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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.58M	Sell	78,304 -9,070	-10%	-$710K	0.24%	105
2022 Q2	$6.24M	Sell	87,374 -15,268	-15%	-$1.2M	0.26%	92
2022 Q1	$9.55M	Buy	102,642 +358	+0.4%	+$32.8K	0.37%	66
2021 Q4	$10.7M	Sell	102,284 -11,236	-10%	-$1.12M	0.5%	41
2021 Q3	$10.2M	Buy	113,520 +2,814	+3%	+$256K	0.5%	42
2021 Q2	$9.88M	Sell	110,706 -22,744	-17%	-$1.98M	0.45%	43
2021 Q1	$11.2M	Buy	133,450 +9,584	+8%	+$797K	0.59%	33
2020 Q4	$9.96M	Buy	123,866 +84,904	+218%	+$6.55M	0.53%	33
2020 Q3	$2.86M	Sell	38,962 -4,136	-10%	-$293K	0.24%	117
2020 Q2	$2.78M	Buy	43,098 +14,666	+52%	+$865K	0.26%	104
2020 Q1	$1.33M	Sell	28,432 -29,332	-51%	-$1.73M	0.12%	175
2019 Q4	$3.62M	Buy	57,764 +29,196	+102%	+$1.78M	0.26%	92
2019 Q3	$1.71M	Buy	28,568 +4,822	+20%	+$291K	0.13%	179
2019 Q2	$1.42M	Buy	23,746 +1,562	+7%	+$91.4K	0.11%	201
2019 Q1	$1.28M	Sell	22,184 -886	-4%	-$48K	0.11%	204
2018 Q4	$1.2M	Buy	+23,070	New	+$1.22M	0.11%	210
2018 Q2	–	Sell	-42,452	Closed	-$2.15M	–	321
2018 Q1	$2.15M	Buy	+42,452	New	+$2.21M	0.13%	133
2017 Q2	–	Sell	-65,782	Closed	-$2.89M	–	343
2017 Q1	$2.89M	Buy	+65,782	New	+$2.82M	0.35%	47
2016 Q3	–	Sell	-21,280	Closed	-$831K	–	199
2016 Q2	$831K	Buy	+21,280	New	+$837K	0.16%	102
2016 Q1	–	Sell	-101,706	Closed	-$3.98M	–	136
2015 Q4	$3.98M	Buy	101,706 +4,646	+5%	+$184K	2.67%	11
2015 Q3	$3.6M	Buy	97,060 +6,324	+7%	+$243K	1.38%	22
2015 Q2	$3.47M	Buy	90,736 +5,286	+6%	+$202K	1.7%	18
2015 Q1	$3.22M	Buy	+85,450	New	+$3.14M	1.8%	18

Other funds holding XLY

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q3 2022, selling an estimated $710K and leaving 78,304 shares worth $5.58M. The position accounts for 0.24% of the portfolio, ranked #105.

Mariner Independent Advisor Network first reported a position in XLY in Q1 2015 and has held it in 23 quarters since. The position peaked at $11.2M in Q1 2021. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

Mariner Independent Advisor Network held 78,304 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.58M as of Q3 2022.
Mariner Independent Advisor Network sold 9,070 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $710K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.24% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #105 holding.
Mariner Independent Advisor Network first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 23 quarters since.
Mariner Independent Advisor Network's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.2M in Q1 2021.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

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