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

Vickerman & Driscoll Financial Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,779
Closed -$173K – 100
2018
Q3 		$173K Buy
4,779
+584
+14% +$21.1K 0.12% 73
2018
Q2 		$146K Sell
4,195
-15
-0.4% -$516 0.11% 73
2018
Q1 		$140K Buy
+4,210
New +$142K 0.1% 74

Other funds holding SPMD

Creative Planning
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SPMD Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2018, closing a stake of 4,779 shares — an estimated $173K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SPMD in Q1 2018 and held it in 3 quarters. The position peaked at $173K in Q3 2018. 182 funds tracked by Wall St. Rank hold SPMD as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 4,779 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2018, an estimated $173K.
  • Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 3 quarters.
  • Vickerman & Driscoll Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $173K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.