Rockefeller Capital Management
SPBO icon

Rockefeller Capital Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Rockefeller Capital Management’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
13,035
+40
+0.3% +$1.16K ﹤0.01% 2235
2026
Q1 		$377K Hold
12,995
– – ﹤0.01% 2135
2025
Q4 		$381K Hold
12,995
– – ﹤0.01% 2045
2025
Q3 		$385K Hold
12,995
– – ﹤0.01% 1901
2025
Q2 		$380K Hold
12,995
– – ﹤0.01% 1616
2025
Q1 		$377K Sell
12,995
-235
-2% -$6.78K ﹤0.01% 1553
2024
Q4 		$379K Buy
13,230
+1,739
+15% +$50.8K ﹤0.01% 1546
2024
Q3 		$345K Sell
11,491
-41
-0.4% -$1.21K ﹤0.01% 1526
2024
Q2 		$331K Buy
11,532
+41
+0.4% +$1.17K ﹤0.01% 1532
2024
Q1 		$335K Hold
11,491
– – ﹤0.01% 1565
2023
Q4 		$338K Hold
11,491
– – ﹤0.01% 1435
2023
Q3 		$317K Hold
11,491
– – ﹤0.01% 1404
2023
Q2 		$332K Hold
11,491
– – ﹤0.01% 1487
2023
Q1 		$336K Hold
11,491
– – ﹤0.01% 1524
2022
Q4 		$326K Sell
11,491
-520
-4% -$14.7K ﹤0.01% 1438
2022
Q3 		$333K Buy
12,011
+11,496
+2,232% +$340K ﹤0.01% 1425
2022
Q2 		$15K Sell
515
-4,036
-89% -$122K ﹤0.01% 2910
2022
Q1 		$145K Sell
4,551
-4,947
-52% -$163K ﹤0.01% 1828
2021
Q4 		$330K Sell
9,498
-3,818
-29% -$134K ﹤0.01% 1464
2021
Q3 		$467K Sell
13,316
-2,497
-16% -$88.8K ﹤0.01% 1284
2021
Q2 		$559K Sell
15,813
-3,192
-17% -$111K ﹤0.01% 1159
2021
Q1 		$654K Buy
+19,005
New +$667K ﹤0.01% 935

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.31% in Q2 2026, buying an estimated $1.16K and bringing the position to 13,035 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Rockefeller Capital Management first reported a position in SPBO in Q1 2021 and has held it in 22 quarters since. The position peaked at $654K in Q1 2021. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Rockefeller Capital Management held 13,035 shares of State Street SPDR Portfolio Corporate Bond ETF worth $379K as of Q2 2026.
  • Rockefeller Capital Management bought 40 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.16K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2235 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Rockefeller Capital Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $654K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

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