Doyle Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,270	Closed	-$162K	–	687
2019 Q2	$162K	Buy	+5,270	New	+$161K	0.02%	213
2019 Q1	–	Sell	-5,270	Closed	-$159K	–	670
2018 Q4	$159K	Buy	+5,270	New	+$158K	0.03%	195

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doyle Wealth Management's SPSB Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2019, closing a stake of 5,270 shares — an estimated $162K sold.

Doyle Wealth Management first reported a position in SPSB in Q4 2018 and held it in 2 quarters. The position peaked at $162K in Q2 2019. 337 funds tracked by Wall St. Rank hold SPSB as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 5,270 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2019, an estimated $162K.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $162K in Q2 2019.
337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.