Doyle Wealth Management Spdr Portfolio Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Doyle Wealth Management holds 362,570 shares of SPYG stock, worth $31.3 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
362,570
Previous 340,963
6.34%
Holding current value
$31.3 Million
Previous $17.8 Million
1.9%
% of portfolio
1.56%
Previous 1.44%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,094Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio