MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $41.3M | Buy |
1,196,499
+30,749
| +3% | +$1.06M | 1.77% | 6 |
|
|
2022
Q2 | $43.3M | Buy |
1,165,750
+305,495
| +36% | +$11.4M | 1.83% | 6 |
|
|
2022
Q1 | $35.9M | Buy |
860,255
+247,176
| +40% | +$10.3M | 1.38% | 9 |
|
|
2021
Q4 | $25.8M | Sell |
613,079
-38,766
| -6% | -$1.63M | 1.21% | 13 |
|
|
2021
Q3 | $25.4M | Sell |
651,845
-149,950
| -19% | -$5.85M | 1.24% | 11 |
|
|
2021
Q2 | $31.7M | Buy |
801,795
+340,151
| +74% | +$13.4M | 1.44% | 10 |
|
|
2021
Q1 | $17.5M | Buy |
461,644
+254,810
| +123% | +$9.66M | 0.91% | 19 |
|
|
2020
Q4 | $7.11M | Buy |
206,834
+62,706
| +44% | +$2.16M | 0.38% | 62 |
|
|
2020
Q3 | $4.35M | Buy |
144,128
+15,207
| +12% | +$459K | 0.36% | 67 |
|
|
2020
Q2 | $3.75M | Buy |
128,921
+98,221
| +320% | +$2.85M | 0.35% | 76 |
|
|
2020
Q1 | $771K | Buy |
30,700
+9,189
| +43% | +$231K | 0.07% | 239 |
|
|
2019
Q4 | $751K | Buy |
21,511
+222
| +1% | +$7.75K | 0.05% | 276 |
|
|
2019
Q3 | $672K | Sell |
21,289
-6,275
| -23% | -$198K | 0.05% | 284 |
|
|
2019
Q2 | $865K | Sell |
27,564
-4,654
| -14% | -$146K | 0.07% | 253 |
|
|
2019
Q1 | $982K | Sell |
32,218
-150,832
| -82% | -$4.6M | 0.08% | 232 |
|
|
2018
Q4 | $5M | Buy |
+183,050
| New | +$5M | 0.45% | 53 |
|