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Spdr Ser Tr sp500 high div shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Ser Tr sp500 high div

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 high div 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 sp500 high div by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 24k 45.65
2024-06-30 $969k 24k 40.23
2024-03-31 $981k 24k 40.71

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Spdr Ser Tr sp500 high div

Meiji Yasuda Life Insurance Company
LPL Financial
Bank of America Corporation
Auto-Owners Insurance
Morgan Stanley
First Command Advisory Services
Wells Fargo & Company
Bank of New York Mellon
Royal Bank of Canada
Vestmark Advisory Solutions
Commonwealth Equity Services
Envestnet Asset Management
Curran Financial Partners
Alliancebernstein
Barry Investment Advisors

View all funds holding Spdr Ser Tr sp500 high div