Vermillion Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vermillion Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Buy	301 +1	+0.3%	+$53	﹤0.01%	958
2026 Q1	$14.5K	Buy	300 +1	+0.3%	+$50	0.01%	342
2025 Q4	$14K	Buy	299 +2	+0.7%	+$93	0.01%	327
2025 Q3	$13.8K	Sell	297 -48	-14%	-$2.15K	﹤0.01%	980
2025 Q2	$14.7K	Buy	345 +1	+0.3%	+$40	0.01%	296
2025 Q1	$14K	Buy	344 +2	+0.6%	+$88	﹤0.01%	797
2024 Q4	$15.4K	Buy	+342	New	+$15.9K	0.01%	281

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vermillion Wealth Management's SPSM Position: Q2 2026 in Review

Vermillion Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.33% in Q2 2026, buying an estimated $53 and bringing the position to 301 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Vermillion Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Vermillion Wealth Management held 301 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.4K as of Q2 2026.
Vermillion Wealth Management bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q2 2026, an estimated $53.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #958 holding.
Vermillion Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.