Doyle Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.94M	Sell	66,775 -2,353	-3%	-$115K	0.25%	72
2022 Q2	$3.21M	Buy	69,128 +1,038	+2%	+$52.4K	0.26%	76
2022 Q1	$3.78M	Sell	68,090 -414	-0.6%	-$22.7K	0.27%	72
2021 Q4	$4M	Buy	68,504 +213	+0.3%	+$12.1K	0.29%	70
2021 Q3	$3.62M	Buy	68,291 +242	+0.4%	+$13.2K	0.29%	68
2021 Q2	$3.6M	Buy	68,049 +909	+1%	+$47K	0.3%	67
2021 Q1	$3.3M	Sell	67,140 -2,282	-3%	-$109K	0.32%	65
2020 Q4	$3.2M	Buy	69,422 +29	+0%	+$1.26K	0.33%	61
2020 Q3	$2.84M	Sell	69,393 -1,089	-2%	-$44.1K	0.33%	61
2020 Q2	$2.66M	Sell	70,482 -4,921	-7%	-$176K	0.35%	56
2020 Q1	$2.37M	Buy	75,403 +2,513	+3%	+$94.5K	0.38%	50
2019 Q4	$2.9M	Buy	72,890 +1,954	+3%	+$74.5K	0.36%	52
2019 Q3	$2.61M	Buy	70,936 +5,343	+8%	+$196K	0.36%	52
2019 Q2	$2.39M	Buy	65,593 +12,370	+23%	+$443K	0.33%	52
2019 Q1	$1.91M	Buy	53,223 +38,079	+251%	+$1.29M	0.28%	56
2018 Q4	$468K	Buy	15,144 +5,767	+62%	+$193K	0.08%	105
2018 Q3	$339K	Buy	9,377 +2,496	+36%	+$88.8K	0.05%	141
2018 Q2	$234K	Buy	+6,881	New	+$232K	0.04%	161

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Doyle Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.4% in Q3 2022, selling an estimated $115K and leaving 66,775 shares worth $2.94M. The position accounts for 0.25% of the portfolio, ranked #72.

Doyle Wealth Management first reported a position in SPTM in Q2 2018 and has held it in 18 quarters since. The position peaked at $4M in Q4 2021. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

Doyle Wealth Management held 66,775 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.94M as of Q3 2022.
Doyle Wealth Management sold 2,353 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $115K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.25% of Doyle Wealth Management's portfolio in Q3 2022, its #72 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 18 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4M in Q4 2021.
447 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

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