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 99 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $69 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,106
shares
|
$341,182
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
4,800
shares
|
$320,735
0.06% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,228
shares
|
$282,514
0.04% of portfolio
|
Q1 2025
Added 4.32%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,083
shares
|
$272,826
0.0% of portfolio
|
Q3 2024
Reduced 72.93%
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,943
shares
|
$263,471
0.0% of portfolio
|
Q4 2024
Reduced 52.84%
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
3,665
shares
|
$244,895
0.26% of portfolio
|
Q1 2025
Added 1.52%
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,425
shares
|
$228,858
0.12% of portfolio
|
Q4 2023
New holding
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,358
shares
|
$224,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,174
shares
|
$212,086
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,173
shares
|
$212,019
0.0% of portfolio
|
Q1 2024
Added 6.94%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,150
shares
|
$210,482
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,022
shares
|
$201,930
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,816
shares
|
$188,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
2,777
shares
|
$185,559
0.05% of portfolio
|
Q1 2023
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,569
shares
|
$171,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
2,432
shares
|
$162,506
0.0% of portfolio
|
Q4 2024
Reduced 85.61%
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,402
shares
|
$160,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,324
shares
|
$155,289
0.04% of portfolio
|
Q3 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,195
shares
|
$146,669
0.0% of portfolio
|
Q4 2024
Reduced 42.16%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,489
shares
|
$99,494
0.0% of portfolio
|
Q4 2024
Added 29.93%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,189
shares
|
$79,448
0.0% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
905
shares
|
$60,472
0.01% of portfolio
|
Q1 2025
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
549
shares
|
$36,684
0.02% of portfolio
|
Q4 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
500
shares
|
$33,410
0.0% of portfolio
|
Q1 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$33,410
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|