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 94 institutions that hold shares in the stock, with a total of 993,996 shares, which have been reported (via 13F filing form) to have a value of $74.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
425
shares
|
$31,849
0.01% of portfolio
|
Q2 2020
Reduced 51.21%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
413
shares
|
$30,950
0.0% of portfolio
|
Q4 2024
Added 92.99%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
408
shares
|
$30,575
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
286
shares
|
$21,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
260
shares
|
$19,484
0.0% of portfolio
|
Q3 2024
Reduced 79.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
200
shares
|
$14,988
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$14,988
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$14,988
0.02% of portfolio
|
Q1 2022
Added 33.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$14,988
0.0% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
193
shares
|
$14,463
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
193
shares
|
$14,463
0.0% of portfolio
|
Q4 2024
Added 54.4%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
161
shares
|
$12,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
148
shares
|
$11,091
0.0% of portfolio
|
Q4 2024
Reduced 70.04%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
110
shares
|
$8,243
0.0% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110
shares
|
$8,243
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
102
shares
|
$7,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
100
shares
|
$7,494
0.0% of portfolio
|
Q3 2023
Reduced 70.5%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
65
shares
|
$4,871
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
55
shares
|
$4,121
0.0% of portfolio
|
Q4 2023
Reduced 76.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
54
shares
|
$4,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52
shares
|
$3,896
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$3,672
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41
shares
|
$3,072
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
41
shares
|
$3,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$2,922
0.0% of portfolio
|
Q3 2024
Reduced 68.03%
|