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Legend Financial Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-16
Closed -$1.39K – 265
2024
Q4 		$1.39K Buy
+16
New +$1.41K ﹤0.01% 211
2024
Q3 		– Sell
-16
Closed -$1.25K – 290
2024
Q2 		$1.25K Buy
+16
New +$1.25K ﹤0.01% 244

Other funds holding XTN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Legend Financial Advisors's XTN Position: Q1 2025 in Review

Legend Financial Advisors sold out of State Street SPDR S&P Transportation ETF (XTN) in Q1 2025, closing a stake of 16 shares — an estimated $1.39K sold.

Legend Financial Advisors first reported a position in XTN in Q2 2024 and held it in 2 quarters. The position peaked at $1.39K in Q4 2024. 87 funds tracked by Wall St. Rank hold XTN as of Q1 2025.

  • Legend Financial Advisors reported no remaining State Street SPDR S&P Transportation ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 16 State Street SPDR S&P Transportation ETF shares in Q1 2025, an estimated $1.39K.
  • Legend Financial Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's State Street SPDR S&P Transportation ETF position peaked at $1.39K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.