Rockefeller Capital Management
SPXZ

Rockefeller Capital Management’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Rockefeller Capital Management’s Portfolio SPXZ Stock Details SPXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed – – 4090
2021
Q3 		$0 Buy
+1
New +$18 ﹤0.01% 3926
2021
Q2 		– Sell
-4,500
Closed -$94K – 3674
2021
Q1 		$94K Buy
+4,500
New +$109K ﹤0.01% 1628

Other funds holding SPXZ

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rockefeller Capital Management's SPXZ Position: Q4 2021 in Review

Rockefeller Capital Management sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q4 2021, closing a stake of 1 share.

Rockefeller Capital Management first reported a position in SPXZ in Q1 2021 and held it in 2 quarters. The position peaked at $94K in Q1 2021. 8 funds tracked by Wall St. Rank hold SPXZ as of Q4 2021.

  • Rockefeller Capital Management reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q4 2021 after selling out during the quarter.
  • Rockefeller Capital Management sold 1 Morgan Creek Exos SPAC Originated ETF share in Q4 2021.
  • Rockefeller Capital Management first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 2 quarters.
  • Rockefeller Capital Management's Morgan Creek Exos SPAC Originated ETF position peaked at $94K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q4 2021.

Based on Rockefeller Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.