Rockefeller Capital Management
SPGM icon

Rockefeller Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Rockefeller Capital Management’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.1K Buy
748
+2
+0.3% +$167 ﹤0.01% 3237
2026
Q1 		$56.5K Sell
746
-217
-23% -$17K ﹤0.01% 3209
2025
Q4 		$73.9K Sell
963
-58
-6% -$4.41K ﹤0.01% 2874
2025
Q3 		$76.5K Buy
+1,021
New +$73.2K ﹤0.01% 2713
2022
Q3 		– Sell
-22
Closed -$1K – 4340
2022
Q2 		$1K Hold
22
– – ﹤0.01% 4015
2022
Q1 		$1K Buy
+22
New +$1.2K ﹤0.01% 3779

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.27% in Q2 2026, buying an estimated $167 and bringing the position to 748 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

Rockefeller Capital Management first reported a position in SPGM in Q1 2022 and has held it in 6 quarters since. The position peaked at $76.5K in Q3 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Rockefeller Capital Management held 748 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $64.1K as of Q2 2026.
  • Rockefeller Capital Management bought 2 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $167.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3237 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2022 and has held it in 6 quarters since.
  • Rockefeller Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $76.5K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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