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

Mariner Independent Advisor Network’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$41.3M Buy
1,196,499
+30,749
+3% +$1.17M 1.77% 6
2022
Q2 		$43.3M Buy
1,165,750
+305,495
+36% +$12.1M 1.83% 6
2022
Q1 		$35.9M Buy
860,255
+247,176
+40% +$10.2M 1.38% 9
2021
Q4 		$25.8M Sell
613,079
-38,766
-6% -$1.58M 1.21% 13
2021
Q3 		$25.4M Sell
651,845
-149,950
-19% -$5.99M 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% +$9.21M 0.91% 19
2020
Q4 		$7.11M Buy
206,834
+62,706
+44% +$2.04M 0.38% 62
2020
Q3 		$4.35M Buy
144,128
+15,207
+12% +$462K 0.36% 67
2020
Q2 		$3.75M Buy
128,921
+98,221
+320% +$2.8M 0.35% 76
2020
Q1 		$771K Buy
30,700
+9,189
+43% +$293K 0.07% 239
2019
Q4 		$751K Buy
21,511
+222
+1% +$7.42K 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% -$143K 0.07% 253
2019
Q1 		$982K Sell
32,218
-150,832
-82% -$4.45M 0.08% 232
2018
Q4 		$5M Buy
+183,050
New +$5.38M 0.45% 53

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.6% in Q3 2022, buying an estimated $1.17M and bringing the position to 1,196,499 shares worth $41.3M. The position accounts for 1.77% of the portfolio, ranked #6.

Mariner Independent Advisor Network first reported a position in SPYV in Q4 2018 and has held it in 16 quarters since. The position peaked at $43.3M in Q2 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

  • Mariner Independent Advisor Network held 1,196,499 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $41.3M as of Q3 2022.
  • Mariner Independent Advisor Network bought 30,749 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $1.17M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.77% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #6 holding.
  • Mariner Independent Advisor Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 16 quarters since.
  • Mariner Independent Advisor Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $43.3M in Q2 2022.
  • 601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

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