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 $4.83 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

66,775

Previous 69,128 3.4%

Holding current value

$4.83 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

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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