Mariner Independent Advisor Network’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$992K	Sell	12,508 -2,107	-14%	-$178K	0.04%	367
2022 Q2	$1.18M	Sell	14,615 -479	-3%	-$36K	0.05%	334
2022 Q1	$1.45M	Buy	15,094 +2,160	+17%	+$199K	0.06%	310
2021 Q4	$1.49M	Buy	12,934 +1,403	+12%	+$169K	0.07%	274
2021 Q3	$1.45M	Buy	11,531 +1,440	+14%	+$185K	0.07%	281
2021 Q2	$1.37M	Buy	+10,091	New	+$1.33M	0.06%	298
2021 Q1	–	Sell	-12,730	Closed	-$1.79M	–	460
2020 Q4	$1.79M	Buy	12,730 +154	+1%	+$19.7K	0.1%	218
2020 Q3	$1.4M	Buy	12,576 +298	+2%	+$33.4K	0.12%	182
2020 Q2	$1.39M	Sell	12,278 -1,226	-9%	-$121K	0.13%	178
2020 Q1	$1M	Buy	+13,504	New	+$1.2M	0.09%	215
2019 Q3	–	Sell	-10,141	Closed	-$892K	–	394
2019 Q2	$892K	Sell	10,141 -1,540	-13%	-$131K	0.07%	247
2019 Q1	$1.06M	Sell	11,681 -632	-5%	-$53.8K	0.09%	226
2018 Q4	$956K	Buy	+12,313	New	+$992K	0.09%	229
2018 Q2	–	Sell	-11,198	Closed	-$982K	–	314
2018 Q1	$982K	Buy	+11,198	New	+$1.02M	0.06%	210

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 14% in Q3 2022, selling an estimated $178K and leaving 12,508 shares worth $992K. The position accounts for 0.04% of the portfolio, ranked #367.

Mariner Independent Advisor Network first reported a position in XBI in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2020. 704 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

Mariner Independent Advisor Network held 12,508 shares of State Street SPDR S&P Biotech ETF worth $992K as of Q3 2022.
Mariner Independent Advisor Network sold 2,107 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $178K.
State Street SPDR S&P Biotech ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #367 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 14 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P Biotech ETF position peaked at $1.79M in Q4 2020.
704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

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