Mariner Independent Advisor Network’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$768K	Buy	+12,724	New	+$840K	0.03%	417
2018 Q4	–	Sell	-11,296	Closed	-$584K	–	365
2018 Q3	$584K	Buy	+11,296	New	+$630K	0.07%	176
2015 Q1	–	Sell	-9,672	Closed	-$382K	–	134
2014 Q4	$382K	Buy	9,672 +75	+0.8%	+$2.88K	0.18%	100
2014 Q3	$361K	Buy	9,597 +1,602	+20%	+$61.5K	0.19%	79
2014 Q2	$310K	Buy	+7,995	New	+$300K	0.15%	89

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Mariner Independent Advisor Network opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022: 12,724 shares worth $768K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in MDYG as recently as Q3 2018.

Mariner Independent Advisor Network first reported a position in MDYG in Q2 2014 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Mariner Independent Advisor Network held 12,724 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $768K as of Q3 2022.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Mariner Independent Advisor Network position in Q3 2022.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #417 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2014 and has held it in 5 quarters since.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

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