Mariner Independent Advisor Network’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$9.6M	Buy	217,648 +38,342	+21%	+$1.88M	0.41%	53
2022 Q2	$8.59M	Buy	179,306 +5,544	+3%	+$280K	0.36%	68
2022 Q1	$9.58M	Buy	173,762 +14,571	+9%	+$799K	0.37%	64
2021 Q4	$9.36M	Buy	159,191 +25,626	+19%	+$1.45M	0.44%	55
2021 Q3	$7.08M	Sell	133,565 -48,762	-27%	-$2.65M	0.35%	73
2021 Q2	$9.66M	Buy	182,327 +114,696	+170%	+$5.93M	0.44%	46
2021 Q1	$3.33M	Sell	67,631 -777	-1%	-$37.2K	0.17%	139
2020 Q4	$3.15M	Buy	68,408 +29,574	+76%	+$1.29M	0.17%	148
2020 Q3	$1.59M	Sell	38,834 -10,898	-22%	-$441K	0.13%	173
2020 Q2	$1.89M	Buy	+49,732	New	+$1.78M	0.17%	140

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 21% in Q3 2022, buying an estimated $1.88M and bringing the position to 217,648 shares worth $9.6M. The position accounts for 0.41% of the portfolio, ranked #53.

Mariner Independent Advisor Network first reported a position in SPTM in Q2 2020 and has held it in 10 quarters since. The position peaked at $9.66M in Q2 2021. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

Mariner Independent Advisor Network held 217,648 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.6M as of Q3 2022.
Mariner Independent Advisor Network bought 38,342 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $1.88M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.41% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #53 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $9.66M in Q2 2021.
447 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

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