Mariner Wealth Advisors (Madison)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$641K	Buy	30,530 +1,380	+5%	+$28.2K	0.26%	40
2013 Q2	$559K	Buy	+29,150	New	+$576K	0.25%	37

Other funds holding XLB

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s XLB Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 4.7% in Q3 2013, buying an estimated $28.2K and bringing the position to 30,530 shares worth $641K. The position accounts for 0.26% of the portfolio, ranked #40.

Mariner Wealth Advisors (Madison) first reported a position in XLB in Q2 2013 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold XLB as of Q3 2013.

Mariner Wealth Advisors (Madison) held 30,530 shares of State Street Materials Select Sector SPDR ETF worth $641K as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 1,380 State Street Materials Select Sector SPDR ETF shares in Q3 2013, an estimated $28.2K.
State Street Materials Select Sector SPDR ETF made up 0.26% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #40 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
261 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.