Mariner Independent Advisor Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7.6M	Sell	211,152 -4,828	-2%	-$183K	0.33%	67
2022 Q2	$7.68M	Sell	215,980 -5,918	-3%	-$237K	0.32%	75
2022 Q1	$8.55M	Buy	221,898 +138,692	+167%	+$4.8M	0.33%	79
2021 Q4	$2.36M	Sell	83,206 -89,940	-52%	-$2.54M	0.11%	199
2021 Q3	$4.51M	Sell	173,146 -25,364	-13%	-$628K	0.22%	118
2021 Q2	$5.35M	Sell	198,510 -203,608	-51%	-$5.29M	0.24%	104
2021 Q1	$9.86M	Buy	402,118 +2,342	+0.6%	+$54K	0.51%	38
2020 Q4	$7.58M	Buy	399,776 +37,598	+10%	+$648K	0.4%	55
2020 Q3	$5.42M	Buy	362,178 +5,442	+2%	+$96.6K	0.45%	54
2020 Q2	$6.61M	Buy	356,736 +328,156	+1,148%	+$6.1M	0.61%	35
2020 Q1	$399K	Buy	+28,580	New	+$678K	0.04%	297
2019 Q4	–	Sell	-45,738	Closed	-$1.32M	–	398
2019 Q3	$1.32M	Buy	+45,738	New	+$1.38M	0.1%	217
2019 Q2	–	Sell	-21,152	Closed	-$707K	–	390
2019 Q1	$707K	Sell	21,152 -2,772	-12%	-$89K	0.06%	268
2018 Q4	$733K	Buy	+23,924	New	+$800K	0.07%	255
2018 Q2	–	Sell	-25,076	Closed	-$845K	–	317
2018 Q1	$845K	Sell	25,076 -52,034	-67%	-$1.84M	0.05%	236
2017 Q4	$2.79M	Buy	+77,110	New	+$2.65M	0.29%	85
2017 Q2	–	Sell	-5,886	Closed	-$206K	–	340
2017 Q1	$206K	Buy	+5,886	New	+$213K	0.03%	248
2015 Q1	–	Sell	-8,706	Closed	-$345K	–	169
2014 Q4	$345K	Buy	+8,706	New	+$362K	0.16%	104

Other funds holding XLE

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

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

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

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

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

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

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

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

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

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

Mariner Independent Advisor Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q3 2022, selling an estimated $183K and leaving 211,152 shares worth $7.6M. The position accounts for 0.33% of the portfolio, ranked #67.

Mariner Independent Advisor Network first reported a position in XLE in Q4 2014 and has held it in 18 quarters since. The position peaked at $9.86M in Q1 2021. 1,559 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Mariner Independent Advisor Network held 211,152 shares of State Street Energy Select Sector SPDR ETF worth $7.6M as of Q3 2022.
Mariner Independent Advisor Network sold 4,828 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $183K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #67 holding.
Mariner Independent Advisor Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 18 quarters since.
Mariner Independent Advisor Network's State Street Energy Select Sector SPDR ETF position peaked at $9.86M in Q1 2021.
1,559 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

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