Rockefeller Capital Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Hold	1,080	–	–	﹤0.01%	2494
2026 Q1	$203K	Sell	1,080 -438	-29%	-$76.8K	﹤0.01%	2486
2025 Q4	$233K	Sell	1,518 -90	-6%	-$13.4K	﹤0.01%	2291
2025 Q3	$225K	Buy	+1,608	New	+$206K	﹤0.01%	2172

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Rockefeller Capital Management held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2026 at 1,080 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Rockefeller Capital Management first reported a position in XTL in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Rockefeller Capital Management held 1,080 shares of State Street SPDR S&P Telecom ETF worth $246K as of Q2 2026.
Rockefeller Capital Management left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2494 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Telecom ETF in Q3 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

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