Rockefeller Capital Management

Rockefeller Capital Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Rockefeller Capital Management’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,788	Closed	-$139K	–	4830
2025 Q3	$139K	Buy	+2,788	New	+$136K	﹤0.01%	2405
2023 Q1	–	Sell	-700	Closed	-$24K	–	3638
2022 Q4	$24K	Sell	700 -22	-3%	-$725	﹤0.01%	2737
2022 Q3	$20K	Sell	722 -33	-4%	-$1.07K	﹤0.01%	2780
2022 Q2	$24K	Buy	755 +740	+4,933%	+$26.7K	﹤0.01%	2645
2022 Q1	$0	Sell	15 -181	-92%	-$7.24K	﹤0.01%	4052
2021 Q4	$8K	Buy	+196	New	+$8.28K	﹤0.01%	3100

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Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

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Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return