ROCKEFELLER FINANCIAL SERVICES INC: SPY position timeline

ROCKEFELLER FINANCIAL SERVICES INC held 395,161 SPY shares at 2017-12-31 per its 13F-HR filed 2018-02-02.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 395,161 shares

   Change vs previous 13F -12,929 shares

   1.66% of the 13F portfolio, value $105,452,000.

   13F-HR 0000869878-18-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2018-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2017-09-30

   13F 408,090 shares

   Change vs previous 13F -7,307 shares

   1.95% of the 13F portfolio, value $102,525,000.

   13F-HR 0000869878-17-000031 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-06-30

   13F 415,397 shares

   Change vs previous 13F -52 shares

   1.99% of the 13F portfolio, value $100,443,000.

   13F-HR 0000869878-17-000017 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2017-03-31

   13F 415,449 shares

   Change vs previous 13F -3,460 shares

   1.96% of the 13F portfolio, value $97,938,000.

   13F-HR 0000869878-17-000008 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2016-12-31

   13F 418,909 shares

   Change vs previous 13F +3,697 shares

   1.9% of the 13F portfolio, value $93,639,000.

   13F-HR 0000315123-17-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2016-09-30

   13F 415,212 shares

   Change vs previous 13F -28,395 shares

   1.88% of the 13F portfolio, value $89,810,000.

   13F-HR 0000315123-16-000074 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2016-06-30

   13F 443,607 shares

   Change vs previous 13F -5,993 shares

   1.86% of the 13F portfolio, value $92,924,000.

   13F-HR 0000315123-16-000065 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2016-03-31

   13F 449,600 shares

   Change vs previous 13F not available

   1.79% of the 13F portfolio, value $92,401,000.

   13F-HR 0000315123-16-000056 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).