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SPDR S&P Transportation ETF
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Overview Fund Activity

81 hedge funds and large institutions have $317M invested in SPDR S&P Transportation ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
20
Increased
30
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$12.3M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$8.22M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.73M
5
UBS Group
5
UBS Group
Switzerland
$15.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11.7M
2
UCFA
2
United Capital Financial Advisors
Texas
$11.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.4M
4
CWM
4
Concert Wealth Management
California
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
51
B. Riley Wealth Management
Tennessee
$401K 3,779 -612 -14%
SPC
52
Sigma Planning Corp
Michigan
$375K 3,524 +3,524 New
TFA
53
Transamerica Financial Advisors
Florida
$371K 3,482 -27 -0.8%
WS
54
Wedbush Securities
California
$359K 3,373 -640 -16%
HH
55
Hilltop Holdings
Texas
$342K 3,214 +3,214 New
MAA
56
Managed Account Advisors
New Jersey
$272K 2,563 +2,563 New
WA
57
WFG Advisors
Texas
$267K 2,507 +1,166 +87%
MC
58
Moors & Cabot
Massachusetts
$253K 2,382 +64 +3%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$253K 2,372 +1,130 +91%
BRWA
60
B. Riley Wealth Advisors
Florida
$240K 2,256 -1,904 -46%
PAG
61
Private Advisor Group
New Jersey
$235K 2,208 +2,208 New
CAN
62
Cetera Advisor Networks
California
$216K 1,997 +1,997 New
ICAS
63
Investors Capital Advisory Services
Massachusetts
$215K 2,023 +140 +7%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$199K 1,869 +231 +14%
AIG
65
American International Group
New York
$179K 1,688 +668 +65%
PSI
66
Pinnacle Summer Investments
Virginia
$80K 750 – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$70.2K 660 – –
ASN
68
Advisory Services Network
Georgia
$47K 463 -709 -60%
AIM
69
Advantage Investment Management
Iowa
$39K 364 +364 New
IPC
70
Independent Portfolio Consultants
Florida
$29K 270 -85 -24%
OIA
71
Optimum Investment Advisors
Illinois
$27K 250 – –
PCM
72
Parsons Capital Management
Rhode Island
$27K 250 +250 New
WA
73
Winfield Associates
Ohio
$13K 125 – –
WT
74
Whittier Trust
California
$11K 99 +99 New
FWM
75
Focused Wealth Management
New York
$8K 76 – –
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3
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