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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All positions including Spdr Series Trust fund 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 Series Trust fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 64k | 184.42 |
| 2024-06-30 | $11M | 64k | 172.09 |
| 2024-03-31 | $11M | 63k | 175.32 |