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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16M	Sell	464,743 -2,218	-0.5%	-$84.1K	1.38%	26
2022 Q2	$17.2M	Buy	466,961 +141	+0%	+$5.58K	1.39%	25
2022 Q1	$19.5M	Sell	466,820 -3,315	-0.7%	-$137K	1.4%	22
2021 Q4	$19.7M	Buy	470,135 +55,930	+14%	+$2.28M	1.42%	24
2021 Q3	$16.2M	Buy	414,205 +96,285	+30%	+$3.84M	1.28%	30
2021 Q2	$12.6M	Buy	317,920 +76,846	+32%	+$3.04M	1.04%	39
2021 Q1	$9.14M	Buy	241,074 +53,004	+28%	+$1.92M	0.87%	45
2020 Q4	$6.47M	Buy	188,070 +52,488	+39%	+$1.71M	0.66%	52
2020 Q3	$4.09M	Buy	135,582 +45,612	+51%	+$1.39M	0.48%	54
2020 Q2	$2.61M	Buy	89,970 +42,444	+89%	+$1.21M	0.34%	57
2020 Q1	$1.23M	Buy	47,526 +10,061	+27%	+$321K	0.2%	60
2019 Q4	$1.31M	Buy	37,465 +9,613	+35%	+$321K	0.16%	72
2019 Q3	$890K	Buy	27,852 +7,005	+34%	+$221K	0.12%	86
2019 Q2	$652K	Buy	20,847 +2,332	+13%	+$71.8K	0.09%	95
2019 Q1	$571K	Buy	18,515 +6,386	+53%	+$188K	0.08%	103
2018 Q4	$329K	Buy	+12,129	New	+$357K	0.06%	134

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Doyle Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.47% in Q3 2022, selling an estimated $84.1K and leaving 464,743 shares worth $16M. The position accounts for 1.38% of the portfolio, ranked #26.

Doyle Wealth Management first reported a position in SPYV in Q4 2018 and has held it in 16 quarters since. The position peaked at $19.7M in Q4 2021. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

Doyle Wealth Management held 464,743 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $16M as of Q3 2022.
Doyle Wealth Management sold 2,218 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $84.1K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.38% of Doyle Wealth Management's portfolio in Q3 2022, its #26 holding.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $19.7M in Q4 2021.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

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