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State Street SPDR S&P Transportation ETF

85 hedge funds and large institutions have $88.1M invested in State Street SPDR S&P Transportation ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 8385 (+2)

2.66% less ownership

Funds ownership: 44.49%41.83% (-2.7%)

6% less capital invested

Capital invested by funds: $93.6M → $88.1M (-$5.47M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
16
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Darwin Wealth Management
Florida
$24.8K -$88 -1 -0.3%
SPIA
52
Steward Partners Investment Advisory
New York
$22.5K
BLC
53
Brown, Lisle/Cummings
Rhode Island
$17.3K
MWM
54
MGB Wealth Management
Texas
$17.3K
GSWM
55
Golden State Wealth Management
California
$17.3K +$17.6K +200 New
TWC
56
TD Waterhouse Canada
Ontario, Canada
$16.7K +$5.97K +68 +54%
HI
57
Harbour Investments
Wisconsin
$16.7K
MCM
58
MAI Capital Management
Ohio
$14K +$14.1K +161 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$12.8K -$30.4K -346 -70%
Comerica Bank
60
Comerica Bank
Texas
$9.54K -$30.7K -350 -76%
PS
61
Principal Securities
Iowa
$9.54K
PMFA
62
Plante Moran Financial Advisors
Michigan
$8.84K +$8.96K +102 New
William Blair & Company
63
William Blair & Company
Illinois
$8.67K
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$5.63K
IA
65
IFP Advisors
Florida
$4.77K
NMG
66
New Millennium Group
Utah
$4.68K
AF
67
Allworth Financial
California
$4.47K -$88 -1 -2%
GRP
68
Global Retirement Partners
California
$4.47K +$88 +1 +2%
BF
69
BOK Financial
Oklahoma
$3.61K
LFG
70
Larson Financial Group
Missouri
$3.38K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$2.6K
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$2.25K -$13.1K -149 -85%
RFA
73
Reyes Financial Architecture
California
$2.17K +$2.2K +25 New
CA
74
CoreCap Advisors
Michigan
$1.98K -$1.41K -16 -41%
AA
75
Ancora Advisors
Ohio
$1.73K

XTN Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q4 2024, worth a combined $88.1M — down 5.8% from $93.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XTN positions and 11 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Cercano Management, opening a new position worth an estimated $7.5M. The largest seller was Phoenix Financial, cutting an estimated $22.6M.

  • 85 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $88.1M of State Street SPDR S&P Transportation ETF stock for Q4 2024, down 5.8% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Transportation ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q4 2024 was Cercano Management, an estimated $7.5M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q4 2024 was Phoenix Financial, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.