Rockefeller Capital Management
SPYM

Rockefeller Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Rockefeller Capital Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Buy
176,593
+31,570
+22% +$2.53M 0.02% 571
2025
Q4 		$11.6M Buy
145,023
+15,771
+12% +$1.25M 0.02% 619
2025
Q3 		$10.1M Buy
129,252
+143
+0.1% +$10.8K 0.02% 621
2025
Q2 		$9.38M Buy
129,109
+8,796
+7% +$591K 0.02% 623
2025
Q1 		$7.91M Buy
120,313
+7,291
+6% +$504K 0.02% 629
2024
Q4 		$7.79M Buy
113,022
+7,184
+7% +$498K 0.02% 608
2024
Q3 		$7.15M Buy
105,838
+59,582
+129% +$3.87M 0.02% 618
2024
Q2 		$2.96M Sell
46,256
-108,955
-70% -$6.71M 0.01% 850
2024
Q1 		$9.55M Buy
155,211
+128,303
+477% +$7.51M 0.03% 519
2023
Q4 		$1.5M Buy
+26,908
New +$1.41M 0.01% 1010
2023
Q3 		– Sell
-7,123
Closed -$371K – 1791
2023
Q2 		$371K Buy
7,123
+1,910
+37% +$94.3K ﹤0.01% 1455
2023
Q1 		$251K Buy
5,213
+1,331
+34% +$62.4K ﹤0.01% 1687
2022
Q4 		$174K Buy
3,882
+208
+6% +$9.4K ﹤0.01% 1728
2022
Q3 		$154K Buy
3,674
+1,218
+50% +$56.9K ﹤0.01% 1770
2022
Q2 		$108K Sell
2,456
-392
-14% -$18.9K ﹤0.01% 1907
2022
Q1 		$151K Buy
2,848
+278
+11% +$14.6K ﹤0.01% 1809
2021
Q4 		$143K Buy
2,570
+1,720
+202% +$92.9K ﹤0.01% 1780
2021
Q3 		$42K Hold
850
– – ﹤0.01% 2221
2021
Q2 		$42K Hold
850
– – ﹤0.01% 2157
2021
Q1 		$39K Sell
850
-67
-7% -$3.04K ﹤0.01% 1996
2020
Q4 		$40K Hold
917
– – ﹤0.01% 1748
2020
Q3 		$36K Buy
+917
New +$35.7K ﹤0.01% 1604

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q1 2026, buying an estimated $2.53M and bringing the position to 176,593 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #571.

Rockefeller Capital Management first reported a position in SPYM in Q3 2020 and has held it in 22 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Rockefeller Capital Management held 176,593 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.5M as of Q1 2026.
  • Rockefeller Capital Management bought 31,570 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.53M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #571 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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