Mariner Independent Advisor Network’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Mariner Independent Advisor Network’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$551K	Sell	12,451 -41,548	-77%	-$1.97M	0.02%	456
2022 Q2	$2.37M	Sell	53,999 -44	-0.1%	-$2.09K	0.1%	208
2022 Q1	$2.83M	Buy	54,043 +756	+1%	+$42.2K	0.11%	192
2021 Q4	$2.91M	Buy	53,287 +6,277	+13%	+$348K	0.14%	171
2021 Q3	$2.49M	Sell	47,010 -744	-2%	-$37.8K	0.12%	193
2021 Q2	$2.45M	Buy	47,754 +515	+1%	+$27.5K	0.11%	208
2021 Q1	$2.45M	Buy	47,239 +242	+0.5%	+$11.8K	0.13%	168
2020 Q4	$1.97M	Buy	+46,997	New	+$1.74M	0.11%	202
2019 Q3	–	Sell	-10,633	Closed	-$464K	–	384
2019 Q2	$464K	Sell	10,633 -6,201	-37%	-$269K	0.03%	319
2019 Q1	$720K	Sell	16,834 -355	-2%	-$15.2K	0.06%	263
2018 Q4	$686K	Buy	17,189 +2,582	+18%	+$109K	0.06%	264
2018 Q3	$641K	Buy	+14,607	New	+$712K	0.08%	170
2018 Q2	–	Sell	-18,706	Closed	-$895K	–	245
2018 Q1	$895K	Sell	18,706 -167	-0.9%	-$8.3K	0.06%	231
2017 Q4	$893K	Buy	+18,873	New	+$868K	0.09%	190
2017 Q2	–	Sell	-22,980	Closed	-$988K	–	269
2017 Q1	$988K	Buy	+22,980	New	+$1.01M	0.12%	105

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Independent Advisor Network's KBE Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR S&P Bank ETF (KBE) stake by 77% in Q3 2022, selling an estimated $1.97M and leaving 12,451 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #456.

Mariner Independent Advisor Network first reported a position in KBE in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.91M in Q4 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Mariner Independent Advisor Network held 12,451 shares of State Street SPDR S&P Bank ETF worth $551K as of Q3 2022.
Mariner Independent Advisor Network sold 41,548 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $1.97M.
State Street SPDR S&P Bank ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #456 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and has held it in 15 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P Bank ETF position peaked at $2.91M in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.