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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.06M	Buy	18,359 +2,296	+14%	+$147K	0.05%	355
2022 Q2	$984K	Sell	16,063 -12,199	-43%	-$799K	0.04%	372
2022 Q1	$1.99M	Buy	+28,262	New	+$1.96M	0.08%	259
2021 Q4	–	Sell	-28,547	Closed	-$1.9M	–	489
2021 Q3	$1.9M	Buy	28,547 +2,435	+9%	+$164K	0.09%	233
2021 Q2	$1.76M	Buy	26,112 +11,253	+76%	+$772K	0.08%	261
2021 Q1	$972K	Buy	+14,859	New	+$911K	0.05%	305
2019 Q2	–	Sell	-49,073	Closed	-$2.5M	–	377
2019 Q1	$2.5M	Sell	49,073 -5,436	-10%	-$270K	0.21%	113
2018 Q4	$2.58M	Buy	54,509 +1,630	+3%	+$80.1K	0.23%	105
2018 Q3	$2.84M	Buy	+52,879	New	+$2.84M	0.36%	65

Other funds holding MDYV

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 14% in Q3 2022, buying an estimated $147K and bringing the position to 18,359 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #355.

Mariner Independent Advisor Network first reported a position in MDYV in Q3 2018 and has held it in 9 quarters since. The position peaked at $2.84M in Q3 2018. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Mariner Independent Advisor Network held 18,359 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.06M as of Q3 2022.
Mariner Independent Advisor Network bought 2,296 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $147K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #355 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and has held it in 9 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.84M in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

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