Mariner Independent Advisor Network’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.01M	Sell	213,704 -2,422	-1%	-$70.8K	0.26%	93
2022 Q2	$6.37M	Buy	216,126 +38,903	+22%	+$1.15M	0.27%	89
2022 Q1	$5.36M	Buy	177,223 +82,834	+88%	+$2.58M	0.21%	124
2021 Q4	$3.02M	Sell	94,389 -258,722	-73%	-$8.31M	0.14%	166
2021 Q3	$11.4M	Sell	353,111 -12,238	-3%	-$399K	0.56%	36
2021 Q2	$11.8M	Buy	365,349 +77,664	+27%	+$2.51M	0.54%	34
2021 Q1	$9.23M	Buy	287,685 +32,801	+13%	+$1.07M	0.48%	45
2020 Q4	$8.43M	Buy	254,884 +74,563	+41%	+$2.46M	0.45%	44
2020 Q3	$5.99M	Buy	180,321 +12,441	+7%	+$414K	0.5%	47
2020 Q2	$5.57M	Buy	167,880 +25,442	+18%	+$842K	0.51%	47
2020 Q1	$4.72M	Buy	+142,438	New	+$4.53M	0.43%	64

Other funds holding SPTI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.1% in Q3 2022, selling an estimated $70.8K and leaving 213,704 shares worth $6.01M. The position accounts for 0.26% of the portfolio, ranked #93.

Mariner Independent Advisor Network first reported a position in SPTI in Q1 2020 and has held it in 11 quarters since. The position peaked at $11.8M in Q2 2021. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

Mariner Independent Advisor Network held 213,704 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.01M as of Q3 2022.
Mariner Independent Advisor Network sold 2,422 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $70.8K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.26% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #93 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $11.8M in Q2 2021.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

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