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Sterling Investment Advisors (Pennsylvania)’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio TSPA Stock Details TSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Hold
8,975
– – 0.07% 160
2026
Q1 		$367K Buy
8,975
+475
+6% +$20.3K 0.07% 159
2025
Q4 		$364K Buy
+8,500
New +$361K 0.07% 158
2025
Q3 		– Sell
-6,300
Closed -$245K – 206
2025
Q2 		$245K Hold
6,300
– – 0.05% 168
2025
Q1 		$222K Buy
+6,300
New +$233K 0.05% 164

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TSPA Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 8,975 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #160.

Sterling Investment Advisors (Pennsylvania) first reported a position in TSPA in Q1 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 8,975 shares of T. Rowe Price US Equity Research ETF worth $427K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
  • T. Rowe Price US Equity Research ETF made up 0.07% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #160 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.