We are live on ! Find out more
XTN icon

State Street SPDR S&P Transportation ETF

64 hedge funds and large institutions have $83.3M invested in State Street SPDR S&P Transportation ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

24% more capital invested

Capital invested by funds: $67.1M → $83.3M (+$16.1M)

14% more funds holding

Funds holding: 5664 (+8)

2.67% more ownership

Funds ownership: 36.13%38.81% (+2.7%)

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$454K +$3.86K +63 +0.9%
WA
27
Winfield Associates
Ohio
$437K
FAAS
28
First Allied Advisory Services
California
$363K -$236K -3,845 -41%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$359K -$141K -2,294 -29%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$336K +$1.96K +32 +0.6%
VC
31
Vicus Capital
Pennsylvania
$329K -$43.1K -704 -12%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$321K +$175K +2,855 +139%
GFP
33
Gryphon Financial Partners
Ohio
$313K +$294K +4,800 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$294K -$2.21M -36,136 -89%
PFS
35
Prospera Financial Services
Texas
$264K -$37.6K -614 -13%
BAM
36
Belpointe Asset Management
Nevada
$233K +$219K +3,575 New
APA
37
American Portfolios Advisors
New York
$216K +$204K +3,322 New
MML Investors Services
38
MML Investors Services
Massachusetts
$210K +$198K +3,229 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$209K +$43.6K +712 +28%
HH
40
Hilltop Holdings
Texas
$209K +$197K +3,214 New
PP
41
PagnatoKarp Partners
Virginia
$208K -$12.6K -206 -6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$198K -$7.9K -129 -4%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$187K +$61.4K +1,002 +53%
GTAM
44
Global Trust Asset Management
Florida
$156K +$147K +2,400 New
SFSIG
45
San Francisco Sentry Investment Group
California
$145K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$101K +$47.9K +782 +102%
HR
47
Howe & Rusling
New York
$65K -$22.1K -360 -26%
VFA
48
Valeo Financial Advisors
Indiana
$43K
SWP
49
Stratos Wealth Partners
Ohio
$37K +$34.7K +567 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$33K +$61 +1 +0.2%

XTN Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q4 2017, worth a combined $83.3M — up 24% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XTN positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.55M. The largest seller was Susquehanna International Group, cutting an estimated $2.21M.

  • 64 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $83.3M of State Street SPDR S&P Transportation ETF stock for Q4 2017, up 24% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Transportation ETF positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q4 2017 was Bank of America, an estimated $2.55M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q4 2017 was Susquehanna International Group, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2017.