Mariner Independent Advisor Network’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$21.6M	Buy	323,809 +7,504	+2%	+$550K	0.93%	15
2022 Q2	$23.1M	Buy	316,305 +201,834	+176%	+$15.2M	0.97%	15
2022 Q1	$8.69M	Buy	114,471 +54,122	+90%	+$4.08M	0.33%	76
2021 Q4	$4.65M	Buy	60,349 +23,772	+65%	+$1.72M	0.22%	111
2021 Q3	$2.52M	Buy	36,577 +1,611	+5%	+$115K	0.12%	188
2021 Q2	$2.45M	Buy	34,966 +574	+2%	+$40.2K	0.11%	209
2021 Q1	$2.35M	Sell	34,392 -26,578	-44%	-$1.75M	0.12%	174
2020 Q4	$4.11M	Buy	60,970 +25,968	+74%	+$1.72M	0.22%	113
2020 Q3	$2.24M	Sell	35,002 -758	-2%	-$47.9K	0.19%	136
2020 Q2	$2.1M	Buy	+35,760	New	+$2.09M	0.19%	128
2019 Q4	–	Sell	-22,846	Closed	-$1.4M	–	399
2019 Q3	$1.4M	Sell	22,846 -7,456	-25%	-$448K	0.11%	207
2019 Q2	$1.76M	Buy	30,302 +823	+3%	+$47.1K	0.13%	165
2019 Q1	$1.65M	Buy	29,479 +1,684	+6%	+$90.1K	0.14%	164
2018 Q4	$1.43M	Buy	+27,795	New	+$1.51M	0.13%	177
2018 Q2	–	Sell	-21,075	Closed	-$1.11M	–	320
2018 Q1	$1.11M	Buy	21,075 +4,484	+27%	+$247K	0.07%	207
2017 Q4	$941K	Buy	+16,591	New	+$912K	0.1%	186
2017 Q1	–	Sell	-17,263	Closed	-$893K	–	359
2016 Q4	$893K	Buy	+17,263	New	+$894K	0.14%	104

Other funds holding XLP

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q3 2022, buying an estimated $550K and bringing the position to 323,809 shares worth $21.6M. The position accounts for 0.93% of the portfolio, ranked #15.

Mariner Independent Advisor Network first reported a position in XLP in Q4 2016 and has held it in 17 quarters since. The position peaked at $23.1M in Q2 2022. 1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Mariner Independent Advisor Network held 323,809 shares of State Street Consumer Staples Select Sector SPDR ETF worth $21.6M as of Q3 2022.
Mariner Independent Advisor Network bought 7,504 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $550K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.93% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #15 holding.
Mariner Independent Advisor Network first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and has held it in 17 quarters since.
Mariner Independent Advisor Network's State Street Consumer Staples Select Sector SPDR ETF position peaked at $23.1M in Q2 2022.
1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

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