Mariner Independent Advisor Network’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.12M	Sell	23,467 -4,741	-17%	-$261K	0.05%	345
2022 Q2	$1.56M	Buy	28,208 +5,173	+22%	+$311K	0.07%	296
2022 Q1	$1.59M	Buy	23,035 +5,226	+29%	+$368K	0.06%	294
2021 Q4	$1.39M	Sell	17,809 -38,097	-68%	-$3.01M	0.07%	285
2021 Q3	$4.48M	Buy	55,906 +1,701	+3%	+$141K	0.22%	120
2021 Q2	$4.39M	Sell	54,205 -43,751	-45%	-$3.41M	0.2%	130
2021 Q1	$7.18M	Buy	97,956 +11,687	+14%	+$831K	0.37%	55
2020 Q4	$5.82M	Buy	86,269 +73,983	+602%	+$4.71M	0.31%	76
2020 Q3	$730K	Sell	12,286 -999	-8%	-$59.2K	0.06%	243
2020 Q2	$737K	Buy	+13,285	New	+$682K	0.07%	237

Other funds holding XLC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q3 2022, selling an estimated $261K and leaving 23,467 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #345.

Mariner Independent Advisor Network first reported a position in XLC in Q2 2020 and has held it in 10 quarters since. The position peaked at $7.18M in Q1 2021. 591 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

Mariner Independent Advisor Network held 23,467 shares of State Street Communication Services Select Sector SPDR ETF worth $1.12M as of Q3 2022.
Mariner Independent Advisor Network sold 4,741 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $261K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #345 holding.
Mariner Independent Advisor Network first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street Communication Services Select Sector SPDR ETF position peaked at $7.18M in Q1 2021.
591 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

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