Mariner Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mariner Investment Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$681K	Buy	630,000 +580,000	+1,160%	+$394M	0.2%	39
2025 Q4	$39.3K	Buy	+50,000	New	+$33.8M	﹤0.01%	100
2025 Q1	–	Sell	-70,000	Closed	-$1.75K	–	56
2024 Q4	$1.75K	Buy	+70,000	New	+$41.2M	﹤0.01%	43
2021 Q4	–	Sell	-20,000	Closed	-$5K	–	196
2021 Q3	$5K	Buy	+20,000	New	+$8.82M	0.01%	123
2020 Q2	–	Sell	-67,700	Closed	-$7K	–	52
2020 Q1	$7K	Buy	+67,700	New	+$20.7M	0.02%	48
2019 Q1	–	Sell	-90,000	Closed	-$16K	–	104
2018 Q4	$16K	Buy	+90,000	New	+$24.3M	0.02%	107
2017 Q3	–	Sell	-20,000	Closed	-$23K	–	70
2017 Q2	$23K	Buy	+20,000	New	+$4.79M	0.01%	50
2017 Q1	–	Sell	-20,000	Closed	-$5K	–	96
2016 Q4	$5K	Buy	+20,000	New	+$4.37M	﹤0.01%	93
2016 Q1	–	Sell	-12,000	Closed	-$1K	–	205
2015 Q4	$1K	Hold	12,000	–	–	﹤0.01%	199
2015 Q3	$4K	Buy	+12,000	New	+$2.43M	﹤0.01%	187
2014 Q4	–	Sell	-145,000	Closed	-$647K	–	292
2014 Q3	$647K	Buy	+145,000	New	+$28.7M	0.13%	132
2014 Q2	–	Sell	-50,000	Closed	-$257K	–	275
2014 Q1	$257K	Sell	50,000 -125,000	-71%	-$22.9M	0.06%	158
2013 Q4	$560K	Buy	+175,000	New	+$31M	0.08%	166

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Mariner Investment Group's SPY Position: Q4 2025 in Review

Mariner Investment Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 38,422 shares — an estimated $26M sold.

Mariner Investment Group first reported a position in SPY in Q3 2013 and held it in 17 quarters. The position peaked at $445M in Q4 2024. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Mariner Investment Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Mariner Investment Group sold 38,422 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $26M.
Mariner Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and held it in 17 quarters.
Mariner Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $445M in Q4 2024.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Mariner Investment Group's 13F filing for Q4 2025, filed 25 Feb 2026.