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Spdr Series Trust fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 64k 172.09
2024-03-31 $11M 63k 175.32