Utilities SPDR shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 161k | 87.21 |
| 2025-06-30 | $11M | 128k | 81.66 |
| 2025-03-31 | $11M | 134k | 78.85 |
| 2024-12-31 | $9.7M | 128k | 75.69 |
| 2024-09-30 | $10M | 125k | 80.78 |
| 2024-06-30 | $8.0M | 117k | 68.14 |
| 2024-03-31 | $7.7M | 118k | 65.65 |
| 2023-12-31 | $6.6M | 105k | 63.33 |
| 2023-09-30 | $6.1M | 103k | 58.93 |
| 2023-06-30 | $7.2M | 110k | 65.44 |
| 2023-03-31 | $8.3M | 123k | 67.69 |
| 2022-12-31 | $10M | 145k | 70.50 |
| 2022-09-30 | $10M | 159k | 65.51 |
| 2022-06-30 | $9.8M | 140k | 70.13 |
| 2022-03-31 | $8.8M | 118k | 74.46 |
| 2021-12-31 | $8.6M | 120k | 71.58 |
| 2021-09-30 | $1.3M | 20k | 63.91 |
| 2021-06-30 | $1.3M | 20k | 63.21 |
| 2021-03-31 | $843k | 13k | 64.01 |
| 2020-12-31 | $876k | 14k | 62.73 |
| 2020-09-30 | $220k | 3.7k | 59.28 |
| 2020-06-30 | $213k | 3.8k | 56.51 |
| 2019-12-31 | $225k | 3.5k | 64.49 |
| 2019-09-30 | $226k | 3.5k | 64.78 |
| 2018-03-31 | $210k | 4.2k | 50.59 |
| 2017-12-31 | $261k | 5.0k | 52.68 |
| 2017-03-31 | $218k | 4.3k | 51.21 |
| 2016-12-31 | $211k | 4.3k | 48.57 |