MAI Wealth Advisors »

South Plains Financial shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of South Plains Financial (SPFI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in South Plains Financial

Tip: Access up to 7 years of quarterly data

All positions including South Plains Financial held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in South Plains Financial by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $271 7 38.86

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding South Plains Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
Acadian Asset Management
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
State Street Corporation
Bridgeway Capital Management
Gabelli Funds
Polaris Capital Management
Northern Trust
DePrince Race & Zollo
Charles Schwab Investment Management
Russell Investments

View all funds holding South Plains Financial