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Spdr Ser Tr ssga gnder etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr ssga gnder etf (SHE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Ser Tr ssga gnder etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr ssga gnder etf 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 ssga gnder etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $86k 672 127.46
2025-06-30 $82k 657 124.82
2025-03-31 $53k 460 114.13
2024-12-31 $64k 551 115.80

More positions owned by MAI Wealth Advisors

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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 ssga gnder etf

Rock Creek Group
LPL Financial
Morgan Stanley
First Affirmative Financial Network
Albion Financial Group
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
Susquehanna International
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Raymond James Financial

View all funds holding Spdr Ser Tr ssga gnder etf