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State Street SPDR S&P Transportation ETF

109 hedge funds and large institutions have $264M invested in State Street 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

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

17% more funds holding

Funds holding: 93109 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18.39% less ownership

Funds ownership: 63.69%45.3% (-18%)

41% less capital invested

Capital invested by funds: $451M → $264M (-$187M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$375K +$392K +4,414 New
CCA
52
Cadent Capital Advisors
Oklahoma
$371K +$266 +3 +0.1%
CAN
53
Cetera Advisor Networks
California
$343K +$55.5K +625 +18%
CA
54
Claro Advisors
Massachusetts
$334K +$349K +3,930 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$89 +1 +0%
BHB
56
Bank Hapoalim BM
Israel
$324K +$338K +3,810 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$302K -$3.55K -40 -1%
MML Investors Services
58
MML Investors Services
Massachusetts
$290K +$20.9K +236 +7%
GWM
59
Geneos Wealth Management
Colorado
$259K -$149K -1,679 -36%
Marshall Wace
60
Marshall Wace
United Kingdom
$244K +$255K +2,869 New
RIS
61
Retirement Income Solutions
Michigan
$241K
JPLA
62
Joseph P. Lucia & Associates
New York
$233K -$68.9K -776 -22%
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$226K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$220K -$5.15K -58 -2%
HighTower Advisors
65
HighTower Advisors
Illinois
$204K +$212K +2,387 New
JG
66
Jefferies Group
New York
$204K
KAS
67
Kestra Advisory Services
Texas
$202K -$422K -4,759 -67%
SPIA
68
Steward Partners Investment Advisory
New York
$197K +$128K +1,443 +164%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$184K +$170K +1,915 +921%
MSFP
70
Mark Sheptoff Financial Planning
Connecticut
$183K +$191K +2,150 New
SAS
71
Stelac Advisory Services
New York
$158K
PCFFS
72
Pacific Center for Financial Services
California
$99K
SFSIG
73
San Francisco Sentry Investment Group
California
$99K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$78K
ASN
75
Advisory Services Network
Georgia
$67K -$447K -5,038 -86%

XTN Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q2 2021, worth a combined $264M — down 41% from $451M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XTN positions and 22 closed out — a net gain of 16 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $7.91M. The largest seller was Bank of America, cutting an estimated $76.8M.

  • 109 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $264M of State Street SPDR S&P Transportation ETF stock for Q2 2021, down 41% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P Transportation ETF positions in Q2 2021 and 22 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q2 2021 was UBS Group, an estimated $7.91M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q2 2021 was Bank of America, an estimated $76.8M sold.

Based on aggregated 13F filings for Q2 2021.