Doyle Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$18.2M	Buy	362,570 +21,607	+6%	+$1.22M	1.56%	19
2022 Q2	$17.8M	Buy	340,963 +19,354	+6%	+$1.11M	1.44%	21
2022 Q1	$21.3M	Buy	321,609 +42,388	+15%	+$2.76M	1.54%	19
2021 Q4	$20.2M	Buy	279,221 +36,161	+15%	+$2.52M	1.45%	22
2021 Q3	$15.6M	Buy	243,060 +57,678	+31%	+$3.81M	1.24%	33
2021 Q2	$11.7M	Buy	185,382 +46,411	+33%	+$2.78M	0.97%	41
2021 Q1	$7.84M	Buy	138,971 +18,870	+16%	+$1.06M	0.75%	51
2020 Q4	$6.64M	Buy	120,101 +15,578	+15%	+$819K	0.68%	51
2020 Q3	$5.24M	Buy	104,523 +23,452	+29%	+$1.15M	0.61%	52
2020 Q2	$3.64M	Buy	81,071 +34,137	+73%	+$1.42M	0.48%	49
2020 Q1	$1.68M	Buy	46,934 +8,805	+23%	+$361K	0.27%	53
2019 Q4	$1.6M	Buy	38,129 +4,273	+13%	+$171K	0.2%	62
2019 Q3	$1.32M	Buy	33,856 +9,136	+37%	+$357K	0.18%	69
2019 Q2	$957K	Buy	24,720 +2,218	+10%	+$84.3K	0.13%	76
2019 Q1	$853K	Buy	22,502 +10,840	+93%	+$383K	0.12%	77
2018 Q4	$379K	Buy	11,662 +4,654	+66%	+$163K	0.06%	118
2018 Q3	$268K	Buy	7,008 +852	+14%	+$31.6K	0.04%	162
2018 Q2	$216K	Buy	+6,156	New	+$214K	0.04%	169

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Doyle Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.3% in Q3 2022, buying an estimated $1.22M and bringing the position to 362,570 shares worth $18.2M. The position accounts for 1.56% of the portfolio, ranked #19.

Doyle Wealth Management first reported a position in SPYG in Q2 2018 and has held it in 18 quarters since. The position peaked at $21.3M in Q1 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

Doyle Wealth Management held 362,570 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.2M as of Q3 2022.
Doyle Wealth Management bought 21,607 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $1.22M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.56% of Doyle Wealth Management's portfolio in Q3 2022, its #19 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 18 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21.3M in Q1 2022.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

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