Rockefeller Capital Management
XLF icon

Rockefeller Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rockefeller Capital Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.7M Buy
1,917,275
+21,093
+1% +$1.1M 0.17% 116
2025
Q4 		$104M Buy
1,896,182
+131,327
+7% +$7M 0.19% 105
2025
Q3 		$95.1M Buy
1,764,855
+26,832
+2% +$1.42M 0.19% 102
2025
Q2 		$93M Buy
1,738,023
+58,579
+3% +$2.9M 0.2% 101
2025
Q1 		$83.7M Buy
1,679,444
+222,886
+15% +$11.2M 0.21% 100
2024
Q4 		$70.3M Buy
1,456,558
+216,490
+17% +$10.5M 0.18% 114
2024
Q3 		$56.2M Sell
1,240,068
-70,587
-5% -$3.08M 0.15% 146
2024
Q2 		$53.9M Sell
1,310,655
-162,634
-11% -$6.69M 0.15% 141
2024
Q1 		$62.1M Sell
1,473,289
-34,863
-2% -$1.38M 0.18% 126
2023
Q4 		$56.7M Buy
1,508,152
+41,335
+3% +$1.43M 0.19% 125
2023
Q3 		$48.7M Buy
1,466,817
+63,925
+5% +$2.2M 0.19% 128
2023
Q2 		$47.1M Sell
1,402,892
-87,458
-6% -$2.85M 0.18% 142
2023
Q1 		$47.9M Buy
1,490,350
+101,084
+7% +$3.51M 0.21% 119
2022
Q4 		$47.5M Sell
1,389,266
-18,159
-1% -$614K 0.24% 107
2022
Q3 		$42.7M Buy
1,407,425
+113,201
+9% +$3.74M 0.22% 97
2022
Q2 		$40.7M Sell
1,294,224
-213,381
-14% -$7.37M 0.22% 101
2022
Q1 		$57.8M Buy
1,507,605
+63,619
+4% +$2.49M 0.28% 86
2021
Q4 		$56.4M Buy
1,443,986
+222,752
+18% +$8.76M 0.26% 86
2021
Q3 		$45.8M Buy
1,221,234
+131,036
+12% +$4.9M 0.24% 97
2021
Q2 		$40M Buy
1,090,198
+92,086
+9% +$3.37M 0.23% 100
2021
Q1 		$34M Buy
998,112
+248,862
+33% +$7.99M 0.23% 103
2020
Q4 		$22.1M Buy
749,250
+94,624
+14% +$2.53M 0.17% 144
2020
Q3 		$15.8M Buy
654,626
+37,157
+6% +$904K 0.15% 149
2020
Q2 		$14.3M Buy
617,469
+59,825
+11% +$1.36M 0.15% 143
2020
Q1 		$11.6M Buy
557,644
+270,254
+94% +$7.44M 0.15% 142
2019
Q4 		$8.85M Buy
287,390
+21,987
+8% +$645K 0.11% 165
2019
Q3 		$7.43M Buy
265,403
+142,704
+116% +$3.94M 0.1% 152
2019
Q2 		$3.39M Sell
122,699
-179,331
-59% -$4.86M 0.05% 197
2019
Q1 		$7.76M Buy
+302,030
New +$7.8M 0.11% 135
2018
Q4 		– Sell
-450
Closed -$12K – 921
2018
Q3 		$12K Hold
450
– – ﹤0.01% 560
2018
Q2 		$12K Hold
450
– – ﹤0.01% 581
2018
Q1 		$12K Buy
+450
New +$13K ﹤0.01% 491

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockefeller Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q1 2026, buying an estimated $1.1M and bringing the position to 1,917,275 shares worth $94.7M. The position accounts for 0.17% of the portfolio, ranked #116.

Rockefeller Capital Management first reported a position in XLF in Q1 2018 and has held it in 32 quarters since. The position peaked at $104M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Rockefeller Capital Management held 1,917,275 shares of State Street Financial Select Sector SPDR ETF worth $94.7M as of Q1 2026.
  • Rockefeller Capital Management bought 21,093 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.1M.
  • State Street Financial Select Sector SPDR ETF made up 0.17% of Rockefeller Capital Management's portfolio in Q1 2026, its #116 holding.
  • Rockefeller Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
  • Rockefeller Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $104M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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