Vickerman & Driscoll Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.88M	Sell	43,934 -15,040	-26%	-$793K	1.15%	30
2019 Q4	$3.37M	Buy	58,974 +10,780	+22%	+$593K	1.7%	21
2019 Q3	$2.59M	Buy	48,194 +755	+2%	+$40.7K	1.42%	21
2019 Q2	$2.58M	Buy	47,439 +1,744	+4%	+$92.8K	1.43%	19
2019 Q1	$2.4M	Buy	45,695 +3,192	+8%	+$162K	1.35%	19
2018 Q4	$1.95M	Buy	42,503 +1,332	+3%	+$67K	1.51%	16
2018 Q3	$2.3M	Buy	41,171 +168	+0.4%	+$9.37K	1.61%	14
2018 Q2	$2.21M	Buy	41,003 +8,192	+25%	+$440K	1.62%	14
2018 Q1	$1.72M	Buy	32,811 +9,993	+44%	+$531K	1.27%	18
2017 Q4	$1.18M	Buy	+22,818	New	+$1.17M	0.93%	37

Other funds holding MDYG

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 26% in Q1 2020, selling an estimated $793K and leaving 43,934 shares worth $1.88M. The position accounts for 1.15% of the portfolio, ranked #30.

Vickerman & Driscoll Financial Advisors first reported a position in MDYG in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.37M in Q4 2019. 223 funds tracked by Wall St. Rank hold MDYG as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 43,934 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.88M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 15,040 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2020, an estimated $793K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.15% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #30 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.37M in Q4 2019.
223 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2020.

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