Mariner Independent Advisor Network’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19,052	Closed	-$1.98M	–	397
2019 Q3	$1.98M	Buy	19,052 +2,466	+15%	+$262K	0.15%	155
2019 Q2	$1.73M	Buy	16,586 +4,987	+43%	+$487K	0.13%	170
2019 Q1	$1.08M	Buy	+11,599	New	+$1.04M	0.09%	223

Other funds holding XAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Mariner Independent Advisor Network's XAR Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2019, closing a stake of 19,052 shares — an estimated $1.98M sold.

Mariner Independent Advisor Network first reported a position in XAR in Q1 2019 and held it in 3 quarters. The position peaked at $1.98M in Q3 2019. 219 funds tracked by Wall St. Rank hold XAR as of Q4 2019.

Mariner Independent Advisor Network reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 19,052 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2019, an estimated $1.98M.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and held it in 3 quarters.
Mariner Independent Advisor Network's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.98M in Q3 2019.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.