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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$45.4M	Sell	1,081,980 -101,796	-9%	-$4.75M	1.95%	5
2022 Q2	$53.6M	Buy	1,183,776 +202,556	+21%	+$9.76M	2.26%	5
2022 Q1	$52.1M	Buy	981,220 +133,079	+16%	+$6.97M	2%	6
2021 Q4	$47.6M	Buy	848,141 +125,558	+17%	+$6.78M	2.23%	4
2021 Q3	$36.5M	Buy	722,583 +57,912	+9%	+$3M	1.78%	7
2021 Q2	$33.5M	Buy	664,671 +28,783	+5%	+$1.41M	1.52%	8
2021 Q1	$29.6M	Sell	635,888 -61,050	-9%	-$2.77M	1.55%	11
2020 Q4	$30.6M	Buy	696,938 +267,756	+62%	+$11.2M	1.64%	9
2020 Q3	$16.9M	Buy	429,182 +399,248	+1,334%	+$15.5M	1.4%	11
2020 Q2	$1.09M	Buy	29,934 +16,878	+129%	+$580K	0.1%	202
2020 Q1	$377K	Buy	+13,056	New	+$468K	0.03%	303

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WAP

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

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

Mariner Independent Advisor Network reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.6% in Q3 2022, selling an estimated $4.75M and leaving 1,081,980 shares worth $45.4M. The position accounts for 1.95% of the portfolio, ranked #5.

Mariner Independent Advisor Network first reported a position in SPYM in Q1 2020 and has held it in 11 quarters since. The position peaked at $53.6M in Q2 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Mariner Independent Advisor Network held 1,081,980 shares of State Street SPDR Portfolio S&P 500 ETF worth $45.4M as of Q3 2022.
Mariner Independent Advisor Network sold 101,796 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $4.75M.
State Street SPDR Portfolio S&P 500 ETF made up 1.95% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #5 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $53.6M in Q2 2022.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

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