Rockefeller Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Rockefeller Capital Management’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	19,296 +571	+3%	+$50.3K	﹤0.01%	1449
2026 Q1	$1.48M	Sell	18,725 -67	-0.4%	-$5.53K	﹤0.01%	1431
2025 Q4	$1.55M	Buy	18,792 +5,198	+38%	+$425K	﹤0.01%	1361
2025 Q3	$1.1M	Buy	+13,594	New	+$1.06M	﹤0.01%	1383
2022 Q3	–	Sell	-490	Closed	-$22K	–	4342
2022 Q2	$22K	Buy	+490	New	+$24.7K	﹤0.01%	2694

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3% in Q2 2026, buying an estimated $50.3K and bringing the position to 19,296 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Rockefeller Capital Management first reported a position in SPTM in Q2 2022 and has held it in 5 quarters since. 781 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Rockefeller Capital Management held 19,296 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.75M as of Q2 2026.
Rockefeller Capital Management bought 571 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $50.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1449 holding.
Rockefeller Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 5 quarters since.
781 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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