Vickerman & Driscoll Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.11M	Sell	24,154 -27,238	-53%	-$1.61M	0.68%	43
2019 Q4	$3.32M	Buy	51,392 +8,794	+21%	+$543K	1.68%	23
2019 Q3	$2.54M	Buy	42,598 +742	+2%	+$44.8K	1.39%	22
2019 Q2	$2.55M	Buy	41,856 +2,243	+6%	+$135K	1.41%	21
2019 Q1	$2.37M	Buy	39,613 +2,676	+7%	+$158K	1.33%	20
2018 Q4	$1.99M	Buy	36,937 +1,030	+3%	+$61.3K	1.55%	15
2018 Q3	$2.42M	Sell	35,907 -330	-0.9%	-$22.2K	1.69%	13
2018 Q2	$2.29M	Buy	36,237 +7,289	+25%	+$447K	1.67%	12
2018 Q1	$1.68M	Buy	28,948 +9,000	+45%	+$524K	1.24%	19
2017 Q4	$1.13M	Buy	+19,948	New	+$1.15M	0.89%	41

Other funds holding SLYG

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 53% in Q1 2020, selling an estimated $1.61M and leaving 24,154 shares worth $1.11M. The position accounts for 0.68% of the portfolio, ranked #43.

Vickerman & Driscoll Financial Advisors first reported a position in SLYG in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.32M in Q4 2019. 245 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 24,154 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.11M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 27,238 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $1.61M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.68% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #43 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.32M in Q4 2019.
245 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

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