Mariner Independent Advisor Network’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,153	Closed	-$920K	–	394
2020 Q1	$920K	Sell	11,153 -625	-5%	-$61.7K	0.08%	224
2019 Q4	$1.26M	Sell	11,778 -1,756	-13%	-$170K	0.09%	226
2019 Q3	$1.21M	Sell	13,534 -341	-2%	-$30.6K	0.09%	230
2019 Q2	$1.19M	Sell	13,875 -4,297	-24%	-$351K	0.09%	218
2019 Q1	$1.45M	Sell	18,172 -41	-0.2%	-$3.04K	0.12%	185
2018 Q4	$1.22M	Buy	+18,213	New	+$1.24M	0.11%	206
2018 Q3	–	Sell	-14,038	Closed	-$1.01M	–	300
2018 Q2	$1.01M	Sell	14,038 -9,418	-40%	-$684K	0.18%	86
2018 Q1	$1.64M	Sell	23,456 -2,323	-9%	-$168K	0.1%	157
2017 Q4	$1.8M	Buy	25,779 +11,463	+80%	+$803K	0.19%	123
2017 Q3	$939K	Hold	14,316	–	–	0.15%	97
2017 Q2	$882K	Sell	14,316 -6,065	-30%	-$374K	0.13%	138
2017 Q1	$1.23M	Buy	20,381 +6,065	+42%	+$359K	0.15%	91
2016 Q4	$803K	Buy	14,316 +354	+3%	+$19K	0.13%	113
2016 Q3	$742K	Buy	+13,962	New	+$691K	0.11%	123
2015 Q1	–	Sell	-7,414	Closed	-$296K	–	170
2014 Q4	$296K	Sell	7,414 -1,000	-12%	-$36.5K	0.14%	120
2014 Q3	$309K	Hold	8,414	–	–	0.16%	86
2014 Q2	$316K	Buy	+8,414	New	+$294K	0.16%	87

Other funds holding XSD

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RJA

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

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

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

Mariner Independent Advisor Network's XSD Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2020, closing a stake of 11,153 shares — an estimated $920K sold.

Mariner Independent Advisor Network first reported a position in XSD in Q2 2014 and held it in 17 quarters. The position peaked at $1.8M in Q4 2017. 98 funds tracked by Wall St. Rank hold XSD as of Q2 2020.

Mariner Independent Advisor Network reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,153 State Street SPDR S&P Semiconductor ETF shares in Q2 2020, an estimated $920K.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2014 and held it in 17 quarters.
Mariner Independent Advisor Network's State Street SPDR S&P Semiconductor ETF position peaked at $1.8M in Q4 2017.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.