Vermillion Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39K	Sell	818 -234	-22%	-$11K	0.01%	705
2026 Q1	$47.9K	Sell	1,052 -28	-3%	-$1.29K	0.02%	212
2025 Q4	$46.7K	Hold	1,080	–	–	0.02%	206
2025 Q3	$47.5K	Buy	1,080 +774	+253%	+$33.9K	0.01%	602
2025 Q2	$13K	Hold	306	–	–	0.01%	311
2025 Q1	$13.5K	Hold	306	–	–	﹤0.01%	806
2024 Q4	$13.2K	Buy	+306	New	+$13.9K	0.01%	299

Other funds holding SPYD

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Vermillion Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 22% in Q2 2026, selling an estimated $11K and leaving 818 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #705.

Vermillion Wealth Management first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.9K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Vermillion Wealth Management held 818 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $39K as of Q2 2026.
Vermillion Wealth Management sold 234 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $11K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #705 holding.
Vermillion Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $47.9K in Q1 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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