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MAI Capital Management: XLY position timeline

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

MAI Capital Management held 63,250 XLY 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 63,250 shares
    Change vs previous 13F +9,465 shares

    0.03% of the 13F portfolio, value $7,417,929.

    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 53,785 shares
    Change vs previous 13F +4,138 shares

    0.03% of the 13F portfolio, value $5,861,504.

    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 49,647 shares
    Change vs previous 13F +25,692 shares

    0.03% of the 13F portfolio, value $5,928,351.

    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 23,955 shares
    Change vs previous 13F +424 shares

    0.04% of the 13F portfolio, value $5,740,673.

    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 23,531 shares
    Change vs previous 13F -6,123 shares

    0.04% of the 13F portfolio, value $5,114,018.

    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 29,654 shares
    Change vs previous 13F +4,156 shares

    0.04% of the 13F portfolio, value $5,855,460.

    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 25,498 shares
    Change vs previous 13F +1,732 shares

    0.04% of the 13F portfolio, value $5,720,537.

    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 23,766 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,761,975.

    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).