Rockefeller Capital Management
SPMD icon

Rockefeller Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rockefeller Capital Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.7M Buy
384,005
+40,275
+12% +$2.45M 0.04% 414
2025
Q4 		$19.9M Buy
343,730
+51,423
+18% +$2.95M 0.04% 439
2025
Q3 		$16.7M Buy
292,307
+6,351
+2% +$358K 0.03% 470
2025
Q2 		$15.6M Buy
285,956
+26,994
+10% +$1.39M 0.03% 462
2025
Q1 		$13.3M Sell
258,962
-7,625
-3% -$416K 0.03% 483
2024
Q4 		$14.6M Buy
266,587
+173,919
+188% +$9.79M 0.04% 427
2024
Q3 		$5.07M Buy
92,668
+34,848
+60% +$1.84M 0.01% 698
2024
Q2 		$2.97M Buy
57,820
+14,717
+34% +$759K 0.01% 848
2024
Q1 		$2.3M Buy
43,103
+1,558
+4% +$77.5K 0.01% 950
2023
Q4 		$2.02M Sell
41,545
-28
-0.1% -$1.25K 0.01% 905
2023
Q3 		$1.82M Buy
41,573
+34,268
+469% +$1.58M 0.01% 876
2023
Q2 		$335K Sell
7,305
-76,136
-91% -$3.33M ﹤0.01% 1484
2023
Q1 		$3.67M Buy
83,441
+74,548
+838% +$3.34M 0.02% 639
2022
Q4 		$377K Sell
8,893
-229
-3% -$9.72K ﹤0.01% 1381
2022
Q3 		$351K Buy
9,122
+71
+0.8% +$3.01K ﹤0.01% 1399
2022
Q2 		$359K Buy
9,051
+2,481
+38% +$108K ﹤0.01% 1396
2022
Q1 		$309K Buy
6,570
+992
+18% +$46.4K ﹤0.01% 1515
2021
Q4 		$277K Buy
+5,578
New +$272K ﹤0.01% 1530
2021
Q3 		– Sell
-14
Closed – – 3839
2021
Q2 		$0 Sell
14
-11
-44% -$522 ﹤0.01% 3593
2021
Q1 		$1K Buy
25
+14
+127% +$614 ﹤0.01% 3202
2020
Q4 		$0 Sell
11
-17
-61% -$630 ﹤0.01% 2997
2020
Q3 		$0 Buy
+28
New +$920 ﹤0.01% 2779

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, buying an estimated $2.45M and bringing the position to 384,005 shares worth $22.7M. The position accounts for 0.04% of the portfolio, ranked #414.

Rockefeller Capital Management first reported a position in SPMD in Q3 2020 and has held it in 22 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Rockefeller Capital Management held 384,005 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $22.7M as of Q1 2026.
  • Rockefeller Capital Management bought 40,275 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.45M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #414 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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