Perryman Financial Advisory’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Perryman Financial Advisory’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	$247K	Sell	2,134 -324	-13%	-$34.9K	0.03%	182
2026 Q1	$229K	Buy	2,458 +1	+0%	+$97	0.03%	163
2025 Q4	$224K	Buy	+2,457	New	+$214K	0.03%	165

Other funds holding XTN

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Perryman Financial Advisory's XTN Position: Q2 2026 in Review

Perryman Financial Advisory reduced its State Street SPDR S&P Transportation ETF (XTN) stake by 13% in Q2 2026, selling an estimated $34.9K and leaving 2,134 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #182.

Perryman Financial Advisory first reported a position in XTN in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold XTN as of Q2 2026.

Perryman Financial Advisory held 2,134 shares of State Street SPDR S&P Transportation ETF worth $247K as of Q2 2026.
Perryman Financial Advisory sold 324 State Street SPDR S&P Transportation ETF shares in Q2 2026, an estimated $34.9K.
State Street SPDR S&P Transportation ETF made up 0.03% of Perryman Financial Advisory's portfolio in Q2 2026, its #182 holding.
Perryman Financial Advisory first reported a position in State Street SPDR S&P Transportation ETF in Q4 2025 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.