Mariner Independent Advisor Network’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$369K	Sell	11,895 -1,600	-12%	-$54.4K	0.02%	507
2022 Q2	$469K	Sell	13,495 -164,530	-92%	-$5.94M	0.02%	477
2022 Q1	$7.01M	Buy	+178,025	New	+$7.17M	0.27%	95
2021 Q3	–	Sell	-49,707	Closed	-$2.26M	–	524
2021 Q2	$2.26M	Buy	49,707 +2,707	+6%	+$121K	0.1%	220
2021 Q1	$2.06M	Buy	47,000 +24,665	+110%	+$1.1M	0.11%	198
2020 Q4	$942K	Buy	22,335 +2,925	+15%	+$116K	0.05%	289
2020 Q3	$710K	Buy	+19,410	New	+$708K	0.06%	246

Other funds holding SPEM

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

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

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

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

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

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

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

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

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 12% in Q3 2022, selling an estimated $54.4K and leaving 11,895 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #507.

Mariner Independent Advisor Network first reported a position in SPEM in Q3 2020 and has held it in 7 quarters since. The position peaked at $7.01M in Q1 2022. 566 funds tracked by Wall St. Rank hold SPEM as of Q3 2022.

Mariner Independent Advisor Network held 11,895 shares of State Street SPDR Portfolio Emerging Markets ETF worth $369K as of Q3 2022.
Mariner Independent Advisor Network sold 1,600 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2022, an estimated $54.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #507 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 7 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.01M in Q1 2022.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2022.

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