Rockefeller Capital Management
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Rockefeller Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.36% in Q1 2026, selling an estimated $5.53K and leaving 18,725 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Rockefeller Capital Management first reported a position in SPTM in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Rockefeller Capital Management held 18,725 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.48M as of Q1 2026.
  • Rockefeller Capital Management sold 67 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $5.53K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1431 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 4 quarters since.
  • Rockefeller Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.55M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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