Rockefeller Capital Management’s Syntax Stratified LargeCap ETF SSPY Stock Holding History

Rockefeller Capital Management’s Portfolio SSPY Stock Details SSPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Buy	+2,447	New	+$221K	﹤0.01%	2448

Other funds holding SSPY

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPW

PACK Private Wealth Wayzata, Minnesota $218M AUM 19.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management opened a new position in Syntax Stratified LargeCap ETF (SSPY) in Q1 2026: 2,447 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2448 among its holdings.

14 funds tracked by Wall St. Rank hold SSPY as of Q1 2026.

Rockefeller Capital Management held 2,447 shares of Syntax Stratified LargeCap ETF worth $216K as of Q1 2026.
Syntax Stratified LargeCap ETF was a new Rockefeller Capital Management position in Q1 2026.
Syntax Stratified LargeCap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2448 holding.
14 funds tracked by Wall St. Rank held Syntax Stratified LargeCap ETF as of Q1 2026.

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