Rockefeller Capital Management
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Rockefeller Capital Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Rockefeller Capital Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
11,059
+3,079
+39% +$305K ﹤0.01% 1580
2025
Q4 		$752K Buy
7,980
+5,046
+172% +$476K ﹤0.01% 1692
2025
Q3 		$277K Buy
+2,934
New +$270K ﹤0.01% 2063
2023
Q1 		– Sell
-930
Closed -$66K – 3618
2022
Q4 		$66K Buy
930
+206
+28% +$15.2K ﹤0.01% 2246
2022
Q3 		$48K Buy
724
+194
+37% +$14.6K ﹤0.01% 2374
2022
Q2 		$37K Sell
530
-398
-43% -$30.2K ﹤0.01% 2430
2022
Q1 		$77K Buy
928
+25
+3% +$2.11K ﹤0.01% 2104
2021
Q4 		$82K Sell
903
-27
-3% -$2.46K ﹤0.01% 2020
2021
Q3 		$80K Buy
930
+400
+75% +$35.3K ﹤0.01% 1953
2021
Q2 		$46K Buy
530
+388
+273% +$33.8K ﹤0.01% 2118
2021
Q1 		$11K Sell
142
-142
-50% -$12.1K ﹤0.01% 2551
2020
Q4 		$21K Buy
+284
New +$19.4K ﹤0.01% 1995
2020
Q2 		– Sell
-80
Closed -$4K – 2679
2020
Q1 		$4K Sell
80
-3,070
-97% -$181K ﹤0.01% 2035
2019
Q4 		$203K Buy
3,150
+3,070
+3,838% +$189K ﹤0.01% 766
2019
Q3 		$5K Hold
80
– – ﹤0.01% 1640
2019
Q2 		$5K Buy
+80
New +$4.81K ﹤0.01% 1435

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Rockefeller Capital Management's SLYG Position: Q1 2026 in Review

Rockefeller Capital Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 39% in Q1 2026, buying an estimated $305K and bringing the position to 11,059 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Rockefeller Capital Management first reported a position in SLYG in Q2 2019 and has held it in 16 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Rockefeller Capital Management held 11,059 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.07M as of Q1 2026.
  • Rockefeller Capital Management bought 3,079 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $305K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1580 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2019 and has held it in 16 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.