Mariner Independent Advisor Network’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$11.9M	Sell	200,026 -19,950	-9%	-$1.36M	0.51%	43
2022 Q2	$14.2M	Buy	219,976 +52,094	+31%	+$3.63M	0.6%	32
2022 Q1	$13.3M	Buy	167,882 +44,724	+36%	+$3.51M	0.51%	44
2021 Q4	$10.8M	Buy	123,158 +3,960	+3%	+$326K	0.51%	40
2021 Q3	$8.9M	Buy	119,198 +12,930	+12%	+$998K	0.43%	50
2021 Q2	$7.85M	Sell	106,268 -41,720	-28%	-$2.92M	0.36%	62
2021 Q1	$9.83M	Buy	147,988 +15,472	+12%	+$1.02M	0.51%	39
2020 Q4	$8.62M	Buy	132,516 +104,466	+372%	+$6.36M	0.46%	41
2020 Q3	$1.64M	Sell	28,050 -13,990	-33%	-$790K	0.14%	169
2020 Q2	$2.21M	Buy	42,040 +312	+0.7%	+$14.7K	0.2%	124
2020 Q1	$1.62M	Buy	41,728 +13,170	+46%	+$601K	0.15%	160
2019 Q4	$1.31M	Sell	28,558 -1,474	-5%	-$63.1K	0.09%	222
2019 Q3	$1.2M	Buy	30,032 +5,538	+23%	+$222K	0.09%	232
2019 Q2	$963K	Buy	24,494 +3,772	+18%	+$144K	0.07%	241
2019 Q1	$773K	Sell	20,722 -6,298	-23%	-$215K	0.07%	256
2018 Q4	$847K	Sell	27,020 -76,346	-74%	-$2.58M	0.08%	243
2018 Q3	$3.89M	Buy	+103,366	New	+$3.79M	0.49%	52
2018 Q2	–	Sell	-66,740	Closed	-$2.18M	–	319
2018 Q1	$2.18M	Buy	66,740 +30,506	+84%	+$1.02M	0.13%	130
2017 Q4	$1.16M	Buy	+36,234	New	+$1.14M	0.12%	168

Other funds holding XLK

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Mariner Independent Advisor Network reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.1% in Q3 2022, selling an estimated $1.36M and leaving 200,026 shares worth $11.9M. The position accounts for 0.51% of the portfolio, ranked #43.

Mariner Independent Advisor Network first reported a position in XLK in Q4 2017 and has held it in 19 quarters since. The position peaked at $14.2M in Q2 2022. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Mariner Independent Advisor Network held 200,026 shares of State Street Technology Select Sector SPDR ETF worth $11.9M as of Q3 2022.
Mariner Independent Advisor Network sold 19,950 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $1.36M.
State Street Technology Select Sector SPDR ETF made up 0.51% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #43 holding.
Mariner Independent Advisor Network first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 19 quarters since.
Mariner Independent Advisor Network's State Street Technology Select Sector SPDR ETF position peaked at $14.2M in Q2 2022.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

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