Vickerman & Driscoll Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.18M	Buy	4,564 +3,247	+247%	+$990K	0.72%	42
2019 Q4	$424K	Sell	1,317 -58	-4%	-$17.9K	0.21%	60
2019 Q3	$408K	Sell	1,375 -199	-13%	-$58.8K	0.22%	66
2019 Q2	$461K	Sell	1,574 -91	-5%	-$26.2K	0.26%	64
2019 Q1	$470K	Sell	1,665 -92	-5%	-$25K	0.27%	65
2018 Q4	$439K	Sell	1,757 -38	-2%	-$10.2K	0.34%	61
2018 Q3	$522K	Sell	1,795 -431	-19%	-$123K	0.36%	59
2018 Q2	$604K	Sell	2,226 -37	-2%	-$9.99K	0.44%	51
2018 Q1	$596K	Sell	2,263 -263	-10%	-$71.8K	0.44%	63
2017 Q4	$674K	Buy	+2,526	New	+$657K	0.53%	63

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 247% in Q1 2020, buying an estimated $990K and bringing the position to 4,564 shares worth $1.18M. The position accounts for 0.72% of the portfolio, ranked #42.

Vickerman & Driscoll Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 10 quarters since. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 4,564 shares of State Street SPDR S&P 500 ETF Trust worth $1.18M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 3,247 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $990K.
State Street SPDR S&P 500 ETF Trust made up 0.72% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #42 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 10 quarters since.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

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