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
Download as csv Download as ExcelQuarterly 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 |