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 $68.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
465
shares
|
$31,871
0.0% of portfolio
|
Q2 2024
Reduced 42.02%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
425
shares
|
$29,129
0.01% of portfolio
|
Q2 2020
Reduced 51.21%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
413
shares
|
$28,307
0.0% of portfolio
|
Q4 2024
Added 92.99%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
408
shares
|
$27,964
0.02% of portfolio
|
Q4 2022
New holding
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
300
shares
|
$20,562
0.01% of portfolio
|
Q1 2025
New holding
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
286
shares
|
$19,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
260
shares
|
$17,820
0.0% of portfolio
|
Q3 2024
Reduced 79.15%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
232
shares
|
$15,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
200
shares
|
$13,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
200
shares
|
$13,708
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$13,708
0.02% of portfolio
|
Q1 2022
Added 33.33%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
200
shares
|
$13,708
0.0% of portfolio
|
Q4 2021
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
200
shares
|
$13,708
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
193
shares
|
$13,228
0.0% of portfolio
|
Q4 2024
Added 54.4%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
193
shares
|
$13,228
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
161
shares
|
$11,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
148
shares
|
$10,143
0.0% of portfolio
|
Q4 2024
Reduced 70.04%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110
shares
|
$7,539
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
110
shares
|
$7,539
0.0% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
102
shares
|
$6,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
100
shares
|
$6,854
0.0% of portfolio
|
Q3 2023
Reduced 70.5%
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
65
shares
|
$4,455
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
55
shares
|
$3,769
0.0% of portfolio
|
Q4 2023
Reduced 76.6%
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
54
shares
|
$3,701
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52
shares
|
$3,564
0.0% of portfolio
|
Q4 2024
Added 1.96%
|