Mariner Wealth Advisors (Cincinnati)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$308K	Buy	11,169 +1,913	+21%	+$53.5K	0.02%	240
2018 Q2	$246K	Sell	9,256 -9,200	-50%	-$254K	0.01%	270
2018 Q1	$509K	Sell	18,456 -308	-2%	-$8.87K	0.03%	187
2017 Q4	$524K	Buy	18,764 +4,588	+32%	+$123K	0.03%	175
2017 Q3	$367K	Buy	+14,176	New	+$354K	0.02%	199

Other funds holding XLF

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q3 2018, buying an estimated $53.5K and bringing the position to 11,169 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #240.

Mariner Wealth Advisors (Cincinnati) first reported a position in XLF in Q3 2017 and has held it in 5 quarters since. The position peaked at $524K in Q4 2017. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 11,169 shares of State Street Financial Select Sector SPDR ETF worth $308K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 1,913 State Street Financial Select Sector SPDR ETF shares in Q3 2018, an estimated $53.5K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #240 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 5 quarters since.
Mariner Wealth Advisors (Cincinnati)'s State Street Financial Select Sector SPDR ETF position peaked at $524K in Q4 2017.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2018.

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