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State Street SPDR S&P Transportation ETF

52 hedge funds and large institutions have $40M invested in State Street SPDR S&P Transportation ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.28% less ownership

Funds ownership: 36.63%25.36% (-11%)

19% less funds holding

Funds holding: 6452 (-12)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

52% less capital invested

Capital invested by funds: $83.2M → $40M (-$43.1M)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
20
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.87M -$4.34M -72,477 -30%
UBS Group
2
UBS Group
Switzerland
$4.6M -$7.45M -124,419 -59%
Bank of America
3
Bank of America
North Carolina
$4.48M -$3.68M -61,500 -42%
Citadel Advisors
4
Citadel Advisors
Florida
$4M +$2.07M +34,528 +86%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.16M +$1.05M +17,477 +42%
LPL Financial
6
LPL Financial
California
$2.02M +$229K +3,829 +11%
Wells Fargo
7
Wells Fargo
California
$1.56M -$2.22M -37,066 -56%
LNC
8
Lincoln National Corp
Pennsylvania
$1.13M +$98.6K +1,647 +8%
Jane Street
9
Jane Street
New York
$1.08M +$1.21M +20,153 New
RJA
10
Raymond James & Associates
Florida
$1.05M +$342K +5,721 +41%
HCM
11
Hollencrest Capital Management
California
$855K
SB
12
Suntrust Banks
Georgia
$721K +$14.5K +242 +2%
TRCT
13
Tower Research Capital (TRC)
New York
$690K +$681K +11,385 +745%
CAN
14
Cetera Advisor Networks
California
$567K -$307K -5,122 -33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$551K +$459K +7,671 +291%
CCP
16
Corient Capital Partners
California
$499K +$559K +9,341 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$480K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$370K -$27.8K -465 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$360K +$13.8K +230 +4%
Ameriprise
20
Ameriprise
Minnesota
$343K -$69.8K -1,167 -15%
MML Investors Services
21
MML Investors Services
Massachusetts
$330K -$5.87K -98 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$273K -$60.8K -1,016 -17%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$270K +$4.55K +76 +2%
GFP
24
Gryphon Financial Partners
Ohio
$257K
William Blair & Company
25
William Blair & Company
Illinois
$244K -$168K -2,814 -51%

XTN Hedge Fund Activity: Q4 2018 in Review

52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q4 2018, worth a combined $40M — down 52% from $83.2M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XTN and 6 opened new positions — a net loss of 12 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $2.07M. The largest seller was UBS Group, cutting an estimated $7.45M.

  • 52 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q4 2018, down from 64 in Q3 2018.
  • Funds reported $40M of State Street SPDR S&P Transportation ETF stock for Q4 2018, down 52% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Transportation ETF positions in Q4 2018 and 18 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q4 2018 was Citadel Advisors, an estimated $2.07M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q4 2018 was UBS Group, an estimated $7.45M sold.

Based on aggregated 13F filings for Q4 2018.