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State Street SPDR S&P Transportation ETF

47 hedge funds and large institutions have $40.2M invested in State Street SPDR S&P Transportation ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 28.09%27.19% (-0.89%)

4% less capital invested

Capital invested by funds: $42M → $40.2M (-$1.87M)

15% less funds holding

Funds holding: 5547 (-8)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.32M -$1.73M -28,378 -19%
FIM
2
Foresters Investment Management
New York
$5.56M +$183K +3,000 +3%
UBS Group
3
UBS Group
Switzerland
$4.62M -$362K -5,929 -7%
Bank of America
4
Bank of America
North Carolina
$3.91M -$118K -1,939 -3%
LPL Financial
5
LPL Financial
California
$2.48M +$243K +3,984 +11%
Wells Fargo
6
Wells Fargo
California
$2.05M -$8.67K -142 -0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.94M +$1.74M +28,497 +916%
LNC
8
Lincoln National Corp
Pennsylvania
$1.34M +$42.1K +690 +3%
Ameriprise
9
Ameriprise
Minnesota
$1.31M +$2.75K +45 +0.2%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.06M +$544K +8,914 +103%
HCM
11
Hollencrest Capital Management
California
$980K
SB
12
Suntrust Banks
Georgia
$786K +$77.6K +1,271 +9%
Citadel Advisors
13
Citadel Advisors
Florida
$784K -$612K -10,017 -44%
TRCT
14
Tower Research Capital (TRC)
New York
$783K -$480K -7,869 -38%
RJA
15
Raymond James & Associates
Florida
$752K -$12.1K -198 -2%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$550K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$440K -$86.1K -1,410 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$431K -$2.26K -37 -0.5%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$393K -$70.5K -1,155 -15%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$388K +$50.5K +827 +15%
MML Investors Services
21
MML Investors Services
Massachusetts
$381K -$3.97K -65 -1%
GFP
22
Gryphon Financial Partners
Ohio
$294K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$281K -$18.1K -296 -6%
OAM
24
Oppenheimer Asset Management
New York
$245K -$2.87K -47 -1%
GWM
25
Geneos Wealth Management
Colorado
$192K

XTN Hedge Fund Activity: Q2 2019 in Review

47 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q2 2019, worth a combined $40.2M — down 4.5% from $42M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XTN and 4 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.74M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $2.05M.

  • 47 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $40.2M of State Street SPDR S&P Transportation ETF stock for Q2 2019, down 4.5% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Transportation ETF positions in Q2 2019 and 11 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $1.74M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2019.