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Spdr Index Shs Fds s&p north amer shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Index Shs Fds s&p north amer (NANR) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Index Shs Fds s&p north amer

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds s&p north amer 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 Index Shs Fds s&p north amer by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 192 64.60
2025-06-30 $11k 192 56.64
2025-03-31 $11k 192 55.52
2024-12-31 $9.8k 192 51.11

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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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 Index Shs Fds s&p north amer

Financial Engines Advisors L.L.C
Assetmark
Capital Wealth Management
LPL Financial
Steward Partners Investment Advisory
Baird Financial
Franklin Resources
Morgan Stanley
XML Financial
Mariner Wealth Advisors
P.J. Schmidt Investment Management
FTB Advisors
CFS Investment Advisory Services
CWM
Advisor Group Holdings

View all funds holding Spdr Index Shs Fds s&p north amer