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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.06M	Sell	25,895 -24,737	-49%	-$1.4M	0.65%	44
2019 Q4	$3.33M	Buy	50,632 +8,103	+19%	+$513K	1.68%	22
2019 Q3	$2.6M	Buy	42,529 +740	+2%	+$44.4K	1.43%	19
2019 Q2	$2.54M	Buy	41,789 +4,216	+11%	+$256K	1.41%	22
2019 Q1	$2.27M	Buy	37,573 +2,956	+9%	+$178K	1.28%	22
2018 Q4	$1.86M	Buy	34,617 +1,074	+3%	+$65.2K	1.45%	18
2018 Q3	$2.29M	Buy	33,543 +121	+0.4%	+$8.36K	1.6%	15
2018 Q2	$2.23M	Buy	33,422 +7,124	+27%	+$466K	1.63%	13
2018 Q1	$1.62M	Buy	26,298 +8,390	+47%	+$528K	1.2%	23
2017 Q4	$1.13M	Buy	+17,908	New	+$1.14M	0.88%	42

Other funds holding SLYV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 49% in Q1 2020, selling an estimated $1.4M and leaving 25,895 shares worth $1.06M. The position accounts for 0.65% of the portfolio, ranked #44.

Vickerman & Driscoll Financial Advisors first reported a position in SLYV in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.33M in Q4 2019. 288 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 25,895 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.06M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 24,737 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $1.4M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.65% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #44 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value 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 Value ETF position peaked at $3.33M in Q4 2019.
288 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

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