MIAN
SLY

Mariner Independent Advisor Network’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Mariner Independent Advisor Network’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5.97M Buy
78,919
+48,681
+161% +$4.1M 0.26% 94
2022
Q2 		$2.44M Buy
30,238
+3,493
+13% +$302K 0.1% 204
2022
Q1 		$2.51M Buy
26,745
+370
+1% +$34.6K 0.1% 211
2021
Q4 		$2.64M Buy
26,375
+9,354
+55% +$925K 0.12% 189
2021
Q3 		$1.61M Buy
17,021
+815
+5% +$77.6K 0.08% 265
2021
Q2 		$1.58M Sell
16,206
-2,286
-12% -$221K 0.07% 281
2021
Q1 		$1.74M Buy
+18,492
New +$1.68M 0.09% 228

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 161% in Q3 2022, buying an estimated $4.1M and bringing the position to 78,919 shares worth $5.97M. The position accounts for 0.26% of the portfolio, ranked #94.

Mariner Independent Advisor Network first reported a position in SLY in Q1 2021 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SLY as of Q3 2022.

  • Mariner Independent Advisor Network held 78,919 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $5.97M as of Q3 2022.
  • Mariner Independent Advisor Network bought 48,681 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2022, an estimated $4.1M.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.26% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #94 holding.
  • Mariner Independent Advisor Network first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q3 2022.

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