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State Street SPDR S&P Transportation ETF

86 hedge funds and large institutions have $313M invested in State Street SPDR S&P Transportation ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.22% less ownership

Funds ownership: 70.69%62.47% (-8.2%)

12% less funds holding

Funds holding: 9886 (-12)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

53% less capital invested

Capital invested by funds: $661M → $313M (-$349M)

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
33
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$607K +$68.5K +887 +11%
SIM
27
Seaview Investment Managers
Florida
$604K +$3.01K +39 +0.4%
AWM
28
AE Wealth Management
Kansas
$573K -$35.6K -461 -5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$537K -$44.5K -577 -7%
AAS
30
Avantax Advisory Services
Texas
$482K -$3.01K -39 -0.5%
CAN
31
Cetera Advisor Networks
California
$428K +$11.5K +149 +2%
Citigroup
32
Citigroup
New York
$372K +$9.88K +128 +2%
Truist Financial
33
Truist Financial
North Carolina
$329K -$631K -8,181 -63%
GFP
34
Gryphon Financial Partners
Ohio
$325K
MML Investors Services
35
MML Investors Services
Massachusetts
$317K +$79K +1,023 +28%
CCA
36
Cadent Capital Advisors
Oklahoma
$315K +$849 +11 +0.2%
KAS
37
Kestra Advisory Services
Texas
$306K +$156K +2,017 +81%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$305K +$36.2K +469 +12%
Nomura Asset Management
39
Nomura Asset Management
Japan
$281K +$130K +1,678 +5%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$267K -$37.8K -490 -11%
IA
41
IFP Advisors
Florida
$236K
GWM
42
Geneos Wealth Management
Colorado
$229K
AT
43
American Trust
Kentucky
$219K -$148K -1,917 -45%
BDWCC
44
B&D White Capital Company
Texas
$218K +$618 +8 +0.2%
WWM
45
Western Wealth Management
Colorado
$203K -$2.78K -36 -1%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$129K
SWM
47
Spire Wealth Management
Virginia
$106K +$68.6K +889 +133%
SPIA
48
Steward Partners Investment Advisory
New York
$101K -$3.09K -40 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$93K -$2.17M -28,055 -95%
PCFFS
50
Pacific Center for Financial Services
California
$79K +$232 +3 +0.3%

XTN Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q2 2022, worth a combined $313M — down 53% from $661M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of XTN and 11 opened new positions — a net loss of 12 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Cetera Advisors, adding an estimated $1.25M. The largest seller was Bank of America, cutting an estimated $174M.

  • 86 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q2 2022, down from 98 in Q1 2022.
  • Funds reported $313M of State Street SPDR S&P Transportation ETF stock for Q2 2022, down 53% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Transportation ETF positions in Q2 2022 and 23 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q2 2022 was Cetera Advisors, an estimated $1.25M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q2 2022 was Bank of America, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.