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 $34.4 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
362,570
Previous 340,963
6.34%
Holding current value
$34.4 Million
Previous $17.8 Million
1.9%
% of portfolio
1.56%
Previous 1.44%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,233Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.42 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.87 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.06 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$828 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$726 Million0.05% of portfolio