Doyle Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Doyle Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.16M	Sell	55,917 -5,063	-8%	-$215K	0.19%	79
2022 Q2	$2.42M	Buy	60,980 +26,935	+79%	+$1.17M	0.2%	80
2022 Q1	$1.61M	Buy	34,045 +123	+0.4%	+$5.75K	0.12%	94
2021 Q4	$1.69M	Buy	33,922 +1,658	+5%	+$81K	0.12%	91
2021 Q3	$1.49M	Buy	32,264 +1,032	+3%	+$48.7K	0.12%	90
2021 Q2	$1.47M	Buy	31,232 +804	+3%	+$38.2K	0.12%	90
2021 Q1	$1.39M	Sell	30,428 -605	-2%	-$26.6K	0.13%	88
2020 Q4	$1.25M	Sell	31,033 -29	-0.1%	-$1.07K	0.13%	92
2020 Q3	$1.01M	Sell	31,062 -72	-0.2%	-$2.37K	0.12%	92
2020 Q2	$973K	Sell	31,134 -490	-2%	-$14.3K	0.13%	83
2020 Q1	$801K	Sell	31,624 -7,675	-20%	-$251K	0.13%	79
2019 Q4	$1.42M	Buy	39,299 +1,860	+5%	+$64.8K	0.18%	66
2019 Q3	$1.27M	Buy	37,439 +2,329	+7%	+$78.5K	0.18%	71
2019 Q2	$1.2M	Buy	35,110 +13,674	+64%	+$460K	0.17%	72
2019 Q1	$731K	Buy	21,436 +16,948	+378%	+$554K	0.11%	89
2018 Q4	$132K	Buy	+4,488	New	+$146K	0.02%	220

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Doyle Wealth Management's SPMD Position: Q3 2022 in Review

Doyle Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.3% in Q3 2022, selling an estimated $215K and leaving 55,917 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #79.

Doyle Wealth Management first reported a position in SPMD in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.42M in Q2 2022. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Doyle Wealth Management held 55,917 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.16M as of Q3 2022.
Doyle Wealth Management sold 5,063 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $215K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Doyle Wealth Management's portfolio in Q3 2022, its #79 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.42M in Q2 2022.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.