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State Street SPDR S&P Transportation ETF

83 hedge funds and large institutions have $53.6M invested in State Street SPDR S&P Transportation ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,912% more call options, than puts

Call options by funds: $342K | Put options by funds: $17K

0% more funds holding

Funds holding: 8383 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

3.02% less ownership

Funds ownership: 29.69%26.67% (-3%)

12% less capital invested

Capital invested by funds: $61.2M → $53.6M (-$7.53M)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
14
Reduced
26
Closed
13
Calls
$342K
Puts
$17K
Net Calls
+$325K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M +$2.4M +32,008 +34%
Bank of America
2
Bank of America
North Carolina
$6.52M -$1.2M -16,024 -17%
LPL Financial
3
LPL Financial
California
$4.08M -$647K -8,635 -15%
Wells Fargo
4
Wells Fargo
California
$2.52M +$29.9K +399 +1%
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.95M +$13.8K +184 +0.8%
NP
6
Nilsine Partners
Colorado
$1.87M
TCOO
7
Trust Company of Oklahoma
Oklahoma
$1.71M
UBS Group
8
UBS Group
Switzerland
$1.61M -$169K -2,256 -10%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.61M -$558K -7,440 -28%
RJA
10
Raymond James & Associates
Florida
$1.56M +$14K +187 +1%
Ameriprise
11
Ameriprise
Minnesota
$1.56M -$2.09M -27,833 -60%
GCA
12
Genesee Capital Advisors
New York
$1.35M -$2.17M -29,016 -64%
HCM
13
Hollencrest Capital Management
California
$1.34M
CA
14
Cetera Advisors
Colorado
$1.13M -$189K -2,527 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$980K -$273K -3,645 -24%
SPWG
16
Syntegra Private Wealth Group
Missouri
$936K -$168K -2,235 -17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$897K +$469K +6,254 +139%
JP Morgan Chase
18
JP Morgan Chase
New York
$759K -$52.5K -701 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$757K +$22.6K +302 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$723K -$236K -3,151 -27%
Mariner
21
Mariner
Kansas
$680K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$672K +$40.5K +541 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$670K -$72.3K -964 -11%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$654K -$55.8K -744 -9%
AAS
25
Avantax Advisory Services
Texas
$620K -$33.4K -446 -6%

XTN Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q4 2023, worth a combined $53.6M — down 12% from $61.2M a quarter earlier.

Fund positioning in XTN was balanced in Q4 2023: 13 funds opened new positions, 13 closed out, 14 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.4M. The largest seller was Genesee Capital Advisors, cutting an estimated $2.17M.

  • 83 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $53.6M of State Street SPDR S&P Transportation ETF stock for Q4 2023, down 12% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Transportation ETF positions in Q4 2023 and 13 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.4M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q4 2023 was Genesee Capital Advisors, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2023.