WA
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Win Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Win 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
2024
Q4 		– Sell
-36,510
Closed -$3.01M – 92
2024
Q3 		$3.01M Buy
+36,510
New +$2.85M 1.41% 20
2024
Q2 		– Sell
-35,809
Closed -$3.04M – 85
2024
Q1 		$3.04M Buy
+35,809
New +$2.92M 1.34% 19
2023
Q3 		– Sell
-12,311
Closed – – 74
2023
Q2 		$0 Sell
12,311
-33,293
-73% -$2.47M ﹤0.01% 61
2023
Q1 		$3.3M Sell
45,604
-79
-0.2% -$5.9K 1.31% 6
2022
Q4 		$3.07M Buy
+45,683
New +$3.19M 1.15% 6
2022
Q1 		– Hold
0
– – – 238
2021
Q4 		– Hold
0
– – – 71

Other funds holding XTN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return