Mariner Independent Advisor Network’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.51M	Buy	97,442 +6,450	+7%	+$186K	0.11%	195
2022 Q2	$2.62M	Sell	90,992 -4,350	-5%	-$138K	0.11%	193
2022 Q1	$3.29M	Buy	95,342 +47,669	+100%	+$1.65M	0.13%	167
2021 Q4	$1.75M	Buy	47,673 +16,077	+51%	+$591K	0.08%	247
2021 Q3	$1.14M	Buy	31,596 +4,840	+18%	+$180K	0.06%	311
2021 Q2	$984K	Buy	26,756 +4,197	+19%	+$156K	0.04%	341
2021 Q1	$798K	Buy	22,559 +7,928	+54%	+$278K	0.04%	329
2020 Q4	$494K	Buy	+14,631	New	+$461K	0.03%	349

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.1% in Q3 2022, buying an estimated $186K and bringing the position to 97,442 shares worth $2.51M. The position accounts for 0.11% of the portfolio, ranked #195.

Mariner Independent Advisor Network first reported a position in SPDW in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.29M in Q1 2022. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

Mariner Independent Advisor Network held 97,442 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.51M as of Q3 2022.
Mariner Independent Advisor Network bought 6,450 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $186K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #195 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.29M in Q1 2022.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

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