Back to STT-PG
Physician Wealth Advisors, Inc. → STT-PG
Physician Wealth Advisors, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
81
Latest value
$19K
Q3 2026
Peak value
$102.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32K |
| Q3 2025 | $112K |
| Q3 2025 | $1K |
| Q3 2025 | $14K |
| Q3 2025 | $31.6M |
| Q3 2025 | $28K |
| Q3 2025 | $32K |
| Q3 2025 | $20K |
| Q3 2025 | $5K |
| Q3 2025 | $91K |
| Q3 2025 | $17K |
| Q3 2025 | $59K |
| Q3 2025 | $36K |
| Q3 2025 | $671K |
| Q3 2025 | $84K |
| Q3 2025 | $9K |
| Q4 2025 | $32K |
| Q4 2025 | $118K |
| Q4 2025 | $1K |
| Q4 2025 | $14K |
| Q4 2025 | $33.4M |
| Q4 2025 | $28K |
| Q4 2025 | $30K |
| Q4 2025 | $27K |
| Q4 2025 | $5K |
| Q4 2025 | $101K |
| Q4 2025 | $17K |
| Q4 2025 | $60K |
| Q4 2025 | $37K |
| Q4 2025 | $686K |
| Q4 2025 | $82K |
| Q4 2025 | $6K |
| Q1 2026 | $32K |
| Q1 2026 | $123K |
| Q1 2026 | $1K |
| Q1 2026 | $14K |
| Q1 2026 | $51.7M |
| Q1 2026 | $29K |
| Q1 2026 | $29K |
| Q1 2026 | $41K |
| Q1 2026 | $5K |
| Q1 2026 | $101K |
| Q1 2026 | $16K |
| Q1 2026 | $77K |
| Q1 2026 | $38K |
| Q1 2026 | $634K |
| Q1 2026 | $89K |
| Q1 2026 | $9K |
| Q2 2026 | $36K |
| Q2 2026 | $142K |
| Q2 2026 | $1K |
| Q2 2026 | $16K |
| Q2 2026 | $94M |
| Q2 2026 | $55K |
| Q2 2026 | $34K |
| Q2 2026 | $40K |
| Q2 2026 | $5K |
| Q2 2026 | $109K |
| Q2 2026 | $17K |
| Q2 2026 | $72K |
| Q2 2026 | $44K |
| Q2 2026 | $909K |
| Q2 2026 | $88K |
| Q2 2026 | $16K |
| Q3 2026 | $36K |
| Q3 2026 | $133K |
| Q3 2026 | $6K |
| Q3 2026 | $996 |
| Q3 2026 | $16K |
| Q3 2026 | $102.1M |
| Q3 2026 | $47K |
| Q3 2026 | $28K |
| Q3 2026 | $9K |
| Q3 2026 | $5K |
| Q3 2026 | $116K |
| Q3 2026 | $16K |
| Q3 2026 | $88K |
| Q3 2026 | $40K |
| Q3 2026 | $935K |
| Q3 2026 | $76K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 111 | — | — |
| Q3 2026 | $76K | 1.9K | — | — |
| Q3 2026 | $935K | 4.8K | — | — |
| Q3 2026 | $40K | 238 | — | — |
| Q3 2026 | $88K | 1.4K | — | — |
| Q3 2026 | $16K | 144 | — | — |
| Q3 2026 | $116K | 688 | — | — |
| Q3 2026 | $5K | 108 | — | — |
| Q3 2026 | $9K | 384 | — | — |
| Q3 2026 | $28K | 290 | — | — |
| Q3 2026 | $47K | 88 | — | — |
| Q3 2026 | $102.1M | 1.14M | — | — |
| Q3 2026 | $16K | 84 | — | — |
| Q3 2026 | $996 | 47 | — | — |
| Q3 2026 | $6K | 318 | — | — |
| Q3 2026 | $133K | 1.3K | — | — |
| Q3 2026 | $36K | 692 | — | — |
| Q2 2026 | $16K | 93 | — | — |
| Q2 2026 | $88K | 1.9K | — | — |
| Q2 2026 | $909K | 4.8K | — | — |
| Q2 2026 | $44K | 238 | — | — |
| Q2 2026 | $72K | 1.4K | — | — |
| Q2 2026 | $17K | 144 | — | — |
| Q2 2026 | $109K | 688 | — | — |
| Q2 2026 | $5K | 107 | — | — |
| Q2 2026 | $40K | 1.7K | — | — |
| Q2 2026 | $34K | 290 | — | — |
| Q2 2026 | $55K | 88 | — | — |
| Q2 2026 | $94M | 1.07M | — | — |
| Q2 2026 | $16K | 84 | — | — |
| Q2 2026 | $1K | 47 | — | — |
| Q2 2026 | $142K | 1.3K | — | — |
| Q2 2026 | $36K | 692 | — | — |
| Q1 2026 | $9K | 69 | — | — |
| Q1 2026 | $89K | 1.9K | — | — |
| Q1 2026 | $634K | 4.8K | — | — |
| Q1 2026 | $38K | 237 | — | — |
| Q1 2026 | $77K | 1.3K | — | — |
| Q1 2026 | $16K | 144 | — | — |
| Q1 2026 | $101K | 687 | — | — |
| Q1 2026 | $5K | 106 | — | — |
| Q1 2026 | $41K | 1.8K | — | — |
| Q1 2026 | $29K | 290 | — | — |
| Q1 2026 | $29K | 88 | — | — |
| Q1 2026 | $51.7M | 675.2K | — | — |
| Q1 2026 | $14K | 84 | — | — |
| Q1 2026 | $1K | 47 | — | — |
| Q1 2026 | $123K | 1.3K | — | — |
| Q1 2026 | $32K | 685 | — | — |
| Q4 2025 | $6K | 46 | — | — |
| Q4 2025 | $82K | 1.9K | — | — |
| Q4 2025 | $686K | 4.8K | — | — |
| Q4 2025 | $37K | 237 | — | — |
| Q4 2025 | $60K | 1.3K | — | — |
| Q4 2025 | $17K | 144 | — | — |
| Q4 2025 | $101K | 653 | — | — |
| Q4 2025 | $5K | 105 | — | — |
| Q4 2025 | $27K | 1.1K | — | — |
| Q4 2025 | $30K | 290 | — | — |
| Q4 2025 | $28K | 88 | — | — |
| Q4 2025 | $33.4M | 415.7K | — | — |
| Q4 2025 | $14K | 84 | — | — |
| Q4 2025 | $1K | 47 | — | — |
| Q4 2025 | $118K | 1.3K | — | — |
| Q4 2025 | $32K | 685 | — | — |
| Q3 2025 | $9K | 81 | — | — |
| Q3 2025 | $84K | 965 | — | — |
| Q3 2025 | $671K | 2.4K | — | — |
| Q3 2025 | $36K | 237 | — | — |
| Q3 2025 | $59K | 657 | — | — |
| Q3 2025 | $17K | 72 | — | — |
| Q3 2025 | $91K | 653 | — | — |
| Q3 2025 | $5K | 105 | — | — |
| Q3 2025 | $20K | 837 | — | — |
| Q3 2025 | $32K | 290 | — | — |
| Q3 2025 | $28K | 88 | — | — |
| Q3 2025 | $31.6M | 403.7K | — | — |
| Q3 2025 | $14K | 84 | — | — |
| Q3 2025 | $1K | 47 | — | — |
| Q3 2025 | $112K | 1.3K | — | — |
| Q3 2025 | $32K | 673 | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B