Mariner Independent Advisor Network’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.24M	Buy	75,273 +3,183	+4%	+$293K	0.27%	85
2022 Q2	$6.35M	Sell	72,090 -90,663	-56%	-$8.55M	0.27%	90
2022 Q1	$16.6M	Buy	162,753 +30,653	+23%	+$3.11M	0.64%	31
2021 Q4	$13.9M	Buy	132,100 +2,887	+2%	+$300K	0.65%	27
2021 Q3	$12.6M	Buy	129,213 +8,147	+7%	+$837K	0.62%	27
2021 Q2	$12.4M	Buy	121,066 +83,216	+220%	+$8.53M	0.56%	31
2021 Q1	$3.73M	Sell	37,850 -367	-1%	-$33.6K	0.19%	124
2020 Q4	$3.38M	Buy	38,217 +6,380	+20%	+$538K	0.18%	139
2020 Q3	$2.45M	Buy	31,837 +857	+3%	+$64.1K	0.2%	130
2020 Q2	$2.13M	Buy	30,980 +18,353	+145%	+$1.19M	0.2%	127
2020 Q1	$713K	Sell	12,627 -12,402	-50%	-$934K	0.06%	249
2019 Q4	$2.04M	Sell	25,029 -1,280	-5%	-$102K	0.15%	162
2019 Q3	$2M	Buy	26,309 +15,184	+136%	+$1.16M	0.15%	152
2019 Q2	$862K	Sell	11,125 -797	-7%	-$60.6K	0.06%	254
2019 Q1	$908K	Buy	11,922 +466	+4%	+$33.7K	0.08%	241
2018 Q4	$773K	Buy	+11,456	New	+$812K	0.07%	249
2017 Q2	–	Sell	-14,607	Closed	-$749K	–	341
2017 Q1	$749K	Buy	+14,607	New	+$944K	0.09%	122

Other funds holding XLI

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q3 2022, buying an estimated $293K and bringing the position to 75,273 shares worth $6.24M. The position accounts for 0.27% of the portfolio, ranked #85.

Mariner Independent Advisor Network first reported a position in XLI in Q1 2017 and has held it in 17 quarters since. The position peaked at $16.6M in Q1 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Mariner Independent Advisor Network held 75,273 shares of State Street Industrial Select Sector SPDR ETF worth $6.24M as of Q3 2022.
Mariner Independent Advisor Network bought 3,183 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $293K.
State Street Industrial Select Sector SPDR ETF made up 0.27% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #85 holding.
Mariner Independent Advisor Network first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 17 quarters since.
Mariner Independent Advisor Network's State Street Industrial Select Sector SPDR ETF position peaked at $16.6M in Q1 2022.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

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