Mariner Independent Advisor Network’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.27M	Sell	171,060 -40,734	-19%	-$1.07M	0.18%	134
2022 Q2	$5.58M	Sell	211,794 -221,325	-51%	-$5.9M	0.24%	108
2022 Q1	$12M	Sell	433,119 -51,219	-11%	-$1.46M	0.46%	51
2021 Q4	$14.3M	Buy	484,338 +81,299	+20%	+$2.42M	0.67%	25
2021 Q3	$12M	Sell	403,039 -139,502	-26%	-$4.21M	0.59%	29
2021 Q2	$16.3M	Buy	542,541 +52,981	+11%	+$1.58M	0.74%	23
2021 Q1	$14.5M	Buy	489,560 +195,390	+66%	+$5.89M	0.76%	25
2020 Q4	$9.06M	Buy	294,170 +191,630	+187%	+$5.89M	0.48%	38
2020 Q3	$3.15M	Buy	102,540 +43,499	+74%	+$1.35M	0.26%	102
2020 Q2	$1.82M	Buy	+59,041	New	+$1.8M	0.17%	146

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 19% in Q3 2022, selling an estimated $1.07M and leaving 171,060 shares worth $4.27M. The position accounts for 0.18% of the portfolio, ranked #134.

Mariner Independent Advisor Network first reported a position in SPAB in Q2 2020 and has held it in 10 quarters since. The position peaked at $16.3M in Q2 2021. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

Mariner Independent Advisor Network held 171,060 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.27M as of Q3 2022.
Mariner Independent Advisor Network sold 40,734 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $1.07M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.18% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #134 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16.3M in Q2 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

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