Doyle Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$552K	Sell	15,549 -219	-1%	-$8.82K	0.05%	125
2022 Q2	$629K	Sell	15,768 -3,573	-18%	-$154K	0.05%	121
2022 Q1	$850K	Buy	19,341 +2,029	+12%	+$87.4K	0.06%	123
2021 Q4	$728K	Buy	17,312 +40	+0.2%	+$1.63K	0.05%	122
2021 Q3	$676K	Buy	17,272 +129	+0.8%	+$5.13K	0.05%	124
2021 Q2	$687K	Buy	17,143 +1,462	+9%	+$59.5K	0.06%	122
2021 Q1	$604K	Buy	15,681 +132	+0.8%	+$4.81K	0.06%	128
2020 Q4	$512K	Sell	15,549 -6,238	-29%	-$193K	0.05%	134
2020 Q3	$597K	Buy	21,787 +119	+0.5%	+$3.36K	0.07%	113
2020 Q2	$603K	Buy	21,668 +1,601	+8%	+$43.7K	0.08%	104
2020 Q1	$494K	Buy	20,067 +1,149	+6%	+$40K	0.08%	107
2019 Q4	$746K	Buy	18,918 +194	+1%	+$7.48K	0.09%	96
2019 Q3	$711K	Buy	18,724 +15,105	+417%	+$565K	0.1%	95
2019 Q2	$138K	Buy	+3,619	New	+$137K	0.02%	236
2019 Q1	–	Sell	-2,227	Closed	-$76K	–	672
2018 Q4	$76K	Buy	+2,227	New	+$81.4K	0.01%	293

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Doyle Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.4% in Q3 2022, selling an estimated $8.82K and leaving 15,549 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #125.

Doyle Wealth Management first reported a position in SPYD in Q4 2018 and has held it in 15 quarters since. The position peaked at $850K in Q1 2022. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

Doyle Wealth Management held 15,549 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $552K as of Q3 2022.
Doyle Wealth Management sold 219 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $8.82K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #125 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 15 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $850K in Q1 2022.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

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