MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $45.4M | Sell |
1,081,980
-101,796
| -9% | -$4.27M | 1.95% | 5 |
|
|
2022
Q2 | $53.6M | Buy |
1,183,776
+202,556
| +21% | +$9.16M | 2.26% | 5 |
|
|
2022
Q1 | $52.1M | Buy |
981,220
+133,079
| +16% | +$7.06M | 2% | 6 |
|
|
2021
Q4 | $47.6M | Buy |
848,141
+125,558
| +17% | +$7.04M | 2.23% | 4 |
|
|
2021
Q3 | $36.5M | Buy |
722,583
+57,912
| +9% | +$2.92M | 1.78% | 7 |
|
|
2021
Q2 | $33.5M | Buy |
664,671
+28,783
| +5% | +$1.45M | 1.52% | 8 |
|
|
2021
Q1 | $29.6M | Sell |
635,888
-61,050
| -9% | -$2.85M | 1.55% | 11 |
|
|
2020
Q4 | $30.6M | Buy |
696,938
+267,756
| +62% | +$11.8M | 1.64% | 9 |
|
|
2020
Q3 | $16.9M | Buy |
429,182
+399,248
| +1,334% | +$15.7M | 1.4% | 11 |
|
|
2020
Q2 | $1.09M | Buy |
29,934
+16,878
| +129% | +$617K | 0.1% | 202 |
|
|
2020
Q1 | $377K | Buy |
+13,056
| New | +$377K | 0.03% | 303 |
|