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Integrated Wealth Concepts’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Integrated Wealth Concepts’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 		$2.38M Buy
+20,609
New +$2.22M 0.01% 871

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Integrated Wealth Concepts's XTN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P Transportation ETF (XTN) in Q2 2026: 20,609 shares worth $2.38M. The stake represents 0.01% of the portfolio and ranks #871 among its holdings.

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

  • Integrated Wealth Concepts held 20,609 shares of State Street SPDR S&P Transportation ETF worth $2.38M as of Q2 2026.
  • State Street SPDR S&P Transportation ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street SPDR S&P Transportation ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #871 holding.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.