Rockefeller Capital Management
SDIV icon

Rockefeller Capital Management’s Global X SuperDividend ETF SDIV Stock Holding History

Rockefeller Capital Management’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Sell
618
-605
-49% -$15.3K ﹤0.01% 3840
2026
Q1 		$30.9K Buy
1,223
+619
+102% +$15.7K ﹤0.01% 3502
2025
Q4 		$14.5K Sell
604
-23,397
-97% -$559K ﹤0.01% 3649
2025
Q3 		$576K Buy
24,001
+573
+2% +$13.5K ﹤0.01% 1707
2025
Q2 		$528K Buy
23,428
+708
+3% +$14.9K ﹤0.01% 1537
2025
Q1 		$476K Buy
22,720
+627
+3% +$13.2K ﹤0.01% 1495
2024
Q4 		$456K Buy
22,093
+573
+3% +$12.5K ﹤0.01% 1499
2024
Q3 		$507K Buy
21,520
+551
+3% +$12.3K ﹤0.01% 1423
2024
Q2 		$462K Buy
20,969
+535
+3% +$11.8K ﹤0.01% 1459
2024
Q1 		$442K Buy
20,434
+586
+3% +$12.6K ﹤0.01% 1510
2023
Q4 		$448K Buy
19,848
+577
+3% +$12.3K ﹤0.01% 1377
2023
Q3 		$422K Buy
19,271
+530
+3% +$12K ﹤0.01% 1337
2023
Q2 		$423K Buy
18,741
+7,781
+71% +$173K ﹤0.01% 1396
2023
Q1 		$252K Buy
10,960
+5,284
+93% +$130K ﹤0.01% 1685
2022
Q4 		$136K Buy
5,676
+176
+3% +$4.23K ﹤0.01% 1857
2022
Q3 		$124K Buy
5,500
+176
+3% +$4.7K ﹤0.01% 1876
2022
Q2 		$148K Buy
5,324
+1,451
+37% +$45.3K ﹤0.01% 1747
2022
Q1 		$133K Sell
3,873
-721
-16% -$25.5K ﹤0.01% 1865
2021
Q4 		$169K Sell
4,594
-223
-5% -$8.55K ﹤0.01% 1711
2021
Q3 		$191K Buy
4,817
+446
+10% +$18K ﹤0.01% 1601
2021
Q2 		$185K Buy
4,371
+4,050
+1,262% +$173K ﹤0.01% 1535
2021
Q1 		$13K Hold
321
– – ﹤0.01% 2490
2020
Q4 		$12K Hold
321
– – ﹤0.01% 2185
2020
Q3 		$10K Hold
321
– – ﹤0.01% 2022
2020
Q2 		$11K Hold
321
– – ﹤0.01% 1872
2020
Q1 		$9K Sell
321
-39
-11% -$1.77K ﹤0.01% 1779
2019
Q4 		$19K Hold
360
– – ﹤0.01% 1414
2019
Q3 		$18K Buy
+360
New +$18.1K ﹤0.01% 1252

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's SDIV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Global X SuperDividend ETF (SDIV) stake by 49% in Q2 2026, selling an estimated $15.3K and leaving 618 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Rockefeller Capital Management first reported a position in SDIV in Q3 2019 and has held it in 28 quarters since. The position peaked at $576K in Q3 2025. 118 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Rockefeller Capital Management held 618 shares of Global X SuperDividend ETF worth $15.1K as of Q2 2026.
  • Rockefeller Capital Management sold 605 Global X SuperDividend ETF shares in Q2 2026, an estimated $15.3K.
  • Global X SuperDividend ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3840 holding.
  • Rockefeller Capital Management first reported a position in Global X SuperDividend ETF in Q3 2019 and has held it in 28 quarters since.
  • Rockefeller Capital Management's Global X SuperDividend ETF position peaked at $576K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.