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 55,917 shares of SPMD stock, worth $3.08 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

55,917

Previous 60,980 8.3%

Holding current value

$3.08 Million

Previous $2.42 Million 10.91%

% of portfolio

0.19%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$38.55 - $46.17 $195,178 - $233,758	-5,063 Reduced 8.3%	55,917 $2.16 Million
Q2 2022 Aug 10, 2022	BUY	$38.67 - $47.45 $1.04 Million - $1.28 Million	26,935 Added 79.12%	60,980 $2.42 Million
Q1 2022 May 13, 2022	BUY	$44.15 - $50.14 $5,430 - $6,167	123 Added 0.36%	34,045 $1.61 Million
Q4 2021 Feb 11, 2022	BUY	$46.63 - $50.95 $77,312 - $84,475	1,658 Added 5.14%	33,922 $0
Q3 2021 Nov 12, 2021	BUY	$45.05 - $48.67 $46,491 - $50,227	1,032 Added 3.3%	32,264 $1.49 Million
Q2 2021 Aug 03, 2021	BUY	$45.87 - $48.58 $36,879 - $39,058	804 Added 2.64%	31,232 $1.47 Million
Q1 2021 May 07, 2021	SELL	$39.79 - $47.1 $24,072 - $28,495	-605 Reduced 1.95%	30,428 $1.39 Million
Q4 2020 Feb 04, 2021	SELL	$33.07 - $40.57 $959 - $1,176	-29 Reduced 0.09%	31,033 $1.25 Million
Q3 2020 Nov 13, 2020	SELL	$30.67 - $34.54 $2,208 - $2,486	-72 Reduced 0.23%	31,062 $1.01 Million
Q2 2020 Aug 06, 2020	SELL	$23.46 - $34.21 $11,495 - $16,762	-490 Reduced 1.55%	31,134 $973,000
Q1 2020 Apr 29, 2020	SELL	$21.39 - $37.02 $164,168 - $284,128	-7,675 Reduced 19.53%	31,624 $801,000
Q4 2019 Feb 11, 2020	BUY	$32.63 - $36.43 $60,691 - $67,759	1,860 Added 4.97%	39,299 $1.42 Million
Q3 2019 Nov 05, 2019	BUY	$33.7 - $34.71 $78,487 - $80,839	2,329 Added 6.63%	37,439 $1.27 Million
Q2 2019 Aug 15, 2019	BUY	N/A	13,674 Added 63.79%	35,110 $1.2 Million
Q1 2019 May 13, 2019	BUY	N/A	16,948 Added 377.63%	21,436 $731,000
Q4 2018 Feb 08, 2019	BUY	N/A	4,488 New	4,488 $132,000

Others Institutions Holding SPMD

# of Institutions

631

Shares Held

184M

Call Options Held

100

Put Options Held

300

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

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 Transaction History