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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$686K	Buy	14,775 +620	+4%	+$28K	0.28%	34
2013 Q2	$604K	Buy	+14,155	New	+$601K	0.27%	34

Other funds holding XLI

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

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q3 2013, buying an estimated $28K and bringing the position to 14,775 shares worth $686K. The position accounts for 0.28% of the portfolio, ranked #34.

Mariner Wealth Advisors (Madison) first reported a position in XLI in Q2 2013 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

Mariner Wealth Advisors (Madison) held 14,775 shares of State Street Industrial Select Sector SPDR ETF worth $686K as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 620 State Street Industrial Select Sector SPDR ETF shares in Q3 2013, an estimated $28K.
State Street Industrial Select Sector SPDR ETF made up 0.28% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #34 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

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