Physician Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$300,000
-2.3%
6,432
+3.9%
0.08%
-35.0%
Q3 2020$307,000
-1.0%
6,1920.0%0.12%
-1.6%
Q2 2020$310,000
+21.6%
6,192
+19.0%
0.12%
-1.6%
Q1 2020$255,0005,2040.13%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 835,523$41,275,00031.75%
Biltmore Wealth Management, LLC 716,505$35,395,00014.16%
Relaxing Retirement Coach 160,023$7,905,0006.48%
Pacific Edge Advisors, LLC 186,980$9,237,0004.49%
Sunflower Bank, N.A. 601,284$29,703,0004.19%
Newport Capital Group, LLC 107,446$5,308,0004.10%
Leisure Capital Management 153,135$7,565,0004.07%
Aurora Private Wealth, Inc. 188,793$9,326,0003.78%
AUA CAPITAL MANAGEMENT, LLC 116,195$5,740,0003.63%
ALTFEST L J & CO INC 338,263$16,710,0003.50%
View complete list of SPDR SER TR shareholders