Doyle Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Doyle Wealth Management holds 66,775 shares of SPTM stock, worth $4.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

66,775

Previous 69,128 3.4%

Holding current value

$4.5 Million

Previous $3.21 Million 8.34%

% of portfolio

0.25%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$44.11 - $53.04 $103,790 - $124,803	-2,353 Reduced 3.4%	66,775 $2.95 Million
Q2 2022 Aug 10, 2022	BUY	$45.19 - $56.15 $46,907 - $58,283	1,038 Added 1.52%	69,128 $3.21 Million
Q1 2022 May 13, 2022	SELL	$51.36 - $58.82 $21,263 - $24,351	-414 Reduced 0.6%	68,090 $3.78 Million
Q4 2021 Feb 11, 2022	BUY	$52.99 - $58.74 $11,286 - $12,511	213 Added 0.31%	68,504 $0
Q3 2021 Nov 12, 2021	BUY	$52.32 - $55.93 $12,661 - $13,535	242 Added 0.36%	68,291 $3.62 Million
Q2 2021 Aug 03, 2021	BUY	$49.77 - $52.97 $45,240 - $48,149	909 Added 1.35%	68,049 $3.61 Million
Q1 2021 May 07, 2021	SELL	$45.48 - $49.44 $103,785 - $112,822	-2,282 Reduced 3.29%	67,140 $3.3 Million
Q4 2020 Feb 04, 2021	BUY	$39.96 - $46.09 $1,158 - $1,336	29 Added 0.04%	69,422 $3.2 Million
Q3 2020 Nov 13, 2020	SELL	$37.97 - $43.65 $41,349 - $47,534	-1,089 Reduced 1.55%	69,393 $2.84 Million
Q2 2020 Aug 06, 2020	SELL	$29.99 - $39.74 $147,580 - $195,560	-4,921 Reduced 6.53%	70,482 $2.66 Million
Q1 2020 Apr 29, 2020	BUY	$27.12 - $41.81 $68,152 - $105,068	2,513 Added 3.45%	75,403 $2.37 Million
Q4 2019 Feb 11, 2020	BUY	$35.63 - $39.97 $69,621 - $78,101	1,954 Added 2.75%	72,890 $2.91 Million
Q3 2019 Nov 05, 2019	BUY	$36.53 - $37.33 $195,179 - $199,454	5,343 Added 8.15%	70,936 $2.61 Million
Q2 2019 Aug 15, 2019	BUY	N/A	12,370 Added 23.24%	65,593 $2.39 Million
Q1 2019 May 13, 2019	BUY	N/A	38,079 Added 251.45%	53,223 $1.91 Million
Q4 2018 Feb 08, 2019	BUY	N/A	5,767 Added 61.5%	15,144 $468,000
Q3 2018 Nov 08, 2018	BUY	N/A	2,496 Added 36.27%	9,377 $339,000
Q2 2018 Aug 08, 2018	BUY	N/A	6,881 New	6,881 $234,000

Others Institutions Holding SPTM

# of Institutions

686

Shares Held

89.7M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.

Account

Doyle Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History