Mariner Independent Advisor Network’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$674K	Buy	19,006 +3,070	+19%	+$124K	0.03%	430
2022 Q2	$637K	Buy	15,936 +195	+1%	+$8.39K	0.03%	440
2022 Q1	$691K	Buy	15,741 +2,207	+16%	+$95.1K	0.03%	408
2021 Q4	$571K	Sell	13,534 -1,544	-10%	-$63K	0.03%	385
2021 Q3	$590K	Sell	15,078 -2,988	-17%	-$119K	0.03%	381
2021 Q2	$724K	Buy	18,066 +4,467	+33%	+$182K	0.03%	378
2021 Q1	$524K	Sell	13,599 -1,175	-8%	-$42.8K	0.03%	358
2020 Q4	$487K	Buy	+14,774	New	+$456K	0.03%	350
2020 Q2	–	Sell	-11,948	Closed	-$290K	–	376
2020 Q1	$290K	Sell	11,948 -1,046	-8%	-$36.4K	0.03%	328
2019 Q4	$510K	Sell	12,994 -203	-2%	-$7.83K	0.04%	310
2019 Q3	$500K	Sell	13,197 -308	-2%	-$11.5K	0.04%	314
2019 Q2	$513K	Buy	13,505 +1,587	+13%	+$60.1K	0.04%	309
2019 Q1	$451K	Buy	+11,918	New	+$439K	0.04%	309

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 19% in Q3 2022, buying an estimated $124K and bringing the position to 19,006 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #430.

Mariner Independent Advisor Network first reported a position in SPYD in Q1 2019 and has held it in 13 quarters since. The position peaked at $724K in Q2 2021. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

Mariner Independent Advisor Network held 19,006 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $674K as of Q3 2022.
Mariner Independent Advisor Network bought 3,070 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $124K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #430 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 13 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $724K in Q2 2021.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

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