Global Wealth Management Investment Advisory’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Global Wealth Management Investment Advisory’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
2019 Q2	–	Sell	-26	Closed	-$2K	–	799
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	584
2018 Q4	$1K	Buy	+26	New	+$1.56K	﹤0.01%	681

Other funds holding XTN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's XTN Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Transportation ETF (XTN) in Q2 2019, closing a stake of 26 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in XTN in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 47 funds tracked by Wall St. Rank hold XTN as of Q2 2019.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Transportation ETF position as of Q2 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 26 State Street SPDR S&P Transportation ETF shares in Q2 2019, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Transportation ETF in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P Transportation ETF position peaked at $2K in Q1 2019.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.