Doyle Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,048	Closed	-$61K	–	688
2019 Q2	$61K	Buy	+2,048	New	+$61K	0.01%	326
2019 Q1	–	Sell	-2,048	Closed	-$61K	–	671
2018 Q4	$61K	Buy	+2,048	New	+$60.3K	0.01%	322

Other funds holding SPTS

CSIA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

Doyle Wealth Management sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q3 2019, closing a stake of 2,048 shares — an estimated $61K sold.

Doyle Wealth Management first reported a position in SPTS in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2019. 153 funds tracked by Wall St. Rank hold SPTS as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 2,048 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2019, an estimated $61K.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $61K in Q2 2019.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2019.

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