MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $23.2M | Buy |
463,983
+23,428
| +5% | +$1.17M | 1% | 14 |
|
|
2022
Q2 | $24.1M | Buy |
440,555
+202,873
| +85% | +$11.1M | 1.02% | 14 |
|
|
2022
Q1 | $15.7M | Sell |
237,682
-61,100
| -20% | -$4.04M | 0.6% | 36 |
|
|
2021
Q4 | $21.8M | Buy |
298,782
+60,806
| +26% | +$4.44M | 1.02% | 16 |
|
|
2021
Q3 | $15.2M | Buy |
237,976
+5,600
| +2% | +$359K | 0.74% | 22 |
|
|
2021
Q2 | $14.6M | Sell |
232,376
-6,969
| -3% | -$439K | 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% | +$2.45M | 0.71% | 24 |
|
|
2020
Q3 | $9.78M | Buy |
195,099
+89,832
| +85% | +$4.5M | 0.81% | 25 |
|
|
2020
Q2 | $4.79M | Sell |
105,267
-18,524
| -15% | -$842K | 0.44% | 58 |
|
|
2020
Q1 | $4.24M | Buy |
123,791
+2,354
| +2% | +$80.6K | 0.38% | 71 |
|
|
2019
Q4 | $5.09M | Buy |
121,437
+6,679
| +6% | +$280K | 0.37% | 69 |
|
|
2019
Q3 | $4.41M | Sell |
114,758
-143
| -0.1% | -$5.5K | 0.34% | 77 |
|
|
2019
Q2 | $4.47M | Sell |
114,901
-2,067
| -2% | -$80.5K | 0.34% | 78 |
|
|
2019
Q1 | $4.39M | Sell |
116,968
-104,801
| -47% | -$3.93M | 0.37% | 70 |
|
|
2018
Q4 | $7.32M | Buy |
+221,769
| New | +$7.32M | 0.65% | 33 |
|