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Disclosery

MAI Capital Management: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on SPDW, newest first. How the timeline and the estimate are built.

MAI Capital Management held 854,242 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 854,242 shares
    Change vs previous 13F +27,906 shares

    0.16% of the 13F portfolio, value $43,045,295.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 826,336 shares
    Change vs previous 13F +11,312 shares

    0.21% of the 13F portfolio, value $37,722,229.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 815,024 shares
    Change vs previous 13F +1,723 shares

    0.21% of the 13F portfolio, value $36,195,215.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 813,301 shares
    Change vs previous 13F +7,333 shares

    0.22% of the 13F portfolio, value $34,801,152.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 805,968 shares
    Change vs previous 13F -44,517 shares

    0.23% of the 13F portfolio, value $32,633,639.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 850,485 shares
    Change vs previous 13F -44,904 shares

    0.23% of the 13F portfolio, value $30,966,155.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 895,389 shares
    Change vs previous 13F +889,092 shares

    0.23% of the 13F portfolio, value $30,559,643.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,501.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).