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Sowell Financial Services’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-597
Closed -$54K – 2792
2021
Q1 		$54K Buy
+597
New +$47.4K ﹤0.01% 1624

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sowell Financial Services's XTN Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Transportation ETF (XTN) in Q2 2021, closing a stake of 597 shares — an estimated $54K sold.

Sowell Financial Services first reported a position in XTN in Q1 2021 and held it in 1 quarter. The position peaked at $54K in Q1 2021. 109 funds tracked by Wall St. Rank hold XTN as of Q2 2021.

  • Sowell Financial Services reported no remaining State Street SPDR S&P Transportation ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 597 State Street SPDR S&P Transportation ETF shares in Q2 2021, an estimated $54K.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Transportation ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's State Street SPDR S&P Transportation ETF position peaked at $54K in Q1 2021.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.