Hamilton Point Investment Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Hamilton Point Investment Advisors’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
2026 Q1	$216K	Hold	2,324	–	–	0.03%	132
2025 Q4	$212K	Buy	+2,324	New	+$202K	0.03%	136
2025 Q1	–	Sell	-2,324	Closed	-$201K	–	170
2024 Q4	$201K	Hold	2,324	–	–	0.04%	125
2024 Q3	$192K	Buy	+2,324	New	+$182K	0.03%	122
2024 Q2	–	Sell	-2,324	Closed	-$197K	–	155
2024 Q1	$197K	Hold	2,324	–	–	0.04%	117
2023 Q4	$194K	Buy	+2,324	New	+$174K	0.04%	121

Other funds holding XTN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Hamilton Point Investment Advisors's XTN Position: Q1 2026 in Review

Hamilton Point Investment Advisors held its State Street SPDR S&P Transportation ETF (XTN) position steady in Q1 2026 at 2,324 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #132.

Hamilton Point Investment Advisors first reported a position in XTN in Q4 2023 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold XTN as of Q1 2026.

Hamilton Point Investment Advisors held 2,324 shares of State Street SPDR S&P Transportation ETF worth $216K as of Q1 2026.
Hamilton Point Investment Advisors left its State Street SPDR S&P Transportation ETF share count unchanged in Q1 2026.
State Street SPDR S&P Transportation ETF made up 0.03% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #132 holding.
Hamilton Point Investment Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q4 2023 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.