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Spdr Series Trust cmn shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (XITK) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn 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 cmn by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 75 178.43
2025-09-30 $14k 75 190.43
2025-06-30 $14k 75 189.37
2025-03-31 $12k 75 160.04
2024-12-31 $13k 75 174.03

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 Spdr Series Trust cmn

Boothbay Fund Management
LPL Financial
Sage Capital Management
Harbour Wealth Management Group
Ameriprise Financial
Money Concepts Capital Corp
Smart Portfolios
Susquehanna International
Royal Bank of Canada
KWMG
Goldman Sachs Group
Advisor Group Holdings
Commonwealth Equity Services
Kaizen Financial Strategies
Opulen Financial Group

View all funds holding Spdr Series Trust cmn