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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$683K Buy
39,078
+1,543
+4% +$27.4K 0.28% 35
2013
Q2 		$641K Buy
+37,535
New +$629K 0.29% 30

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q3 2013, buying an estimated $27.4K and bringing the position to 39,078 shares worth $683K. The position accounts for 0.28% of the portfolio, ranked #35.

Mariner Wealth Advisors (Madison) first reported a position in XLF in Q2 2013 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold XLF as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 39,078 shares of State Street Financial Select Sector SPDR ETF worth $683K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 1,543 State Street Financial Select Sector SPDR ETF shares in Q3 2013, an estimated $27.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.28% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #35 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2013.

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