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State Street SPDR S&P Transportation ETF
XTN

93 hedge funds and large institutions have $161M invested in State Street SPDR S&P Transportation ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

227% more capital invested

Capital invested by funds: $49.3M → $161M (+$112M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

28.38% more ownership

Funds ownership: 31.86% → 60.24% (+28%)

15% more funds holding

Funds holding: 81 → 93 (+12)

63% less call options, than puts

Call options by funds: $279K | Put options by funds: $744K

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
20
Reduced
15
Closed
3
Calls
$279K
Puts
$744K
Net Calls
-$465K
Net Calls Change
-$402K

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$93.4M
2
EPA
Element Pointe Advisors
Florida
+$21.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.92M
4
Wells Fargo
Wells Fargo
California
+$2.53M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.31M
2
LPL Financial
LPL Financial
California
-$2.92M
3
BCM
Brookstone Capital Management
Illinois
-$1.68M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.37M
5
NP
Nilsine Partners
Colorado
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$384K +$179K +1,839 +80%
SA
27
Sovran Advisors
California
$379K – – –
FGC
28
First Growth Capital
Maryland
$377K – – –
MAG
29
M3 Advisory Group
Massachusetts
$366K – – –
TWPM
30
Total Wealth Planning & Management
Florida
$366K +$35.5K +365 +10%
KF
31
KKM Financial
Illinois
$313K – – –
HF
32
HRT Financial
New York
$292K +$306K +3,146 New
EH
33
Equitable Holdings
New York
$287K +$305K +3,140 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$278K -$170K -1,752 -37%
RIS
35
Retirement Income Solutions
Michigan
$258K – – –
IAA
36
Independent Advisor Alliance
North Carolina
$252K +$263K +2,705 New
PFA
37
Perryman Financial Advisory
Texas
$229K +$97 +1 +0%
GWM
38
Geneos Wealth Management
Colorado
$223K – – –
JWCA
39
J.W. Cole Advisors
Florida
$216K +$97 +1 +0%
HPIA
40
Hamilton Point Investment Advisors
North Carolina
$216K – – –
HI
41
Harbour Investments
Wisconsin
$211K +$202K +2,076 +1,076%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$205K +$96.5K +993 +78%
HEM
43
Henson-Edgewater Management
Ohio
$204K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$154K +$2.43K +25 +2%
AF
45
Advisornet Financial
Minnesota
$123K +$128K +1,318 New
SWM
46
Spire Wealth Management
Virginia
$85.8K +$97 +1 +0.1%
NS
47
NBC Securities
Alabama
$83.4K – – –
AIM
48
Access Investment Management
Georgia
$74.4K +$77.8K +800 New
Belvedere Trading
49
Belvedere Trading
Illinois
$65.1K +$68.1K +700 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$64.3K – – –
1
2
3 4

XTN Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q1 2026, worth a combined $161M — up 227% from $49.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XTN positions and 3 closed out — a net gain of 15 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $93.4M. The largest seller was UBS Group, cutting an estimated $4.31M.

  • 93 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q1 2026, up from 81 in Q4 2025.
  • Funds reported $161M of State Street SPDR S&P Transportation ETF stock for Q1 2026, up 227% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Transportation ETF positions in Q1 2026 and 3 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q1 2026 was Phoenix Financial, an estimated $93.4M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q1 2026 was UBS Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2026.