SPDR S&P TRANSPORTATION ETF (XTN) Institutional Shareholders
SPDR S&P TRANSPORTATION ETF (XTN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $162.65M in XTN holdings during the latest filing period.
Phoenix Financial Ltd. is currently the largest disclosed institutional shareholder of XTN tracked by InsiderSet, reporting ownership valued at approximately $89.35M in its March 31, 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 $104.70M, representing an estimated gain of +17.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed XTN value among the investors covered in this analysis. Major shareholders include Phoenix Financial Ltd., Element Pointe Advisors, Llc, Wells Fargo & Company/Mn, 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
96
Total Reported Value
$162.65M
Largest Holder
Phoenix Financial Ltd.
Largest Position
$89.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. | 0.85% | 960,785 | $89,353,005 | $104,696,741 | +$15,343,736 | +17.17% | |
| Element Pointe Advisors, Llc | 3.93% | 223,948 | $20,827,164 | $24,403,614 | +$3,576,450 | +17.17% | |
| Wells Fargo & Company/Mn | 0.00% | 68,601 | $6,379,893 | $7,475,451 | +$1,095,558 | +17.17% | |
| Morgan Stanley | 0.00% | 65,432 | $6,085,260 | $7,130,125 | +$1,044,865 | +17.17% | |
| Bnp Paribas Financial Markets | 0.00% | 40,000 | $3,720,000 | $4,358,800 | +$638,800 | +17.17% | |
| Lpl Financial Llc | 0.00% | 35,560 | $3,307,075 | $3,874,973 | +$567,898 | +17.17% | |
| Bank Of America Corp | 0.00% | 27,835 | $2,588,675 | $3,033,180 | +$444,505 | +17.17% | |
| Ameriprise Financial Inc | 0.00% | 26,828 | $2,497,294 | $2,923,447 | +$426,153 | +17.06% | |
| Osaic Holdings, Inc. | 0.00% | 23,681 | $2,202,499 | $2,580,519 | +$378,020 | +17.16% | |
| Royal Bank Of Canada | 0.00% | 22,117 | $2,056,000 | $2,410,089 | +$354,089 | +17.22% | |
| Cetera Investment Advisers | 0.00% | 19,963 | $1,856,526 | $2,175,368 | +$318,842 | +17.17% | |
| Stifel Financial Corp | 0.00% | 17,656 | $1,642,063 | $1,923,974 | +$281,911 | +17.17% | |
| Hollencrest Capital Management | 0.06% | 16,000 | $1,488,000 | $1,743,520 | +$255,520 | +17.17% | |
| Ubs Group Ag | 0.00% | 14,672 | $1,364,496 | $1,598,808 | +$234,312 | +17.17% | |
| Brookstone Capital Management | 0.01% | 10,119 | $1,170,161 | $1,102,667 | -$67,494 | -5.77% | |
| Keystone Financial Group | 0.07% | 9,622 | $1,112,743 | $1,048,509 | -$64,234 | -5.77% | |
| Raymond James Financial Inc | 0.00% | 10,653 | $990,763 | $1,160,857 | +$170,094 | +17.17% | |
| Syntegra Private Wealth Group, Llc | 0.08% | 8,467 | $979,124 | $922,649 | -$56,475 | -5.77% | |
| Garden State Investment Advisory Services Llc | 0.21% | 9,545 | $887,685 | $1,040,119 | +$152,434 | +17.17% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,518 | $885,272 | $1,037,176 | +$151,904 | +17.16% | |
| Davenport & Co Llc | 0.00% | 7,407 | $856,598 | $807,141 | -$49,457 | -5.77% | |
| Jane Street Group, Llc | 0.00% | 7,966 | $740,838 | $868,055 | +$127,217 | +17.17% | |
| Pnc Financial Services Group, Inc. | 0.00% | 6,064 | $563,992 | $660,794 | +$96,802 | +17.16% | |
| Kestra Advisory Services, Llc | 0.00% | 4,852 | $561,115 | $528,722 | -$32,393 | -5.77% | |
| Susquehanna International Group, Llp | 0.00% | 5,645 | $524,985 | $615,136 | +$90,151 | +17.17% | |
| Private Advisor Group, Llc | 0.00% | 4,228 | $488,949 | $460,725 | -$28,224 | -5.77% | |
| Total Wealth Planning & Management, Inc. | 0.34% | 3,940 | $455,622 | $429,342 | -$26,280 | -5.77% | |
| M3 Advisory Group, Llc | 0.24% | 3,929 | $454,376 | $428,143 | -$26,233 | -5.77% | |
| First Growth Capital Llc | 0.34% | 3,886 | $449,377 | $423,457 | -$25,920 | -5.77% | |
| Gryphon Financial Partners Llc | 0.05% | 4,800 | $446,400 | $523,056 | +$76,656 | +17.17% | |
| Sovran Advisors, Llc | 0.03% | 3,619 | $408,947 | $394,362 | -$14,585 | -3.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,986 | $345,320 | $325,384 | -$19,936 | -5.77% | |
| Kkm Financial Llc | 0.06% | 3,425 | $312,940 | $373,222 | +$60,282 | +19.26% | |
| Citigroup Inc | 0.00% | 2,548 | $294,651 | $277,656 | -$16,995 | -5.77% | |
| Equitable Holdings, Inc. | 0.00% | 3,140 | $286,917 | $342,166 | +$55,249 | +19.26% | |
| Wealthcare Advisory Partners Llc | 0.01% | 2,406 | $278,230 | $262,182 | -$16,048 | -5.77% | |
| J.W. Cole Advisors, Inc. | 0.00% | 2,324 | $268,797 | $253,246 | -$15,551 | -5.79% | |
| Global Financial Private Client, Llc | 0.07% | 2,316 | $267,822 | $252,375 | -$15,447 | -5.77% | |
| Retirement Income Solutions, Inc | 0.04% | 2,777 | $258,261 | $302,610 | +$44,349 | +17.17% | |
| Independent Advisor Alliance | 0.00% | 2,705 | $251,564 | $294,764 | +$43,200 | +17.17% | |
| Perryman Financial Advisory Inc | 0.03% | 2,134 | $246,818 | $232,542 | -$14,276 | -5.78% | |
| Advisornet Financial, Inc | 0.01% | 1,997 | $230,986 | $217,613 | -$13,373 | -5.79% | |
| Geneos Wealth Management Inc. | 0.01% | 2,400 | $223,200 | $261,528 | +$38,328 | +17.17% | |
| Harbour Investments, Inc. | 0.00% | 2,269 | $211,066 | $247,253 | +$36,187 | +17.14% | |
| Jones Financial Companies Lllp | 0.00% | 2,265 | $205,040 | $246,817 | +$41,777 | +20.38% | |
| Henson-Edgewater Management, Llc | 0.13% | 2,195 | $204,135 | $239,189 | +$35,054 | +17.17% | |
| Hamilton Point Investment Advisors, Llc | 0.03% | 1,624 | $187,749 | $176,967 | -$10,782 | -5.74% | |
| Fmr Llc | 0.00% | 1,661 | $154,464 | $180,999 | +$26,535 | +17.18% | |
| Spire Wealth Management | 0.00% | 923 | $106,718 | $100,579 | -$6,139 | -5.75% | |
| Western Wealth Management, Llc | 0.00% | 1,133 | $105,340 | $123,463 | +$18,123 | +17.20% |
Frequently asked questions about XTN
Who owns the most XTN stock?
The largest holders of XTN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P TRANSPORTATION ETF (XTN).
Is XTN widely held by superinvestors?
Many widely followed stocks like XTN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XTN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.