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Spdr Series Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.7k 197.76
2025-06-30 $57k 300 189.82
2025-03-31 $48k 300 159.86
2024-12-31 $57k 300 188.96

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (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)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Spdr Series Trust

Morgan Stanley
LPL Financial
McGuire Investment Group
Wells Fargo & Company
UBS Group
Raymond James Financial
BlackRock
Two Sigma Investments
Ameriprise Financial
Thrivent Financial for Lutherans
Essex
Fil
Ieq Capital
Mml Investors Services
CI Private Wealth

View all funds holding Spdr Series Trust