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 $4.01 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
106,351
Previous 109,140
2.56%
Holding current value
$4.01 Million
Previous $3.93 Million
7.77%
% of portfolio
0.31%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio