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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.72M	Sell	48,761 -12,742	-21%	-$614K	1.06%	38
2019 Q4	$3.37M	Buy	61,503 +10,801	+21%	+$570K	1.7%	20
2019 Q3	$2.6M	Buy	50,702 +911	+2%	+$46K	1.43%	20
2019 Q2	$2.56M	Buy	49,791 +2,952	+6%	+$150K	1.42%	20
2019 Q1	$2.36M	Buy	46,839 +3,251	+7%	+$161K	1.33%	21
2018 Q4	$1.93M	Buy	43,588 +1,403	+3%	+$68.9K	1.5%	17
2018 Q3	$2.27M	Buy	42,185 +180	+0.4%	+$9.65K	1.58%	16
2018 Q2	$2.19M	Buy	42,005 +9,205	+28%	+$473K	1.6%	17
2018 Q1	$1.63M	Buy	32,800 +10,670	+48%	+$544K	1.2%	22
2017 Q4	$1.14M	Buy	+22,130	New	+$1.12M	0.89%	40

Other funds holding MDYV

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

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CIM

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 21% in Q1 2020, selling an estimated $614K and leaving 48,761 shares worth $1.72M. The position accounts for 1.06% of the portfolio, ranked #38.

Vickerman & Driscoll Financial Advisors first reported a position in MDYV in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.37M in Q4 2019. 168 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 48,761 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.72M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 12,742 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $614K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.06% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #38 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value 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 Value ETF position peaked at $3.37M in Q4 2019.
168 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2020.

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