Rockefeller Capital Management
SPIP icon

Rockefeller Capital Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Rockefeller Capital Management’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Buy
4,778
+1,787
+60% +$46.3K ﹤0.01% 2872
2026
Q1 		$77.8K Sell
2,991
-78
-3% -$2.04K ﹤0.01% 3017
2025
Q4 		$79.6K Sell
3,069
-697
-19% -$18.3K ﹤0.01% 2829
2025
Q3 		$99.1K Buy
+3,766
New +$98.4K ﹤0.01% 2582
2023
Q1 		– Sell
-26,611
Closed -$685K – 3645
2022
Q4 		$685K Buy
26,611
+26,375
+11,176% +$680K ﹤0.01% 1154
2022
Q3 		$5K Sell
236
-10,300
-98% -$282K ﹤0.01% 3356
2022
Q2 		$289K Buy
10,536
+129
+1% +$3.71K ﹤0.01% 1479
2022
Q1 		$314K Buy
10,407
+10,131
+3,671% +$310K ﹤0.01% 1508
2021
Q4 		$8K Sell
276
-127
-32% -$3.99K ﹤0.01% 3101
2021
Q3 		$12K Buy
403
+167
+71% +$5.24K ﹤0.01% 2812
2021
Q2 		$7K Hold
236
– – ﹤0.01% 2933
2021
Q1 		$7K Hold
236
– – ﹤0.01% 2781
2020
Q4 		$7K Hold
236
– – ﹤0.01% 2347
2020
Q3 		$7K Hold
236
– – ﹤0.01% 2127
2020
Q2 		$7K Hold
236
– – ﹤0.01% 2009
2020
Q1 		$7K Hold
236
– – ﹤0.01% 1865
2019
Q4 		$7K Hold
236
– – ﹤0.01% 1712
2019
Q3 		$7K Buy
+236
New +$6.72K ﹤0.01% 1542

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 60% in Q2 2026, buying an estimated $46.3K and bringing the position to 4,778 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Rockefeller Capital Management first reported a position in SPIP in Q3 2019 and has held it in 18 quarters since. The position peaked at $685K in Q4 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Rockefeller Capital Management held 4,778 shares of State Street SPDR Portfolio TIPS ETF worth $123K as of Q2 2026.
  • Rockefeller Capital Management bought 1,787 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $46.3K.
  • State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2872 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's State Street SPDR Portfolio TIPS ETF position peaked at $685K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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