Doyle Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.78M	Buy	10,578 +244	+2%	+$96.9K	0.32%	66
2022 Q2	$3.9M	Sell	10,334 -334	-3%	-$137K	0.31%	70
2022 Q1	$4.82M	Buy	10,668 +528	+5%	+$235K	0.35%	65
2021 Q4	$4.82M	Buy	10,140 +249	+3%	+$114K	0.35%	64
2021 Q3	$4.25M	Sell	9,891 -13	-0.1%	-$5.73K	0.34%	64
2021 Q2	$4.24M	Buy	9,904 +162	+2%	+$67.6K	0.35%	65
2021 Q1	$3.86M	Sell	9,742 -48	-0.5%	-$18.5K	0.37%	63
2020 Q4	$3.66M	Buy	9,790 +3	+0%	+$1.06K	0.37%	58
2020 Q3	$3.28M	Buy	9,787 +2	+0%	+$663	0.38%	57
2020 Q2	$3.02M	Sell	9,785 -1,450	-13%	-$424K	0.4%	52
2020 Q1	$2.9M	Sell	11,235 -255	-2%	-$77.8K	0.46%	44
2019 Q4	$3.7M	Buy	11,490 +308	+3%	+$94.8K	0.46%	48
2019 Q3	$3.32M	Sell	11,182 -557	-5%	-$165K	0.46%	46
2019 Q2	$3.44M	Sell	11,739 -100	-0.8%	-$28.8K	0.48%	46
2019 Q1	$3.41M	Buy	11,839 +770	+7%	+$209K	0.5%	47
2018 Q4	$2.77M	Buy	11,069 +71	+0.6%	+$19.1K	0.47%	44
2018 Q3	$3.2M	Buy	10,998 +102	+0.9%	+$29K	0.5%	47
2018 Q2	$2.96M	Buy	10,896 +859	+9%	+$232K	0.49%	47
2018 Q1	$2.64M	Sell	10,037 -529	-5%	-$144K	0.44%	50
2017 Q4	$2.82M	Buy	10,566 +724	+7%	+$188K	0.48%	47
2017 Q3	$2.47M	Buy	9,842 +39	+0.4%	+$9.62K	0.43%	48
2017 Q2	$2.37M	Sell	9,803 -513	-5%	-$123K	0.44%	48
2017 Q1	$2.43M	Buy	+10,316	New	+$2.4M	0.5%	49

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Doyle Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q3 2022, buying an estimated $96.9K and bringing the position to 10,578 shares worth $3.78M. The position accounts for 0.32% of the portfolio, ranked #66.

Doyle Wealth Management first reported a position in SPY in Q1 2017 and has held it in 23 quarters since. The position peaked at $4.82M in Q1 2022. 3,047 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Doyle Wealth Management held 10,578 shares of State Street SPDR S&P 500 ETF Trust worth $3.78M as of Q3 2022.
Doyle Wealth Management bought 244 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $96.9K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Doyle Wealth Management's portfolio in Q3 2022, its #66 holding.
Doyle Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.82M in Q1 2022.
3,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

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