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SPDR S&P Transportation ETF
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Overview Fund Activity

109 hedge funds and large institutions have $264M invested in SPDR S&P Transportation ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
26
Reduced
22
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$25.5M
2
SMF
2
Sterling Manor Financial
New York
$4.63M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.9M
4
QAM
4
Q3 Asset Management
Michigan
$3.76M
5
FWA
5
FOCUS Wealth Advisors
Texas
$3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$76M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.55M
3
LPL Financial
3
LPL Financial
California
$17.5M
4
SAS
4
Sage Advisory Services
Texas
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.49M +$795K +9,354 +114%
LWM
27
Lionsbridge Wealth Management
Florida
$1.41M +$251K +2,960 +22%
HCM
28
Hollencrest Capital Management
California
$1.4M +$85 +1 +0%
TW
29
Transform Wealth
Colorado
$1.25M -$10.1K -119 -0.8%
TRCT
30
Tower Research Capital (TRC)
New York
$1.16M +$1.16M +13,655 New
AI
31
Atria Investments
North Carolina
$1.11M +$1.11M +13,033 New
WDL
32
Well Done LLC
Michigan
$1.06M +$1.06M +12,428 New
FSA
33
Financial Sense Advisors
California
$1.03M +$33.6K +396 +3%
Truist Financial
34
Truist Financial
North Carolina
$994K -$808K -9,504 -45%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$959K +$959K +11,293 New
HI
36
Harbour Investments
Wisconsin
$947K +$773K +9,107 +445%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$930K +$242K +2,857 +35%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$928K -$112K -1,324 -11%
Citadel Advisors
39
Citadel Advisors
Florida
$786K +$786K +9,256 New
Nomura Asset Management
40
Nomura Asset Management
Japan
$756K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$748K +$377K +4,437 +102%
Citigroup
42
Citigroup
New York
$587K +$96.4K +1,136 +20%
AAS
43
Avantax Advisory Services
Texas
$569K +$1.19K +14 +0.2%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$543K +$543K +6,393 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$522K -$479K -5,645 -48%
IWM
46
IHT Wealth Management
Illinois
$463K +$463K +5,453 New
SWP
47
Stratos Wealth Partners
Ohio
$448K +$2.3K +27 +0.5%
SIM
48
Seaview Investment Managers
Florida
$428K +$428K +5,035 New
GFP
49
Gryphon Financial Partners
Ohio
$408K – – –
GSWM
50
Golden State Wealth Management
California
$380K – – –
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