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SPDR S&P Transportation ETF
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Overview Fund Activity

93 hedge funds and large institutions have $451M invested in SPDR S&P Transportation ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$53.1M
2
Bank of America
2
Bank of America
North Carolina
$154M
3
RCS
3
Retirement Capital Strategies
California
$8.88M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.2M
5
RWP
5
RWA Wealth Partners
Massachusetts
$6.37M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$4.02M
2
SAM
2
Stringer Asset Management
Tennessee
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$232K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$18K 208 -82 -28%
GRP
77
Global Retirement Partners
California
$17K 189 +89 +89%
IA
78
IFP Advisors
Florida
$16K 178 +50 +39%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$13K 149 -34 -19%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$11K 128 +128 New
FHA
81
First Horizon Advisors
Tennessee
$11K 132 +132 New
CL
82
COWA LLC
Oklahoma
$9K 100 +100 New
HIA
83
Harbor Investment Advisory
Maryland
$7K 84 +1 +1%
HPC
84
HM Payson & Co
Maine
$6K 70 +70 New
CFA
85
Carroll Financial Associates
North Carolina
$5K 65 -125 -66%
PP
86
Paloma Partners
Connecticut
$4K 50 +50 New
AF
87
Allworth Financial
California
$3K 36 – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K 25 – –
AA
89
Ancora Advisors
Ohio
$2K 20 +20 New
EIP
90
Ellis Investment Partners
Pennsylvania
$2K 25 +25 New
CFFP
91
Center for Financial Planning
Michigan
$1K 16 – –
BC
92
Barnett & Company
Tennessee
$1K 16 – –
BBHC
93
Brown Brothers Harriman & Co
New York
$92 1,054 +1,054 New
SAM
94
Stringer Asset Management
Tennessee
– – -58,683 Closed
EDRH
95
Edmond de Rothschild Holding
Switzerland
– – -14,275 Closed
VAS
96
Vestmark Advisory Solutions
Massachusetts
– – -3,559 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– – -1,292 Closed
LGA
98
Lebenthal Global Advisors
New York
– – -310 Closed
GT
99
Glenmede Trust
Pennsylvania
– – -171 Closed
SIAG
100
Safeguard Investment Advisory Group
California
– – -75 Closed
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4
5