Mariner Independent Advisor Network’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.09M	Buy	120,160 +3,179	+3%	+$120K	0.18%	138
2022 Q2	$4.28M	Sell	116,981 -24,163	-17%	-$938K	0.18%	133
2022 Q1	$5.96M	Buy	141,144 +74,222	+111%	+$3.12M	0.23%	110
2021 Q4	$3.02M	Sell	66,922 -21,673	-24%	-$963K	0.14%	165
2021 Q3	$3.77M	Sell	88,595 -30,616	-26%	-$1.31M	0.18%	137
2021 Q2	$5.24M	Buy	119,211 +23,225	+24%	+$1.01M	0.24%	106
2021 Q1	$4.06M	Buy	95,986 +33,112	+53%	+$1.35M	0.21%	118
2020 Q4	$2.25M	Sell	62,874 -23,575	-27%	-$755K	0.12%	180
2020 Q3	$2.37M	Buy	86,449 +1,258	+1%	+$35.1K	0.2%	132
2020 Q2	$2.24M	Buy	85,191 +39,277	+86%	+$965K	0.21%	122
2020 Q1	$933K	Buy	+45,914	New	+$1.33M	0.08%	222

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q3 2022, buying an estimated $120K and bringing the position to 120,160 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #138.

Mariner Independent Advisor Network first reported a position in SPSM in Q1 2020 and has held it in 11 quarters since. The position peaked at $5.96M in Q1 2022. 430 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

Mariner Independent Advisor Network held 120,160 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.09M as of Q3 2022.
Mariner Independent Advisor Network bought 3,179 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $120K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #138 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.96M in Q1 2022.
430 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

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