Doyle Wealth Management Spdr Portfolio Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Doyle Wealth Management holds 55,917 shares of SPMD stock, worth $3.15 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

55,917

Previous 60,980 8.3%

Holding current value

$3.15 Million

Previous $2.42 Million 10.91%

% of portfolio

0.19%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$38.55 - $46.17 $195,178 - $233,758	-5,063 Reduced 8.3%	55,917 $2.16 Million
Q2 2022 Aug 10, 2022	BUY	$38.67 - $47.45 $1.04 Million - $1.28 Million	26,935 Added 79.12%	60,980 $2.42 Million
Q1 2022 May 13, 2022	BUY	$44.15 - $50.14 $5,430 - $6,167	123 Added 0.36%	34,045 $1.61 Million
Q4 2021 Feb 11, 2022	BUY	$46.63 - $50.95 $77,312 - $84,475	1,658 Added 5.14%	33,922 $0
Q3 2021 Nov 12, 2021	BUY	$45.05 - $48.67 $46,491 - $50,227	1,032 Added 3.3%	32,264 $1.49 Million
Q2 2021 Aug 03, 2021	BUY	$45.87 - $48.58 $36,879 - $39,058	804 Added 2.64%	31,232 $1.47 Million
Q1 2021 May 07, 2021	SELL	$39.79 - $47.1 $24,072 - $28,495	-605 Reduced 1.95%	30,428 $1.39 Million
Q4 2020 Feb 04, 2021	SELL	$33.07 - $40.57 $959 - $1,176	-29 Reduced 0.09%	31,033 $1.25 Million
Q3 2020 Nov 13, 2020	SELL	$30.67 - $34.54 $2,208 - $2,486	-72 Reduced 0.23%	31,062 $1.01 Million
Q2 2020 Aug 06, 2020	SELL	$23.46 - $34.21 $11,495 - $16,762	-490 Reduced 1.55%	31,134 $973,000
Q1 2020 Apr 29, 2020	SELL	$21.39 - $37.02 $164,168 - $284,128	-7,675 Reduced 19.53%	31,624 $801,000
Q4 2019 Feb 11, 2020	BUY	$32.63 - $36.43 $60,691 - $67,759	1,860 Added 4.97%	39,299 $1.42 Million
Q3 2019 Nov 05, 2019	BUY	$33.7 - $34.71 $78,487 - $80,839	2,329 Added 6.63%	37,439 $1.27 Million
Q2 2019 Aug 15, 2019	BUY	N/A	13,674 Added 63.79%	35,110 $1.2 Million
Q1 2019 May 13, 2019	BUY	N/A	16,948 Added 377.63%	21,436 $731,000
Q4 2018 Feb 08, 2019	BUY	N/A	4,488 New	4,488 $132,000

Others Institutions Holding SPMD

# of Institutions

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Doyle Wealth Management Spdr Portfolio Transaction History