ROKT SPDR SERIES TRUST
FollowSP KENSHO FINAL (fund)
8 managers (8 13F filers) reported a position in ROKT shares at 2025-09-30, 31,438 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 4
- Shares held by filers
- 31,438
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | 14,221 | $1.08M | 0.25% | +2,812 | 13F-HRTimeline |
| Fulcrum Equity Management | 12,461 | $950K | 0.96% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,889 | $143K | <0.01% | +441 | 13F-HRTimelineGroup |
| OPTIMUM INVESTMENT ADVISORS | 1,500 | $114K | 0.05% | 0 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 800 | $61K | <0.01% | new | 13F-HR/ATimelineGroup |
| North Star Investment Management Corp. | 355 | $27.1K | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 212 | $16.2K | <0.01% | -39 | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $10 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |