Mariner Independent Advisor Network’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.64M	Sell	64,531 -77,445	-55%	-$2.12M	0.07%	277
2022 Q2	$3.9M	Sell	141,976 -471,868	-77%	-$13.6M	0.16%	143
2022 Q1	$18.4M	Buy	613,844 +53,749	+10%	+$1.64M	0.71%	26
2021 Q4	$17.5M	Buy	560,095 +225,248	+67%	+$7.08M	0.82%	19
2021 Q3	$10.4M	Buy	334,847 +143,821	+75%	+$4.52M	0.51%	41
2021 Q2	$5.95M	Buy	+191,026	New	+$5.9M	0.27%	91

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

PAG

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

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 55% in Q3 2022, selling an estimated $2.12M and leaving 64,531 shares worth $1.64M. The position accounts for 0.07% of the portfolio, ranked #277.

Mariner Independent Advisor Network first reported a position in SPIP in Q2 2021 and has held it in 6 quarters since. The position peaked at $18.4M in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Mariner Independent Advisor Network held 64,531 shares of State Street SPDR Portfolio TIPS ETF worth $1.64M as of Q3 2022.
Mariner Independent Advisor Network sold 77,445 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $2.12M.
State Street SPDR Portfolio TIPS ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #277 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio TIPS ETF position peaked at $18.4M in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

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