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Institute for Wealth Management’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Institute for Wealth Management’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
Q2 		$3.47K Buy
+30
New +$3.23K ﹤0.01% 1512

Other funds holding XTN

EPA
Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

Institute for Wealth Management's XTN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Transportation ETF (XTN) in Q2 2026: 30 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

59 funds tracked by Wall St. Rank hold XTN as of Q2 2026.

  • Institute for Wealth Management held 30 shares of State Street SPDR S&P Transportation ETF worth $3.47K as of Q2 2026.
  • State Street SPDR S&P Transportation ETF was a new Institute for Wealth Management position in Q2 2026.
  • State Street SPDR S&P Transportation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1512 holding.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.