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Vickerman & Driscoll Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$5.67M Sell
187,751
-4,083
-2% -$121K 3.48% 6
2019
Q4 		$5.64M Buy
191,834
+86,099
+81% +$2.54M 2.85% 11
2019
Q3 		$3.13M Buy
105,735
+14,399
+16% +$424K 1.72% 17
2019
Q2 		$2.66M Buy
91,336
+3,043
+3% +$87.1K 1.48% 18
2019
Q1 		$2.52M Buy
+88,293
New +$2.48M 1.42% 18

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.1% in Q1 2020, selling an estimated $121K and leaving 187,751 shares worth $5.67M. The position accounts for 3.48% of the portfolio, ranked #6.

Vickerman & Driscoll Financial Advisors first reported a position in SPAB in Q1 2019 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • Vickerman & Driscoll Financial Advisors held 187,751 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.67M as of Q1 2020.
  • Vickerman & Driscoll Financial Advisors sold 4,083 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $121K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 3.48% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #6 holding.
  • Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

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