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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$534K	Sell	14,764 -164	-1%	-$6.26K	0.02%	461
2022 Q2	$571K	Buy	+14,928	New	+$588K	0.02%	458
2018 Q3	–	Sell	-11,451	Closed	-$341K	–	259
2018 Q2	$341K	Sell	11,451 -149	-1%	-$4.57K	0.06%	136
2018 Q1	$359K	Buy	11,600 +3	+0%	+$93	0.02%	308
2017 Q4	$356K	Buy	+11,597	New	+$356K	0.04%	263
2017 Q2	–	Sell	-10,947	Closed	-$314K	–	271
2017 Q1	$314K	Buy	+10,947	New	+$312K	0.04%	199

Other funds holding KIE

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 1.1% in Q3 2022, selling an estimated $6.26K and leaving 14,764 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #461.

Mariner Independent Advisor Network first reported a position in KIE in Q1 2017 and has held it in 6 quarters since. The position peaked at $571K in Q2 2022. 113 funds tracked by Wall St. Rank hold KIE as of Q3 2022.

Mariner Independent Advisor Network held 14,764 shares of State Street SPDR S&P Insurance ETF worth $534K as of Q3 2022.
Mariner Independent Advisor Network sold 164 State Street SPDR S&P Insurance ETF shares in Q3 2022, an estimated $6.26K.
State Street SPDR S&P Insurance ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #461 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and has held it in 6 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P Insurance ETF position peaked at $571K in Q2 2022.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2022.

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