Rockefeller Capital Management
SPSB icon

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

Rockefeller Capital Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.1M Buy
668,001
+62,368
+10% +$1.88M 0.04% 444
2025
Q4 		$18.3M Buy
605,633
+30,507
+5% +$922K 0.03% 461
2025
Q3 		$17.4M Buy
575,126
+30,855
+6% +$931K 0.03% 458
2025
Q2 		$16.4M Sell
544,271
-103,954
-16% -$3.12M 0.04% 446
2025
Q1 		$19.5M Buy
648,225
+16,282
+3% +$488K 0.05% 375
2024
Q4 		$18.9M Buy
631,943
+14,144
+2% +$424K 0.05% 361
2024
Q3 		$18.7M Buy
617,799
+19,607
+3% +$588K 0.05% 359
2024
Q2 		$17.8M Buy
598,192
+493,040
+469% +$14.6M 0.05% 356
2024
Q1 		$3.13M Buy
105,152
+94,477
+885% +$2.81M 0.01% 847
2023
Q4 		$318K Buy
+10,675
New +$314K ﹤0.01% 1455
2023
Q3 		– Sell
-8,806
Closed -$259K – 1793
2023
Q2 		$259K Sell
8,806
-180
-2% -$5.31K ﹤0.01% 1561
2023
Q1 		$266K Sell
8,986
-4,630
-34% -$137K ﹤0.01% 1652
2022
Q4 		$400K Buy
13,616
+3,684
+37% +$108K ﹤0.01% 1361
2022
Q3 		$290K Sell
9,932
-23,793
-71% -$706K ﹤0.01% 1483
2022
Q2 		$1M Buy
33,725
+31,933
+1,782% +$954K 0.01% 995
2022
Q1 		$54K Sell
1,792
-86
-5% -$2.62K ﹤0.01% 2270
2021
Q4 		$58K Buy
1,878
+758
+68% +$23.5K ﹤0.01% 2152
2021
Q3 		$35K Sell
1,120
-3,092
-73% -$96.7K ﹤0.01% 2318
2021
Q2 		$131K Buy
4,212
+2,454
+140% +$76.8K ﹤0.01% 1679
2021
Q1 		$55K Buy
1,758
+1,324
+305% +$41.5K ﹤0.01% 1852
2020
Q4 		$13K Hold
434
– – ﹤0.01% 2161
2020
Q3 		$13K Sell
434
-14,193
-97% -$445K ﹤0.01% 1945
2020
Q2 		$458K Buy
14,627
+12,948
+771% +$401K ﹤0.01% 731
2020
Q1 		$51K Hold
1,679
– – ﹤0.01% 1229
2019
Q4 		$52K Buy
+1,679
New +$51.8K ﹤0.01% 1139

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q1 2026, buying an estimated $1.88M and bringing the position to 668,001 shares worth $20.1M. The position accounts for 0.04% of the portfolio, ranked #444.

Rockefeller Capital Management first reported a position in SPSB in Q4 2019 and has held it in 25 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Rockefeller Capital Management held 668,001 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $20.1M as of Q1 2026.
  • Rockefeller Capital Management bought 62,368 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.88M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #444 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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