Institutional Ownership Spdr Ser Tr S&P Transn ETF (XTN)
This table provides information about the institutional ownership of Spdr Ser Tr S&P Transn ETF (XTN). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 832,078 shares, which have been reported (via 13F filing form) to have a value of $71.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
408
shares
|
$35,190
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
300
shares
|
$25,875
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
286
shares
|
$24,667
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
260
shares
|
$22,425
0.0% of portfolio
|
Q3 2024
Reduced 79.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
232
shares
|
$20,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
216
shares
|
$18,630
0.0% of portfolio
|
Q1 2025
Added 2060.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
200
shares
|
$17,250
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
200
shares
|
$17,250
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
200
shares
|
$17,250
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$17,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$17,250
0.02% of portfolio
|
Q1 2022
Added 33.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
193
shares
|
$16,646
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
193
shares
|
$16,646
0.0% of portfolio
|
Q4 2024
Added 54.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
162
shares
|
$13,972
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
148
shares
|
$12,765
0.0% of portfolio
|
Q4 2024
Reduced 70.04%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
132
shares
|
$11,385
0.0% of portfolio
|
Q1 2025
Added 13100.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
110
shares
|
$9,487
0.0% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
110
shares
|
$9,487
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
102
shares
|
$8,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
100
shares
|
$8,625
0.0% of portfolio
|
Q3 2023
Reduced 70.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
88
shares
|
$7,590
0.0% of portfolio
|
Q1 2025
Added 238.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
65
shares
|
$5,606
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$4,743
0.0% of portfolio
|
Q4 2023
Reduced 76.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
54
shares
|
$4,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52
shares
|
$4,485
0.0% of portfolio
|
Q4 2024
Added 1.96%
|