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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$19.4M	Buy	173,690 +72,187	+71%	+$8.89M	0.83%	20
2022 Q2	$12.2M	Buy	101,503 +29,851	+42%	+$3.72M	0.51%	42
2022 Q1	$9.15M	Buy	71,652 +6,301	+10%	+$796K	0.35%	72
2021 Q4	$8.43M	Buy	65,351 +8,691	+15%	+$1.08M	0.4%	58
2021 Q3	$6.66M	Buy	56,660 +5,001	+10%	+$612K	0.33%	78
2021 Q2	$6.32M	Sell	51,659 -4,093	-7%	-$506K	0.29%	83
2021 Q1	$6.58M	Buy	55,752 +960	+2%	+$108K	0.34%	64
2020 Q4	$5.8M	Buy	54,792 +66	+0.1%	+$6.68K	0.31%	77
2020 Q3	$5.06M	Buy	54,726 +47	+0.1%	+$4.43K	0.42%	60
2020 Q2	$4.96M	Buy	54,679 +3,820	+8%	+$336K	0.46%	56
2020 Q1	$3.87M	Sell	50,859 -2,014	-4%	-$199K	0.35%	76
2019 Q4	$5.69M	Buy	52,873 +619	+1%	+$65K	0.41%	60
2019 Q3	$5.28M	Buy	52,254 +1,976	+4%	+$199K	0.4%	63
2019 Q2	$5.07M	Sell	50,278 -64	-0.1%	-$6.4K	0.38%	69
2019 Q1	$5.03M	Buy	50,342 +274	+0.5%	+$26.3K	0.43%	61
2018 Q4	$4.6M	Buy	50,068 +646	+1%	+$60.9K	0.41%	62
2018 Q3	$4.84M	Buy	+49,422	New	+$4.79M	0.61%	44
2018 Q2	–	Sell	-50,224	Closed	-$4.58M	–	286
2018 Q1	$4.58M	Buy	50,224 +5,206	+12%	+$487K	0.28%	80
2017 Q4	$4.25M	Buy	+45,018	New	+$4.22M	0.45%	53
2017 Q1	–	Sell	-74,358	Closed	-$6.36M	–	341
2016 Q4	$6.36M	Buy	+74,358	New	+$6.25M	1.03%	32
2016 Q3	–	Sell	-53,848	Closed	-$4.9M	–	189
2016 Q2	$4.9M	Buy	+53,848	New	+$4.38M	0.92%	26

Other funds holding SDY

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR S&P Dividend ETF (SDY) stake by 71% in Q3 2022, buying an estimated $8.89M and bringing the position to 173,690 shares worth $19.4M. The position accounts for 0.83% of the portfolio, ranked #20.

Mariner Independent Advisor Network first reported a position in SDY in Q2 2016 and has held it in 21 quarters since. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Mariner Independent Advisor Network held 173,690 shares of State Street SPDR S&P Dividend ETF worth $19.4M as of Q3 2022.
Mariner Independent Advisor Network bought 72,187 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $8.89M.
State Street SPDR S&P Dividend ETF made up 0.83% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #20 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 21 quarters since.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

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