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Disclosery

MAI Capital Management: SPY position timeline

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

MAI Capital Management held 1,195,510 SPY 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 1,195,510 shares
    Change vs previous 13F +235,672 shares

    3.4% of the 13F portfolio, value $893,045,762.

    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 959,838 shares
    Change vs previous 13F +31,709 shares

    3.54% of the 13F portfolio, value $624,221,090.

    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 928,129 shares
    Change vs previous 13F +126,465 shares

    3.66% of the 13F portfolio, value $632,909,970.

    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 801,664 shares
    Change vs previous 13F +20,519 shares

    3.34% of the 13F portfolio, value $534,052,841.

    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 781,145 shares
    Change vs previous 13F +24,820 shares

    3.35% of the 13F portfolio, value $482,630,716.

    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 756,325 shares
    Change vs previous 13F +5,430 shares

    3.2% of the 13F portfolio, value $423,080,910.

    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 750,895 shares
    Change vs previous 13F +12,389 shares

    3.28% of the 13F portfolio, value $440,084,529.

    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 738,506 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $423,724,999.

    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).