Spdr Series Trust fund shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Spdr Series Trust fund
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Quarterly reported holdings in Spdr Series Trust fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 59k | 204.12 |
| 2025-06-30 | $11M | 58k | 192.15 |
| 2025-03-31 | $11M | 61k | 183.82 |
| 2024-12-31 | $12M | 62k | 184.05 |
| 2024-09-30 | $12M | 64k | 184.42 |
| 2024-06-30 | $11M | 64k | 172.09 |
| 2024-03-31 | $11M | 63k | 175.32 |