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 $4.87 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
66,775
Previous 69,128 3.4%
Holding current value
$4.87 Million
Previous $3.21 Million 8.34%
% of portfolio
0.25%
Previous 0.26%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
675
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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