Mariner Independent Advisor Network’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21,062	Closed	-$2.46M	–	597
2022 Q2	$2.46M	Buy	21,062 +3,120	+17%	+$385K	0.1%	203
2022 Q1	$2.79M	Buy	17,942 +3,080	+21%	+$489K	0.11%	195
2021 Q4	$2.85M	Buy	+14,862	New	+$3.16M	0.13%	174

Other funds holding XITK

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2022, closing a stake of 21,062 shares — an estimated $2.46M sold.

Mariner Independent Advisor Network first reported a position in XITK in Q4 2021 and held it in 3 quarters. The position peaked at $2.85M in Q4 2021. 44 funds tracked by Wall St. Rank hold XITK as of Q3 2022.

Mariner Independent Advisor Network reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 21,062 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2022, an estimated $2.46M.
Mariner Independent Advisor Network first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2021 and held it in 3 quarters.
Mariner Independent Advisor Network's State Street SPDR FactSet Innovative Technology ETF position peaked at $2.85M in Q4 2021.
44 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2022.

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