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 Q3	$1.49M	Sell	16,137 -3,159	-16%	-$291K	﹤0.01%	1545
2026 Q2	$1.75M	Buy	19,296 +571	+3%	+$50.2K	﹤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 $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rockefeller Capital Management's SPTM Position: Q3 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 16% in Q3 2026, selling an estimated $291K and leaving 16,137 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Rockefeller Capital Management first reported a position in SPTM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.75M in Q2 2026. 706 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Rockefeller Capital Management held 16,137 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.49M as of Q3 2026.
Rockefeller Capital Management sold 3,159 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $291K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1545 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 6 quarters since.
Rockefeller Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.75M in Q2 2026.
706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.