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Mariner Wealth Advisors (Cincinnati)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$692K Buy
22,500
+7,275
+48% +$222K 0.04% 159
2018
Q2 		$463K Buy
15,225
+7,725
+103% +$244K 0.03% 200
2018
Q1 		$236K Buy
+7,500
New +$241K 0.01% 257

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SPDW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 48% in Q3 2018, buying an estimated $222K and bringing the position to 22,500 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #159.

Mariner Wealth Advisors (Cincinnati) first reported a position in SPDW in Q1 2018 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SPDW as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 22,500 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $692K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 7,275 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2018, an estimated $222K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #159 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.