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First Personal Financial Services’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

First Personal Financial Services’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10
Closed -$1K – 440
2022
Q3 		$1K Buy
+10
New +$728 ﹤0.01% 426

Other funds holding XTN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

First Personal Financial Services's XTN Position: Q4 2022 in Review

First Personal Financial Services sold out of State Street SPDR S&P Transportation ETF (XTN) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in XTN in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 99 funds tracked by Wall St. Rank hold XTN as of Q4 2022.

  • First Personal Financial Services reported no remaining State Street SPDR S&P Transportation ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 10 State Street SPDR S&P Transportation ETF shares in Q4 2022, an estimated $1K.
  • First Personal Financial Services first reported a position in State Street SPDR S&P Transportation ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's State Street SPDR S&P Transportation ETF position peaked at $1K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.