Rockefeller Capital Management
SPIB icon

Rockefeller Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Rockefeller Capital Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Buy
99,368
+8,480
+9% +$284K 0.01% 1154
2026
Q1 		$3.05M Buy
90,888
+8,121
+10% +$274K 0.01% 1110
2025
Q4 		$2.8M Buy
82,767
+38,688
+88% +$1.31M 0.01% 1106
2025
Q3 		$1.49M Buy
44,079
+3,320
+8% +$112K ﹤0.01% 1264
2025
Q2 		$1.37M Sell
40,759
-1,573
-4% -$52.1K ﹤0.01% 1229
2025
Q1 		$1.41M Buy
42,332
+3,138
+8% +$103K ﹤0.01% 1159
2024
Q4 		$1.28M Buy
39,194
+6,016
+18% +$199K ﹤0.01% 1172
2024
Q3 		$1.12M Sell
33,178
-3,697
-10% -$123K ﹤0.01% 1198
2024
Q2 		$1.2M Sell
36,875
-2,802
-7% -$90.8K ﹤0.01% 1151
2024
Q1 		$1.3M Sell
39,677
-3,667
-8% -$120K ﹤0.01% 1167
2023
Q4 		$1.42M Sell
43,344
-2,714
-6% -$86.2K ﹤0.01% 1030
2023
Q3 		$1.45M Sell
46,058
-8,334
-15% -$265K 0.01% 961
2023
Q2 		$1.75M Sell
54,392
-3,638
-6% -$117K 0.01% 891
2023
Q1 		$1.89M Sell
58,030
-2,699
-4% -$87.1K 0.01% 835
2022
Q4 		$1.93M Sell
60,729
-2,165
-3% -$68.5K 0.01% 757
2022
Q3 		$1.97M Buy
62,894
+5,088
+9% +$166K 0.01% 766
2022
Q2 		$1.89M Buy
57,806
+2,691
+5% +$89K 0.01% 784
2022
Q1 		$1.88M Sell
55,115
-18,879
-26% -$661K 0.01% 818
2021
Q4 		$2.67M Buy
73,994
+24,343
+49% +$882K 0.01% 715
2021
Q3 		$1.81M Buy
49,651
+10,016
+25% +$368K 0.01% 787
2021
Q2 		$1.45M Buy
39,635
+37,416
+1,686% +$1.37M 0.01% 804
2021
Q1 		$80K Buy
2,219
+257
+13% +$9.43K ﹤0.01% 1702
2020
Q4 		$72K Buy
1,962
+11
+0.6% +$406 ﹤0.01% 1563
2020
Q3 		$71K Buy
1,951
+9
+0.5% +$331 ﹤0.01% 1393
2020
Q2 		$71K Buy
1,942
+12
+0.6% +$427 ﹤0.01% 1301
2020
Q1 		$66K Buy
1,930
+8
+0.4% +$281 ﹤0.01% 1155
2019
Q4 		$68K Buy
1,922
+17
+0.9% +$599 ﹤0.01% 1073
2019
Q3 		$67K Buy
1,905
+14
+0.7% +$491 ﹤0.01% 897
2019
Q2 		$66K Buy
1,891
+132
+8% +$4.53K ﹤0.01% 771
2019
Q1 		$60K Buy
1,759
+967
+122% +$32.5K ﹤0.01% 874
2018
Q4 		$26K Buy
+792
New +$26.1K ﹤0.01% 598

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.3% in Q2 2026, buying an estimated $284K and bringing the position to 99,368 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1154.

Rockefeller Capital Management first reported a position in SPIB in Q4 2018 and has held it in 31 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Rockefeller Capital Management held 99,368 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.32M as of Q2 2026.
  • Rockefeller Capital Management bought 8,480 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $284K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1154 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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