MWAC
SPYM

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

Mariner Wealth Advisors (Cincinnati)’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.84M Buy
53,944
+19,500
+57% +$652K 0.1% 116
2018
Q2 		$1.1M Buy
34,444
+12,219
+55% +$388K 0.07% 127
2018
Q1 		$688K Buy
+22,225
New +$711K 0.04% 158

Other funds holding SPYM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 57% in Q3 2018, buying an estimated $652K and bringing the position to 53,944 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #116.

Mariner Wealth Advisors (Cincinnati) first reported a position in SPYM in Q1 2018 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold SPYM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 53,944 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.84M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 19,500 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2018, an estimated $652K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #116 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2018.

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