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Spdr Series Trust cmn shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 Series Trust cmn by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 58k 24.93
2025-06-30 $1.5M 61k 24.78
2025-03-31 $1.6M 63k 25.22
2024-12-31 $1.6M 62k 25.58

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 Series Trust cmn

Sei Investments
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
FMR
LPL Financial
Morgan Stanley
Grimes & Company
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Honkamp Krueger Financial Services
Envestnet Asset Management
HighTower Advisors
Mercer Global Advisors
Cercano Management

View all funds holding Spdr Series Trust cmn