Mariner Independent Advisor Network’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.02M	Sell	140,766 -81,878	-37%	-$3.88M	0.26%	92
2022 Q2	$10.4M	Sell	222,644 -1,103	-0.5%	-$55.1K	0.44%	51
2022 Q1	$12.3M	Buy	223,747 +14,509	+7%	+$794K	0.47%	48
2021 Q4	$12.2M	Buy	209,238 +30,218	+17%	+$1.73M	0.57%	34
2021 Q3	$9.8M	Buy	179,020 +1,848	+1%	+$104K	0.48%	44
2021 Q2	$9.84M	Buy	177,172 +5,965	+3%	+$326K	0.45%	45
2021 Q1	$8.96M	Buy	+171,207	New	+$8.78M	0.47%	48

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 37% in Q3 2022, selling an estimated $3.88M and leaving 140,766 shares worth $6.02M. The position accounts for 0.26% of the portfolio, ranked #92.

Mariner Independent Advisor Network first reported a position in SPGM in Q1 2021 and has held it in 7 quarters since. The position peaked at $12.3M in Q1 2022. 79 funds tracked by Wall St. Rank hold SPGM as of Q3 2022.

Mariner Independent Advisor Network held 140,766 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $6.02M as of Q3 2022.
Mariner Independent Advisor Network sold 81,878 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2022, an estimated $3.88M.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.26% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #92 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $12.3M in Q1 2022.
79 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2022.

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