Mariner Independent Advisor Network’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$742K	Buy	34,021 +2,412	+8%	+$55.5K	0.03%	423
2022 Q2	$718K	Sell	31,609 -1,518	-5%	-$36.1K	0.03%	423
2022 Q1	$827K	Buy	33,127 +4,233	+15%	+$108K	0.03%	388
2021 Q4	$767K	Sell	28,894 -848	-3%	-$22.5K	0.04%	362
2021 Q3	$796K	Sell	29,742 -4,208	-12%	-$113K	0.04%	354
2021 Q2	$910K	Buy	33,950 +14,669	+76%	+$391K	0.04%	350
2021 Q1	$510K	Buy	19,281 +2,464	+15%	+$65.3K	0.03%	360
2020 Q4	$445K	Buy	+16,817	New	+$435K	0.02%	353

Other funds holding SPHY

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.6% in Q3 2022, buying an estimated $55.5K and bringing the position to 34,021 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #423.

Mariner Independent Advisor Network first reported a position in SPHY in Q4 2020 and has held it in 8 quarters since. The position peaked at $910K in Q2 2021. 129 funds tracked by Wall St. Rank hold SPHY as of Q3 2022.

Mariner Independent Advisor Network held 34,021 shares of State Street SPDR Portfolio High Yield Bond ETF worth $742K as of Q3 2022.
Mariner Independent Advisor Network bought 2,412 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2022, an estimated $55.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #423 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio High Yield Bond ETF position peaked at $910K in Q2 2021.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2022.

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