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Spdr Ser Tr cmn shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr cmn (CNRG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn 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 Ser Tr cmn by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $674 8 84.25
2025-06-30 $476 8 59.50
2025-03-31 $403 8 50.38
2024-12-31 $32k 525 60.56

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Spdr Ser Tr cmn

Ameriprise Financial
Wells Fargo & Company
Lido Advisors
Exchange Capital Management
LPL Financial
Royal Bank of Canada
Opulen Financial Group
WealthCare Investment Partners
UBS Group
Two Sigma Investments
Commonwealth Equity Services
Bryn Mawr Trust
Cambridge Investment Research Advisors
Independent Wealth Network
Goldman Sachs Group

View all funds holding Spdr Ser Tr cmn