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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.96M	Buy	167,440 +5,508	+3%	+$179K	0.21%	120
2022 Q2	$5.34M	Buy	161,932 +67,725	+72%	+$2.29M	0.23%	110
2022 Q1	$3.55M	Buy	94,207 +12,159	+15%	+$479K	0.14%	161
2021 Q4	$3.45M	Buy	82,048 +4,247	+5%	+$178K	0.16%	145
2021 Q3	$3.21M	Buy	77,801 +1,367	+2%	+$58K	0.16%	156
2021 Q2	$3.16M	Sell	76,434 -24,417	-24%	-$977K	0.14%	172
2021 Q1	$3.93M	Buy	100,851 +22,552	+29%	+$938K	0.21%	123
2020 Q4	$3.53M	Buy	+78,299	New	+$3.56M	0.19%	133
2020 Q2	–	Sell	-147,876	Closed	-$7.02M	–	375
2020 Q1	$7.02M	Sell	147,876 -330,888	-69%	-$14.1M	0.63%	37
2019 Q4	$18.7M	Sell	478,764 -21,835	-4%	-$873K	1.35%	13
2019 Q3	$20.6M	Sell	500,599 -6,054	-1%	-$242K	1.56%	12
2019 Q2	$19.3M	Buy	506,653 +565	+0.1%	+$20.7K	1.45%	11
2019 Q1	$18.2M	Buy	506,088 +125,993	+33%	+$4.41M	1.54%	11
2018 Q4	$13.3M	Buy	+380,095	New	+$12.7M	1.18%	14

Other funds holding SPTL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.4% in Q3 2022, buying an estimated $179K and bringing the position to 167,440 shares worth $4.96M. The position accounts for 0.21% of the portfolio, ranked #120.

Mariner Independent Advisor Network first reported a position in SPTL in Q4 2018 and has held it in 14 quarters since. The position peaked at $20.6M in Q3 2019. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

Mariner Independent Advisor Network held 167,440 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.96M as of Q3 2022.
Mariner Independent Advisor Network bought 5,508 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $179K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.21% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #120 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 14 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $20.6M in Q3 2019.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

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