Mariner Independent Advisor Network’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$23.2M	Buy	463,983 +23,428	+5%	+$1.32M	1%	14
2022 Q2	$24.1M	Buy	440,555 +202,873	+85%	+$11.6M	1.02%	14
2022 Q1	$15.7M	Sell	237,682 -61,100	-20%	-$3.98M	0.6%	36
2021 Q4	$21.8M	Buy	298,782 +60,806	+26%	+$4.24M	1.02%	16
2021 Q3	$15.2M	Buy	237,976 +5,600	+2%	+$370K	0.74%	22
2021 Q2	$14.6M	Sell	232,376 -6,969	-3%	-$418K	0.66%	26
2021 Q1	$13.5M	Sell	239,345 -21	-0%	-$1.18K	0.7%	28
2020 Q4	$13.2M	Buy	239,366 +44,267	+23%	+$2.33M	0.71%	24
2020 Q3	$9.78M	Buy	195,099 +89,832	+85%	+$4.4M	0.81%	25
2020 Q2	$4.79M	Sell	105,267 -18,524	-15%	-$769K	0.44%	58
2020 Q1	$4.24M	Buy	123,791 +2,354	+2%	+$96.4K	0.38%	71
2019 Q4	$5.09M	Buy	121,437 +6,679	+6%	+$268K	0.37%	69
2019 Q3	$4.41M	Sell	114,758 -143	-0.1%	-$5.59K	0.34%	77
2019 Q2	$4.47M	Sell	114,901 -2,067	-2%	-$78.5K	0.34%	78
2019 Q1	$4.39M	Sell	116,968 -104,801	-47%	-$3.71M	0.37%	70
2018 Q4	$7.32M	Buy	+221,769	New	+$7.75M	0.65%	33

Other funds holding SPYG

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

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.3% in Q3 2022, buying an estimated $1.32M and bringing the position to 463,983 shares worth $23.2M. The position accounts for 1% of the portfolio, ranked #14.

Mariner Independent Advisor Network first reported a position in SPYG in Q4 2018 and has held it in 16 quarters since. The position peaked at $24.1M in Q2 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

Mariner Independent Advisor Network held 463,983 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.2M as of Q3 2022.
Mariner Independent Advisor Network bought 23,428 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $1.32M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #14 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 16 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.1M in Q2 2022.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

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