XTN Institutional Ownership & Shareholders
SPDR S&P TRANSPORTATION ETF (XTN) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Menora Mivtachim Holdings Ltd. is currently the largest disclosed institutional shareholder of XTN tracked by InsiderSet, reporting ownership valued at approximately $118.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.07M, representing an estimated loss of -13.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed XTN value among the investors covered in this analysis. Major shareholders include Menora Mivtachim Holdings Ltd., Element Pointe Advisors, Llc, Aberdeen Group Plc, and several other long-term asset managers with concentrated positions in SPDR S&P TRANSPORTATION ETF (XTN).
This page ranks the largest institutional XTN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$246.90M
Largest Holder
Menora Mivtachim Holdings Ltd.
Largest Position
$118.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd. | 0.46% | 1,025,000 | $118,531,000 | $102,069,500 | -$16,461,500 | -13.89% | |
| Element Pointe Advisors, Llc | 4.01% | 290,024 | $28,399,150 | $28,880,590 | +$481,440 | +1.70% | |
| Aberdeen Group Plc | 0.03% | 37,390 | $18,223,138 | $3,723,296 | -$14,499,842 | -79.57% | |
| Wells Fargo & Company/Mn | 0.00% | 113,057 | $13,073,911 | $11,258,216 | -$1,815,695 | -13.89% | |
| Morgan Stanley | 0.00% | 104,460 | $12,079,913 | $10,402,127 | -$1,677,786 | -13.89% | |
| Lpl Financial Llc | 0.00% | 75,054 | $7,349,298 | $7,473,877 | +$124,579 | +1.70% | |
| Cambiar Investors Llc | 0.16% | 41,651 | $4,078,466 | $4,147,607 | +$69,141 | +1.70% | |
| Bnp Paribas Financial Markets | 0.00% | 30,000 | $3,469,200 | $2,987,400 | -$481,800 | -13.89% | |
| Bank Of America Corp | 0.00% | 28,299 | $3,272,480 | $2,818,014 | -$454,466 | -13.89% | |
| Raymond James Financial Inc | 0.00% | 26,862 | $3,106,251 | $2,674,918 | -$431,333 | -13.89% | |
| Cetera Investment Advisers | 0.00% | 26,047 | $3,012,066 | $2,593,760 | -$418,306 | -13.89% | |
| Osaic Holdings, Inc. | 0.00% | 23,690 | $2,739,617 | $2,359,050 | -$380,567 | -13.89% | |
| Ameriprise Financial Inc | 0.00% | 23,527 | $2,720,615 | $2,342,819 | -$377,796 | -13.89% | |
| Stifel Financial Corp | 0.00% | 16,352 | $1,890,861 | $1,628,332 | -$262,529 | -13.88% | |
| Hollencrest Capital Management | 0.12% | 16,000 | $1,850,240 | $1,593,280 | -$256,960 | -13.89% | |
| Garden State Investment Advisory Services Llc | 0.35% | 15,295 | $1,768,712 | $1,523,076 | -$245,636 | -13.89% | |
| Jpmorgan Chase & Co | 0.00% | 11,266 | $1,305,053 | $1,121,868 | -$183,185 | -14.04% | |
| Integrated Wealth Concepts Llc | 0.01% | 10,645 | $1,230,993 | $1,060,029 | -$170,964 | -13.89% | |
| Mariner, Llc | 0.00% | 10,134 | $1,171,802 | $1,009,144 | -$162,658 | -13.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,871 | $1,141,589 | $982,954 | -$158,635 | -13.90% | |
| Keystone Financial Group | 0.07% | 9,622 | $1,112,743 | $958,159 | -$154,584 | -13.89% | |
| Ubs Group Ag | 0.00% | 9,065 | $1,048,277 | $902,693 | -$145,584 | -13.89% | |
| Goldman Sachs Group Inc | 0.00% | 7,977 | $922,460 | $794,350 | -$128,110 | -13.89% | |
| Jane Street Group, Llc | 0.00% | 7,929 | $916,910 | $789,570 | -$127,340 | -13.89% | |
| Susquehanna International Group, Llp | 0.00% | 7,230 | $836,077 | $719,963 | -$116,114 | -13.89% | |
| Syntegra Private Wealth Group, Llc | 0.06% | 8,467 | $829,089 | $843,144 | +$14,055 | +1.70% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 8,276 | $820,565 | $824,124 | +$3,559 | +0.43% | |
| Royal Bank Of Canada | 0.00% | 5,405 | $626,000 | $538,230 | -$87,770 | -14.02% | |
| Imc-Chicago, Llc | 0.00% | 5,524 | $540,910 | $550,080 | +$9,170 | +1.70% | |
| Private Advisor Group, Llc | 0.00% | 4,228 | $488,949 | $421,024 | -$67,925 | -13.89% | |
| Gryphon Financial Partners Llc | 0.04% | 4,800 | $470,016 | $477,984 | +$7,968 | +1.70% | |
| M3 Advisory Group, Llc | 0.24% | 3,929 | $454,376 | $391,250 | -$63,126 | -13.89% | |
| Kestra Advisory Services, Llc | 0.00% | 4,360 | $426,890 | $434,169 | +$7,279 | +1.71% | |
| Total Wealth Planning & Management, Inc. | 0.33% | 4,137 | $405,095 | $411,962 | +$6,867 | +1.70% | |
| Kkm Financial Llc | 0.05% | 3,425 | $396,067 | $341,062 | -$55,006 | -13.89% | |
| Bank Of New York Mellon Corp | 0.00% | 4,013 | $392,883 | $399,615 | +$6,732 | +1.71% | |
| Sovran Advisors, Llc | 0.03% | 3,769 | $373,922 | $375,317 | +$1,395 | +0.37% | |
| First Growth Capital Llc | 0.29% | 3,649 | $357,310 | $363,367 | +$6,057 | +1.70% | |
| Jones Financial Companies Lllp | 0.00% | 2,714 | $314,633 | $270,260 | -$44,373 | -14.10% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,627 | $303,786 | $261,597 | -$42,189 | -13.89% | |
| Equitable Holdings, Inc. | 0.00% | 2,562 | $296,294 | $255,124 | -$41,170 | -13.89% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,010 | $294,781 | $299,736 | +$4,955 | +1.68% | |
| Fifth Third Bancorp | 0.00% | 2,895 | $283,527 | $288,284 | +$4,757 | +1.68% | |
| Geneos Wealth Management Inc. | 0.01% | 2,400 | $277,536 | $238,992 | -$38,544 | -13.89% | |
| Retirement Income Solutions, Inc | 0.04% | 2,777 | $258,261 | $276,534 | +$18,273 | +7.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,557 | $250,410 | $254,626 | +$4,216 | +1.68% | |
| Henson-Edgewater Management, Llc | 0.13% | 2,195 | $242,965 | $218,578 | -$24,387 | -10.04% | |
| Global Financial Private Client, Llc | 0.06% | 2,368 | $231,875 | $235,805 | +$3,930 | +1.70% | |
| J.W. Cole Advisors, Inc. | 0.00% | 2,325 | $227,671 | $231,524 | +$3,853 | +1.69% | |
| Harbour Investments, Inc. | 0.00% | 2,270 | $222,265 | $226,047 | +$3,782 | +1.70% |
Frequently asked questions about XTN
Who are the largest institutional holders of XTN?
The largest institutional holders of XTN reported in the latest SEC Form 13F filings include Menora Mivtachim Holdings Ltd., Element Pointe Advisors, Llc, Aberdeen Group Plc, Wells Fargo & Company/Mn, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported XTN position.
What is XTN institutional ownership?
This page tracks XTN positions reported by institutional investment managers through SEC Form 13F. SPDR S&P TRANSPORTATION ETF (XTN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTN?
InsiderSet currently tracks 99 institutional managers reporting XTN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XTN shareholders.
How much XTN stock do institutions own?
Institutional investment managers disclosed approximately $246.90M in XTN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTN institutional ownership last updated?
The latest XTN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XTN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XTN position after the reporting date.
Are institutions buying or selling XTN?
Institutional buying and selling can be analyzed by comparing XTN positions across consecutive 13F reporting periods. InsiderSet's XTN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTN ownership changes.
How has XTN institutional ownership changed over time?
InsiderSet tracks XTN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.