SFC
ROKT icon

SYM Financial Corp’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

SYM Financial Corp’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
2024
Q1 		– Sell
-1,000
Closed -$44.7K – 181
2023
Q4 		$44.7K Hold
1,000
– – 0.01% 140
2023
Q3 		$39.4K Buy
+1,000
New +$42.3K 0.01% 135

Other funds holding ROKT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SYM Financial Corp's ROKT Position: Q1 2024 in Review

SYM Financial Corp sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q1 2024, closing a stake of 1,000 shares — an estimated $44.7K sold.

SYM Financial Corp first reported a position in ROKT in Q3 2023 and held it in 2 quarters. The position peaked at $44.7K in Q4 2023. 11 funds tracked by Wall St. Rank hold ROKT as of Q1 2024.

  • SYM Financial Corp reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q1 2024 after selling out during the quarter.
  • SYM Financial Corp sold 1,000 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q1 2024, an estimated $44.7K.
  • SYM Financial Corp first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q3 2023 and held it in 2 quarters.
  • SYM Financial Corp's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $44.7K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2024.

Based on SYM Financial Corp's 13F filing for Q1 2024, filed 6 May 2024.