State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
8 hedge funds and large institutions have $1.28M invested in State Street SPDR S&P Kensho Final Frontiers ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
1.68% less ownership
Funds ownership: 8.53% → 6.85% (-1.7%)
11% less funds holding
Funds holding: 9 → 8 (-1)
25% less capital invested
Capital invested by funds: $1.7M → $1.28M (-$422K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$688K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$237K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$66K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.94K |
| 5 |
Morgan Stanley
New York
|
+$1.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
-$1.09M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$254K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$56 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
1
WealthBridge Capital Management
Westerville,
Ohio
| $650K | +$688K | +12,178 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $422K | +$237K | +4,198 | +113% |
|
|
OIA
3
Optimum Investment Advisors
Chicago,
Illinois
| $80K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $78K | +$66K | +1,168 | +400% |
|
|
NSIM
5
North Star Investment Management
Chicago,
Illinois
| $18.9K | – | – | – |
|
|
6
Morgan Stanley
New York
| $18.2K | +$1.75K | +31 | +10% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $9.29K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $2.77K | +$2.94K | +52 | New |
|
|
9
Wells Fargo
San Francisco,
California
| $8 | -$56 | -1 | Closed |
|
|
GVCM
10
Global View Capital Management
Waukesha,
Wisconsin
| – | -$1.09M | -19,046 | Closed |
|
|
11
Wealthfront Advisers
Palo Alto,
California
| – | -$254K | -4,466 | Closed |
|
ROKT Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) for Q1 2025, worth a combined $1.28M — down 25% from $1.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ROKT and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was WealthBridge Capital Management, opening a new position worth an estimated $688K. The largest seller was Global View Capital Management, exiting entirely with an estimated $1.09M sold.
- 8 institutional investors held State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) as of Q1 2025, down from 9 in Q4 2024.
- Funds reported $1.28M of State Street SPDR S&P Kensho Final Frontiers ETF stock for Q1 2025, down 25% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Kensho Final Frontiers ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Kensho Final Frontiers ETF buyer in Q1 2025 was WealthBridge Capital Management, an estimated $688K added.
- The largest State Street SPDR S&P Kensho Final Frontiers ETF seller in Q1 2025 was Global View Capital Management, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2025.