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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7.58M	Buy	180,494 +403	+0.2%	+$18.8K	0.65%	54
2022 Q2	$7.99M	Buy	180,091 +28,097	+18%	+$1.35M	0.64%	56
2022 Q1	$8.07M	Buy	151,994 +7,611	+5%	+$399K	0.58%	57
2021 Q4	$8.06M	Buy	144,383 +3,458	+2%	+$187K	0.58%	58
2021 Q3	$7.11M	Buy	140,925 +11,534	+9%	+$598K	0.57%	61
2021 Q2	$6.51M	Buy	129,391 +17,712	+16%	+$869K	0.54%	59
2021 Q1	$5.21M	Buy	111,679 +2,803	+3%	+$127K	0.5%	57
2020 Q4	$4.79M	Buy	108,876 +2,618	+2%	+$109K	0.49%	55
2020 Q3	$4.18M	Buy	106,258 +12,600	+13%	+$491K	0.49%	53
2020 Q2	$3.4M	Buy	93,658 +7,957	+9%	+$274K	0.45%	50
2020 Q1	$2.59M	Buy	85,701 +17,655	+26%	+$633K	0.41%	47
2019 Q4	$2.57M	Buy	68,046 +9,353	+16%	+$338K	0.32%	55
2019 Q3	$2.04M	Buy	58,693 +10,141	+21%	+$353K	0.28%	56
2019 Q2	$1.68M	Buy	48,552 +9,426	+24%	+$319K	0.23%	57
2019 Q1	$1.33M	Buy	39,126 +29,429	+303%	+$939K	0.19%	62
2018 Q4	$283K	Buy	9,697 +2,162	+29%	+$68.2K	0.05%	147
2018 Q3	$257K	Buy	7,535 +794	+12%	+$26.5K	0.04%	167
2018 Q2	$215K	Buy	+6,741	New	+$214K	0.04%	171

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

PAG

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

WAP

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

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

Doyle Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q3 2022, buying an estimated $18.8K and bringing the position to 180,494 shares worth $7.58M. The position accounts for 0.65% of the portfolio, ranked #54.

Doyle Wealth Management first reported a position in SPYM in Q2 2018 and has held it in 18 quarters since. The position peaked at $8.07M in Q1 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Doyle Wealth Management held 180,494 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.58M as of Q3 2022.
Doyle Wealth Management bought 403 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $18.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.65% of Doyle Wealth Management's portfolio in Q3 2022, its #54 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 18 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.07M in Q1 2022.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

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