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

Plante Moran 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
2026 Q2	$11.8K	Hold	102	–	–	﹤0.01%	542
2026 Q1	$9.49K	Hold	102	–	–	﹤0.01%	521
2025 Q4	$9.32K	Hold	102	–	–	﹤0.01%	569
2025 Q3	$8.55K	Hold	102	–	–	﹤0.01%	569
2025 Q2	$8.21K	Hold	102	–	–	﹤0.01%	587
2025 Q1	$7.53K	Hold	102	–	–	﹤0.01%	609
2024 Q4	$8.84K	Buy	+102	New	+$8.96K	﹤0.01%	595
2019 Q1	–	Sell	-13	Closed	-$1K	–	966
2018 Q4	$1K	Buy	+13	New	+$778	﹤0.01%	847
2015 Q1	–	Sell	-58	Closed	-$3K	–	809
2014 Q4	$3K	Buy	+58	New	+$2.89K	﹤0.01%	741

Other funds holding XTN

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Plante Moran Financial Advisors's XTN Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR S&P Transportation ETF (XTN) position steady in Q2 2026 at 102 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Plante Moran Financial Advisors first reported a position in XTN in Q4 2014 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold XTN as of Q2 2026.

Plante Moran Financial Advisors held 102 shares of State Street SPDR S&P Transportation ETF worth $11.8K as of Q2 2026.
Plante Moran Financial Advisors left its State Street SPDR S&P Transportation ETF share count unchanged in Q2 2026.
State Street SPDR S&P Transportation ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #542 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q4 2014 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.