Spire Wealth Management
ROKT icon

Spire Wealth Management’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Spire Wealth Management’s Portfolio ROKT Stock Details ROKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4K Hold
167
– – ﹤0.01% 1436
2026
Q2 		$20K Buy
+167
New +$19.4K ﹤0.01% 1441

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US Bancorp
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WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Endowment Wealth Management
Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return
Curran Financial Partners
Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Flagship Private Wealth
Flagship Private Wealth Woburn, Massachusetts $285M AUM 14.49% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Spire Wealth Management's ROKT Position: Q3 2026 in Review

Spire Wealth Management held its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) position steady in Q3 2026 at 167 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Spire Wealth Management first reported a position in ROKT in Q2 2026 and has held it in 2 quarters since. The position peaked at $20K in Q2 2026. 25 funds tracked by Wall St. Rank hold ROKT as of Q3 2026.

  • Spire Wealth Management held 167 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $17.4K as of Q3 2026.
  • Spire Wealth Management left its State Street SPDR S&P Kensho Final Frontiers ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1436 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q2 2026 and has held it in 2 quarters since.
  • Spire Wealth Management's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $20K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.