Mariner Wealth Advisors (Madison)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$720K	Buy	14,230 +550	+4%	+$27.6K	0.29%	33
2013 Q2	$651K	Buy	+13,680	New	+$655K	0.29%	28

Other funds holding XLV

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

Mariner Wealth Advisors (Madison) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4% in Q3 2013, buying an estimated $27.6K and bringing the position to 14,230 shares worth $720K. The position accounts for 0.29% of the portfolio, ranked #33.

Mariner Wealth Advisors (Madison) first reported a position in XLV in Q2 2013 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold XLV as of Q3 2013.

Mariner Wealth Advisors (Madison) held 14,230 shares of State Street Health Care Select Sector SPDR ETF worth $720K as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 550 State Street Health Care Select Sector SPDR ETF shares in Q3 2013, an estimated $27.6K.
State Street Health Care Select Sector SPDR ETF made up 0.29% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #33 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
349 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2013.

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