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Sargent Bickham Lagudis’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$2.29K Hold
34
– – ﹤0.01% 899
2022
Q3 		$2K Buy
+34
New +$2.48K ﹤0.01% 909

Other funds holding XTN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Sargent Bickham Lagudis's XTN Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P Transportation ETF (XTN) position steady in Q4 2022 at 34 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Sargent Bickham Lagudis first reported a position in XTN in Q3 2022 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold XTN as of Q4 2022.

  • Sargent Bickham Lagudis held 34 shares of State Street SPDR S&P Transportation ETF worth $2.29K as of Q4 2022.
  • Sargent Bickham Lagudis left its State Street SPDR S&P Transportation ETF share count unchanged in Q4 2022.
  • State Street SPDR S&P Transportation ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #899 holding.
  • Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Transportation ETF in Q3 2022 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.