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Strategic Wealth Partners’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-28
Closed -$2K – 711
2018
Q2 		$2K Hold
28
– – ﹤0.01% 709
2018
Q1 		$2K Buy
+28
New +$1.82K ﹤0.01% 748

Other funds holding XTN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Strategic Wealth Partners's XTN Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Transportation ETF (XTN) in Q3 2018, closing a stake of 28 shares — an estimated $2K sold.

Strategic Wealth Partners first reported a position in XTN in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 64 funds tracked by Wall St. Rank hold XTN as of Q3 2018.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Transportation ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 28 State Street SPDR S&P Transportation ETF shares in Q3 2018, an estimated $2K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Transportation ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Transportation ETF position peaked at $2K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.