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 Q2	$17.1M	Buy	194,935 +18,342	+10%	+$1.56M	0.03%	531
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Rockefeller Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, buying an estimated $1.56M and bringing the position to 194,935 shares worth $17.1M. The position accounts for 0.03% of the portfolio, ranked #531.

Rockefeller Capital Management first reported a position in SPYM in Q3 2020 and has held it in 23 quarters since. 1,728 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rockefeller Capital Management held 194,935 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.1M as of Q2 2026.
Rockefeller Capital Management bought 18,342 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.56M.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #531 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 23 quarters since.
1,728 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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