Mariner Independent Advisor Network’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$945K	Sell	34,028 -1,498	-4%	-$44.3K	0.04%	380
2022 Q2	$1.05M	Sell	35,526 -11,040	-24%	-$334K	0.04%	357
2022 Q1	$1.48M	Buy	46,566 +658	+1%	+$21.7K	0.06%	309
2021 Q4	$1.58M	Sell	45,908 -1,091	-2%	-$38.2K	0.07%	263
2021 Q3	$1.65M	Buy	46,999 +2,237	+5%	+$79.6K	0.08%	262
2021 Q2	$1.58M	Sell	44,762 -27,620	-38%	-$963K	0.07%	282
2021 Q1	$2.49M	Buy	72,382 +53,822	+290%	+$1.89M	0.13%	166
2020 Q4	$672K	Buy	18,560 +6,839	+58%	+$245K	0.04%	328
2020 Q3	$414K	Buy	+11,721	New	+$419K	0.03%	275

Other funds holding SPBO

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 4.2% in Q3 2022, selling an estimated $44.3K and leaving 34,028 shares worth $945K. The position accounts for 0.04% of the portfolio, ranked #380.

Mariner Independent Advisor Network first reported a position in SPBO in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.49M in Q1 2021. 60 funds tracked by Wall St. Rank hold SPBO as of Q3 2022.

Mariner Independent Advisor Network held 34,028 shares of State Street SPDR Portfolio Corporate Bond ETF worth $945K as of Q3 2022.
Mariner Independent Advisor Network sold 1,498 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2022, an estimated $44.3K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #380 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and has held it in 9 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.49M in Q1 2021.
60 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2022.

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