MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.6M | Buy |
217,648
+38,342
| +21% | +$1.69M | 0.41% | 53 |
|
|
2022
Q2 | $8.59M | Buy |
179,306
+5,544
| +3% | +$265K | 0.36% | 68 |
|
|
2022
Q1 | $9.58M | Buy |
173,762
+14,571
| +9% | +$803K | 0.37% | 64 |
|
|
2021
Q4 | $9.36M | Buy |
159,191
+25,626
| +19% | +$1.51M | 0.44% | 55 |
|
|
2021
Q3 | $7.08M | Sell |
133,565
-48,762
| -27% | -$2.58M | 0.35% | 73 |
|
|
2021
Q2 | $9.66M | Buy |
182,327
+114,696
| +170% | +$6.08M | 0.44% | 46 |
|
|
2021
Q1 | $3.33M | Sell |
67,631
-777
| -1% | -$38.2K | 0.17% | 139 |
|
|
2020
Q4 | $3.15M | Buy |
68,408
+29,574
| +76% | +$1.36M | 0.17% | 148 |
|
|
2020
Q3 | $1.59M | Sell |
38,834
-10,898
| -22% | -$446K | 0.13% | 173 |
|
|
2020
Q2 | $1.89M | Buy |
+49,732
| New | +$1.89M | 0.17% | 140 |
|