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

Mader & Shannon 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
2015
Q2 		– Sell
-154,614
Closed -$8.22M – 23
2015
Q1 		$8.22M Buy
+154,614
New +$8.19M 5.51% 3

Other funds holding XTN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mader & Shannon Wealth Management's XTN Position: Q2 2015 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR S&P Transportation ETF (XTN) in Q2 2015, closing a stake of 154,614 shares — an estimated $8.22M sold.

Mader & Shannon Wealth Management first reported a position in XTN in Q1 2015 and held it in 1 quarter. The position peaked at $8.22M in Q1 2015. 57 funds tracked by Wall St. Rank hold XTN as of Q2 2015.

  • Mader & Shannon Wealth Management reported no remaining State Street SPDR S&P Transportation ETF position as of Q2 2015 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 154,614 State Street SPDR S&P Transportation ETF shares in Q2 2015, an estimated $8.22M.
  • Mader & Shannon Wealth Management first reported a position in State Street SPDR S&P Transportation ETF in Q1 2015 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street SPDR S&P Transportation ETF position peaked at $8.22M in Q1 2015.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2015.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2015, filed 24 Jul 2015.