
2024
Q1 		$36.3K Sell
809
-131
-14% -$5.68K ﹤0.01% 6327
2023
Q4 		$42.1K Buy
940
+405
+76% +$16.6K ﹤0.01% 6434
2023
Q3 		$21.1K Sell
535
-7
-1% -$296 ﹤0.01% 6465
2023
Q2 		$23.7K Buy
542
+210
+63% +$8.65K ﹤0.01% 6511
2023
Q1 		$13.6K Sell
332
-10
-3% -$412 ﹤0.01% 6772
2022
Q4 		$13.5K Hold
342
– – ﹤0.01% 6835
2022
Q3 		$11K Sell
342
-308
-47% -$11.4K ﹤0.01% 7044
2022
Q2 		$23K Buy
650
+154
+31% +$5.85K ﹤0.01% 6927
2022
Q1 		$20K Buy
496
+46
+10% +$1.8K ﹤0.01% 7154
2021
Q4 		$18K Hold
450
– – ﹤0.01% 7253
2021
Q3 		$18K Hold
450
– – ﹤0.01% 7139
2021
Q2 		$19K Hold
450
– – ﹤0.01% 7028
2021
Q1 		$18K Buy
450
+104
+30% +$4.15K ﹤0.01% 6762
2020
Q4 		$13K Buy
+346
New +$12.2K ﹤0.01% 6567

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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
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

Morgan Stanley's ROKT Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) stake by 0.47% in Q1 2026, selling an estimated $101 and leaving 211 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #6708.

Morgan Stanley first reported a position in ROKT in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.1K in Q4 2023. 26 funds tracked by Wall St. Rank hold ROKT as of Q1 2026.

  • Morgan Stanley held 211 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $21K as of Q1 2026.
  • Morgan Stanley sold 1 State Street SPDR S&P Kensho Final Frontiers ETF share in Q1 2026, an estimated $101.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6708 holding.
  • Morgan Stanley first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $42.1K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.