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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 America
1
Bank of America
North Carolina
$154M 1,760,070 +375,696 +27%
LPL Financial
2
LPL Financial
California
$53.1M 606,826 +529,642 +686%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.8M 466,721 -26,021 -5%
Wells Fargo
4
Wells Fargo
California
$25.2M 287,426 +56,607 +25%
Osaic Holdings
5
Osaic Holdings
Arizona
$21.8M 249,641 +42,855 +21%
Morgan Stanley
6
Morgan Stanley
New York
$19.2M 219,030 +75,511 +53%
UBS Group
7
UBS Group
Switzerland
$18.5M 211,166 +4,683 +2%
SAS
8
Sage Advisory Services
Texas
$17.9M 205,189 -18,961 -8%
PI
9
PFS Investments
Georgia
$14.5M 165,864 -1,074 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.8M 134,892 -35,024 -21%
RCS
11
Retirement Capital Strategies
California
$8.88M 101,449 +101,449 New
FA
12
FDx Advisors
Illinois
$8.06M 92,115 -4,551 -5%
RWP
13
RWA Wealth Partners
Massachusetts
$6.37M 72,749 +72,749 New
BCI
14
Brinker Capital Investments
Pennsylvania
$5.08M 58,000 -2,000 -3%
Ameriprise
15
Ameriprise
Minnesota
$4.04M 46,141 -9,427 -17%
RJA
16
Raymond James & Associates
Florida
$4.02M 45,935 -101,700 -69%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.09M 35,268 +29,796 +545%
Goldman Sachs
18
Goldman Sachs
New York
$2.3M 26,320 +26,320 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$2.21M 25,216 +20,397 +423%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.2M 25,147 +25,147 New
JWCA
21
J.W. Cole Advisors
Florida
$1.96M 22,352 +14,440 +183%
PAG
22
Private Advisor Group
New Jersey
$1.93M 22,093 +17,019 +335%
Truist Financial
23
Truist Financial
North Carolina
$1.86M 21,199 +6,323 +43%
HCM
24
Hollencrest Capital Management
California
$1.45M 16,533 +4 +0%
TW
25
Transform Wealth
Colorado
$1.3M 14,832 +14,832 New
1
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