Mariner Independent Advisor Network’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.77M	Sell	149,612 -13,525	-8%	-$574K	0.25%	101
2022 Q2	$6.64M	Buy	163,137 +26,305	+19%	+$1.14M	0.28%	85
2022 Q1	$6.48M	Buy	136,832 +5,796	+4%	+$271K	0.25%	98
2021 Q4	$6.54M	Buy	131,036 +4,106	+3%	+$201K	0.31%	79
2021 Q3	$5.86M	Sell	126,930 -19,327	-13%	-$913K	0.29%	91
2021 Q2	$6.91M	Buy	146,257 +4,523	+3%	+$215K	0.31%	71
2021 Q1	$6.49M	Buy	141,734 +3,353	+2%	+$147K	0.34%	65
2020 Q4	$5.59M	Sell	138,381 -5,263	-4%	-$195K	0.3%	84
2020 Q3	$4.69M	Buy	143,644 +5,199	+4%	+$171K	0.39%	64
2020 Q2	$4.31M	Buy	+138,445	New	+$4.04M	0.4%	64

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PAG

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.3% in Q3 2022, selling an estimated $574K and leaving 149,612 shares worth $5.77M. The position accounts for 0.25% of the portfolio, ranked #101.

Mariner Independent Advisor Network first reported a position in SPMD in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.91M in Q2 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Mariner Independent Advisor Network held 149,612 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.77M as of Q3 2022.
Mariner Independent Advisor Network sold 13,525 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $574K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #101 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.91M in Q2 2021.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

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