Mariner Independent Advisor Network’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.66M	Sell	219,254 -58,888	-21%	-$1.95M	0.29%	78
2022 Q2	$8.89M	Sell	278,142 -76,914	-22%	-$2.66M	0.37%	61
2022 Q1	$13.6M	Buy	355,056 +114,551	+48%	+$4.48M	0.52%	40
2021 Q4	$9.49M	Sell	240,505 -18,697	-7%	-$735K	0.45%	53
2021 Q3	$9.73M	Buy	259,202 +13,581	+6%	+$508K	0.48%	45
2021 Q2	$9.01M	Buy	245,621 +83,568	+52%	+$3.06M	0.41%	53
2021 Q1	$5.52M	Buy	162,053 +45,188	+39%	+$1.45M	0.29%	86
2020 Q4	$3.44M	Sell	116,865 -122,646	-51%	-$3.28M	0.18%	136
2020 Q3	$5.76M	Sell	239,511 -8,067	-3%	-$196K	0.48%	50
2020 Q2	$5.68M	Buy	247,578 +163,135	+193%	+$3.7M	0.52%	45
2020 Q1	$1.7M	Sell	84,443 -14,390	-15%	-$396K	0.15%	154
2019 Q4	$3.05M	Sell	98,833 -9,890	-9%	-$290K	0.22%	105
2019 Q3	$3M	Buy	108,723 +16,719	+18%	+$462K	0.23%	107
2019 Q2	$2.55M	Buy	92,004 +100	+0.1%	+$2.71K	0.19%	126
2019 Q1	$2.39M	Buy	91,904 +29,595	+47%	+$764K	0.2%	120
2018 Q4	$1.52M	Buy	+62,309	New	+$1.62M	0.14%	169
2018 Q2	–	Sell	-74,390	Closed	-$2.05M	–	318
2018 Q1	$2.05M	Buy	74,390 +5,545	+8%	+$160K	0.13%	136
2017 Q4	$1.92M	Buy	+68,845	New	+$1.85M	0.2%	116
2017 Q3	–	Sell	-98,477	Closed	-$2.43M	–	209
2017 Q2	$2.43M	Buy	98,477 +88,873	+925%	+$2.11M	0.35%	82
2017 Q1	$228K	Buy	+9,604	New	+$230K	0.03%	235
2016 Q2	–	Sell	-20,892	Closed	-$413K	–	172
2016 Q1	$413K	Sell	20,892 -2,072	-9%	-$39.5K	0.13%	97
2015 Q4	$480K	Buy	22,964 +7,977	+53%	+$168K	0.32%	63
2015 Q3	$298K	Buy	+14,987	New	+$318K	0.11%	118

Other funds holding XLF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q3 2022, selling an estimated $1.95M and leaving 219,254 shares worth $6.66M. The position accounts for 0.29% of the portfolio, ranked #78.

Mariner Independent Advisor Network first reported a position in XLF in Q3 2015 and has held it in 23 quarters since. The position peaked at $13.6M in Q1 2022. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Mariner Independent Advisor Network held 219,254 shares of State Street Financial Select Sector SPDR ETF worth $6.66M as of Q3 2022.
Mariner Independent Advisor Network sold 58,888 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $1.95M.
State Street Financial Select Sector SPDR ETF made up 0.29% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #78 holding.
Mariner Independent Advisor Network first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 23 quarters since.
Mariner Independent Advisor Network's State Street Financial Select Sector SPDR ETF position peaked at $13.6M in Q1 2022.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

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