Mariner Independent Advisor Network’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.6M	Buy	432,199 +19,034	+5%	+$565K	0.54%	39
2022 Q2	$12.3M	Buy	413,165 +22,472	+6%	+$672K	0.52%	39
2022 Q1	$11.7M	Buy	390,693 +45,773	+13%	+$1.4M	0.45%	52
2021 Q4	$10.7M	Buy	344,920 +99,587	+41%	+$3.09M	0.5%	42
2021 Q3	$7.67M	Buy	245,333 +161,517	+193%	+$5.05M	0.37%	63
2021 Q2	$2.62M	Buy	83,816 +9,867	+13%	+$309K	0.12%	195
2021 Q1	$2.31M	Sell	73,949 -40,419	-35%	-$1.27M	0.12%	175
2020 Q4	$3.59M	Buy	114,368 +80,212	+235%	+$2.52M	0.19%	131
2020 Q3	$1.07M	Buy	+34,156	New	+$1.07M	0.09%	207
2020 Q2	–	Sell	-15,443	Closed	-$466K	–	374
2020 Q1	$466K	Sell	15,443 -6,366	-29%	-$195K	0.04%	288
2019 Q4	$673K	Sell	21,809 -27,191	-55%	-$838K	0.05%	289
2019 Q3	$1.51M	Buy	49,000 +985	+2%	+$30.3K	0.11%	196
2019 Q2	$1.47M	Buy	48,015 +35,468	+283%	+$1.08M	0.11%	195
2019 Q1	$381K	Buy	+12,547	New	+$381K	0.03%	325

Other funds holding SPSB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.6% in Q3 2022, buying an estimated $565K and bringing the position to 432,199 shares worth $12.6M. The position accounts for 0.54% of the portfolio, ranked #39.

Mariner Independent Advisor Network first reported a position in SPSB in Q1 2019 and has held it in 14 quarters since. 528 funds tracked by Wall St. Rank hold SPSB as of Q3 2022.

Mariner Independent Advisor Network held 432,199 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12.6M as of Q3 2022.
Mariner Independent Advisor Network bought 19,034 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2022, an estimated $565K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.54% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #39 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2022.

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