Mariner Independent Advisor Network’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$570K	Sell	26,552 -12,597	-32%	-$286K	0.02%	450
2022 Q2	$894K	Sell	39,149 -27,140	-41%	-$625K	0.04%	391
2022 Q1	$1.59M	Buy	66,289 +24,377	+58%	+$600K	0.06%	295
2021 Q4	$1.06M	Buy	41,912 +14,329	+52%	+$365K	0.05%	323
2021 Q3	$709K	Sell	27,583 -1,548	-5%	-$40K	0.03%	364
2021 Q2	$753K	Sell	29,131 -2,300	-7%	-$59.6K	0.03%	372
2021 Q1	$814K	Sell	31,431 -1,159	-4%	-$30.4K	0.04%	324
2020 Q4	$861K	Buy	+32,590	New	+$864K	0.05%	304

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 32% in Q3 2022, selling an estimated $286K and leaving 26,552 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #450.

Mariner Independent Advisor Network first reported a position in SPMB in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.59M in Q1 2022. 155 funds tracked by Wall St. Rank hold SPMB as of Q3 2022.

Mariner Independent Advisor Network held 26,552 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $570K as of Q3 2022.
Mariner Independent Advisor Network sold 12,597 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2022, an estimated $286K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #450 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.59M in Q1 2022.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2022.

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