Doyle Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Doyle Wealth Management holds 106,351 shares of SPSM stock, worth $4.37 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
106,351
Previous 109,140
2.56%
Holding current value
$4.37 Million
Previous $3.93 Million
7.77%
% of portfolio
0.31%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio