Mariner Wealth Advisors (Cincinnati)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$6.15M	Buy	21,162 +547	+3%	+$156K	0.34%	73
2018 Q2	$5.59M	Sell	20,615 -415	-2%	-$112K	0.33%	72
2018 Q1	$5.53M	Sell	21,030 -63	-0.3%	-$17.2K	0.34%	70
2017 Q4	$5.63M	Sell	21,093 -153	-0.7%	-$39.8K	0.34%	70
2017 Q3	$5.34M	Buy	21,246 +1,318	+7%	+$325K	0.35%	68
2017 Q2	$4.82M	Buy	19,928 +1,146	+6%	+$275K	0.34%	70
2017 Q1	$4.43M	Buy	18,782 +819	+5%	+$190K	0.32%	74
2016 Q4	$4.01M	Sell	17,963 -216	-1%	-$47.2K	0.31%	76
2016 Q3	$3.93M	Buy	18,179 +54	+0.3%	+$11.7K	0.34%	71
2016 Q2	$3.8M	Sell	18,125 -441	-2%	-$91.5K	0.34%	69
2016 Q1	$3.82M	Buy	18,566 +492	+3%	+$96K	0.37%	63
2015 Q4	$3.69M	Buy	+18,074	New	+$3.71M	0.36%	61

Other funds holding SPY

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q3 2018, buying an estimated $156K and bringing the position to 21,162 shares worth $6.15M. The position accounts for 0.34% of the portfolio, ranked #73.

Mariner Wealth Advisors (Cincinnati) first reported a position in SPY in Q4 2015 and has held it in 12 quarters since. 1,920 funds tracked by Wall St. Rank hold SPY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 21,162 shares of State Street SPDR S&P 500 ETF Trust worth $6.15M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 547 State Street SPDR S&P 500 ETF Trust shares in Q3 2018, an estimated $156K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #73 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 12 quarters since.
1,920 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2018.

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