Mariner Independent Advisor Network’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.7M	Sell	373,200 -10,584	-3%	-$398K	0.55%	38
2022 Q2	$14.1M	Buy	383,784 +13,844	+4%	+$579K	0.6%	33
2022 Q1	$16.4M	Buy	369,940 +60,694	+20%	+$2.59M	0.63%	34
2021 Q4	$13.8M	Buy	309,246 +29,864	+11%	+$1.29M	0.65%	28
2021 Q3	$11.1M	Buy	279,382 +18,584	+7%	+$773K	0.54%	39
2021 Q2	$10.7M	Buy	260,798 +81,490	+45%	+$3.43M	0.49%	37
2021 Q1	$7.07M	Buy	179,308 +151,186	+538%	+$5.7M	0.37%	59
2020 Q4	$1.02M	Buy	+28,122	New	+$963K	0.05%	284

Other funds holding XLB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.8% in Q3 2022, selling an estimated $398K and leaving 373,200 shares worth $12.7M. The position accounts for 0.55% of the portfolio, ranked #38.

Mariner Independent Advisor Network first reported a position in XLB in Q4 2020 and has held it in 8 quarters since. The position peaked at $16.4M in Q1 2022. 691 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

Mariner Independent Advisor Network held 373,200 shares of State Street Materials Select Sector SPDR ETF worth $12.7M as of Q3 2022.
Mariner Independent Advisor Network sold 10,584 State Street Materials Select Sector SPDR ETF shares in Q3 2022, an estimated $398K.
State Street Materials Select Sector SPDR ETF made up 0.55% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #38 holding.
Mariner Independent Advisor Network first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's State Street Materials Select Sector SPDR ETF position peaked at $16.4M in Q1 2022.
691 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

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