Rockefeller Capital Management
SPEM icon

Rockefeller Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Rockefeller Capital Management’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Sell
420,244
-1,736
-0.4% -$84.6K 0.04% 448
2025
Q4 		$19.8M Buy
421,980
+26,071
+7% +$1.23M 0.04% 442
2025
Q3 		$18.5M Buy
395,909
+1,271
+0.3% +$56.5K 0.04% 435
2025
Q2 		$17M Buy
394,638
+17,539
+5% +$708K 0.04% 436
2025
Q1 		$14.8M Buy
377,099
+1,550
+0.4% +$60.8K 0.04% 445
2024
Q4 		$14.4M Sell
375,549
-3,357
-0.9% -$135K 0.04% 432
2024
Q3 		$15.6M Sell
378,906
-3,086
-0.8% -$118K 0.04% 409
2024
Q2 		$14.4M Sell
381,992
-54,283
-12% -$2.02M 0.04% 407
2024
Q1 		$15.8M Buy
436,275
+31,403
+8% +$1.1M 0.05% 393
2023
Q4 		$14.3M Buy
404,872
+37,327
+10% +$1.27M 0.05% 367
2023
Q3 		$12.3M Buy
367,545
+19,275
+6% +$666K 0.05% 369
2023
Q2 		$12M Buy
348,270
+68,804
+25% +$2.35M 0.05% 385
2023
Q1 		$9.54M Buy
279,466
+264,982
+1,829% +$9.11M 0.04% 419
2022
Q4 		$477K Sell
14,484
-2,637
-15% -$85.4K ﹤0.01% 1305
2022
Q3 		$531K Sell
17,121
-30
-0.2% -$1.02K ﹤0.01% 1242
2022
Q2 		$596K Buy
17,151
+172
+1% +$6.21K ﹤0.01% 1192
2022
Q1 		$656K Sell
16,979
-149
-0.9% -$6K ﹤0.01% 1211
2021
Q4 		$710K Buy
17,128
+485
+3% +$20.7K ﹤0.01% 1184
2021
Q3 		$707K Buy
16,643
+1,500
+10% +$65.1K ﹤0.01% 1134
2021
Q2 		$689K Buy
15,143
+14,873
+5,509% +$666K ﹤0.01% 1065
2021
Q1 		$11K Hold
270
– – ﹤0.01% 2553
2020
Q4 		$11K Hold
270
– – ﹤0.01% 2210
2020
Q3 		$9K Sell
270
-270
-50% -$9.85K ﹤0.01% 2046
2020
Q2 		$18K Hold
540
– – ﹤0.01% 1710
2020
Q1 		$15K Hold
540
– – ﹤0.01% 1622
2019
Q4 		$20K Buy
+540
New +$19.5K ﹤0.01% 1398

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Rockefeller Capital Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.41% in Q1 2026, selling an estimated $84.6K and leaving 420,244 shares worth $19.7M. The position accounts for 0.04% of the portfolio, ranked #448.

Rockefeller Capital Management first reported a position in SPEM in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.8M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Rockefeller Capital Management held 420,244 shares of State Street SPDR Portfolio Emerging Markets ETF worth $19.7M as of Q1 2026.
  • Rockefeller Capital Management sold 1,736 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $84.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #448 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $19.8M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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