Vickerman & Driscoll Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$352K	Buy	14,714 +107	+0.7%	+$3.06K	0.22%	57
2019 Q4	$458K	Sell	14,607 -69,271	-83%	-$2.11M	0.23%	58
2019 Q3	$2.46M	Buy	83,878 +1,313	+2%	+$38.1K	1.35%	23
2019 Q2	$2.44M	Buy	82,565 +5,701	+7%	+$168K	1.35%	23
2019 Q1	$2.25M	Buy	76,864 +43,898	+133%	+$1.25M	1.27%	24
2018 Q4	$872K	Buy	32,966 +4,449	+16%	+$125K	0.68%	44
2018 Q3	$877K	Buy	28,517 +1,923	+7%	+$58.7K	0.61%	45
2018 Q2	$808K	Buy	26,594 +8,192	+45%	+$259K	0.59%	44
2018 Q1	$578K	Buy	+18,402	New	+$591K	0.43%	65

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.73% in Q1 2020, buying an estimated $3.06K and bringing the position to 14,714 shares worth $352K. The position accounts for 0.22% of the portfolio, ranked #57.

Vickerman & Driscoll Financial Advisors first reported a position in SPDW in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2019. 395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 14,714 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $352K as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 107 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2020, an estimated $3.06K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.22% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #57 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 9 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.46M in Q3 2019.
395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

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