Physician Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$202,000
-6.5%
4,388
+4.7%
0.05%
-37.9%
Q3 2020$216,000
-2.3%
4,190
-0.4%
0.09%
-2.2%
Q2 2020$221,000
-7.5%
4,205
-10.4%
0.09%
-16.0%
Q4 2019$239,000
+5.8%
4,691
+5.2%
0.11%
-3.6%
Q3 2019$226,0004,4600.11%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders