We are live on ! Find out more
XTN icon

State Street SPDR S&P Transportation ETF

92 hedge funds and large institutions have $233M invested in State Street SPDR S&P Transportation ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.98% more ownership

Funds ownership: 45.3%47.29% (+2%)

12% less capital invested

Capital invested by funds: $264M → $233M (-$31.1M)

16% less funds holding

Funds holding: 10992 (-17)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

52% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
92
Holders Change
-17
Holders Change %
-15.6%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
23
Reduced
32
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$39.1M -$37.6M -442,927 -50%
UBS Group
2
UBS Group
Switzerland
$24.7M -$1.28M -15,040 -5%
Morgan Stanley
3
Morgan Stanley
New York
$23.2M -$112K -1,324 -0.5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.2M +$14.3M +168,479 +315%
Wells Fargo
5
Wells Fargo
California
$17.6M -$3.46M -40,829 -17%
LPL Financial
6
LPL Financial
California
$15.6M -$2.09M -24,699 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.2M +$1.15M +13,513 +8%
PI
8
PFS Investments
Georgia
$9.14M +$7.85M +92,562 New
SAS
9
Sage Advisory Services
Texas
$7.83M +$7.67M +90,473 New
RWP
10
RWA Wealth Partners
Massachusetts
$6.08M +$5.95M +70,225 New
Ameriprise
11
Ameriprise
Minnesota
$4.9M -$334K -3,938 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.81M +$1.33M +15,671 +39%
CA
13
Cetera Advisors
Colorado
$4.54M +$1.8M +21,245 +68%
IMC Chicago
14
IMC Chicago
Illinois
$3.71M +$876K +10,332 +32%
AWM
15
AE Wealth Management
Kansas
$3.54M +$1.21M +14,242 +53%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.38M +$168K +1,981 +5%
FA
17
FDx Advisors
Illinois
$2.93M +$2.88M +33,906 New
Truist Financial
18
Truist Financial
North Carolina
$2.36M +$1.32M +15,585 +133%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$1.73M -$429K -5,063 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.44M -$1.51M -17,810 -52%
HCM
21
Hollencrest Capital Management
California
$1.43M
LWM
22
Lionsbridge Wealth Management
Florida
$1.43M -$1.19K -14 -0.1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.39M -$125K -1,480 -8%
RJA
24
Raymond James & Associates
Florida
$1.2M -$2.71M -31,967 -70%
WDL
25
Well Done LLC
Michigan
$1.17M +$88.9K +1,049 +8%

XTN Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q3 2021, worth a combined $233M — down 12% from $264M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XTN and 14 opened new positions — a net loss of 15 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Royal Bank of Canada, adding an estimated $14.3M. The largest seller was Bank of America, cutting an estimated $37.6M.

  • 92 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $233M of State Street SPDR S&P Transportation ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Transportation ETF positions in Q3 2021 and 29 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $14.3M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q3 2021 was Bank of America, an estimated $37.6M sold.

Based on aggregated 13F filings for Q3 2021.