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 $4.39 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
106,351
Previous 109,140
2.56%
Holding current value
$4.39 Million
Previous $3.93 Million
7.77%
% of portfolio
0.31%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
804Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$891 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$718 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$544 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$286 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$254 Million0.07% of portfolio