Vickerman & Driscoll Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$408K	Sell	1,553 -602	-28%	-$204K	0.25%	54
2019 Q4	$809K	Sell	2,155 -155	-7%	-$56K	0.41%	47
2019 Q3	$814K	Sell	2,310 -44	-2%	-$15.4K	0.45%	51
2019 Q2	$835K	Buy	2,354 +15	+0.6%	+$5.24K	0.46%	51
2019 Q1	$808K	Sell	2,339 -22	-0.9%	-$7.4K	0.46%	50
2018 Q4	$714K	Sell	2,361 -17	-0.7%	-$5.66K	0.56%	46
2018 Q3	$874K	Sell	2,378 -148	-6%	-$54.2K	0.61%	46
2018 Q2	$897K	Sell	2,526 -288	-10%	-$101K	0.65%	43
2018 Q1	$962K	Sell	2,814 -431	-13%	-$150K	0.71%	45
2017 Q4	$1.12M	Buy	+3,245	New	+$1.09M	0.88%	43

Other funds holding MDY

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's MDY Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 28% in Q1 2020, selling an estimated $204K and leaving 1,553 shares worth $408K. The position accounts for 0.25% of the portfolio, ranked #54.

Vickerman & Driscoll Financial Advisors first reported a position in MDY in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2017. 821 funds tracked by Wall St. Rank hold MDY as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 1,553 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $408K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 602 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2020, an estimated $204K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #54 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.12M in Q4 2017.
821 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.