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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$2.86M	Buy	94,602 +641	+0.7%	+$23K	1.76%	18
2019 Q4	$3.55M	Buy	93,961 +34,790	+59%	+$1.26M	1.8%	19
2019 Q3	$2.06M	Buy	59,171 +2,610	+5%	+$90.7K	1.13%	26
2019 Q2	$1.95M	Buy	56,561 +1,218	+2%	+$41.3K	1.08%	27
2019 Q1	$1.84M	Buy	55,343 +5,019	+10%	+$160K	1.04%	30
2018 Q4	$1.47M	Buy	50,324 +1,451	+3%	+$45.8K	1.14%	30
2018 Q3	$1.67M	Buy	48,873 +4,393	+10%	+$147K	1.16%	26
2018 Q2	$1.42M	Sell	44,480 -883	-2%	-$28K	1.03%	32
2018 Q1	$1.4M	Buy	+45,363	New	+$1.45M	1.04%	30

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.68% in Q1 2020, buying an estimated $23K and bringing the position to 94,602 shares worth $2.86M. The position accounts for 1.76% of the portfolio, ranked #18.

Vickerman & Driscoll Financial Advisors first reported a position in SPYM in Q1 2018 and has held it in 9 quarters since. The position peaked at $3.55M in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 94,602 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.86M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 641 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $23K.
State Street SPDR Portfolio S&P 500 ETF made up 1.76% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #18 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 9 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.55M in Q4 2019.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2020.

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