Vermillion & White Wealth Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-587	Closed	-$81.7K	–	426
2025 Q4	$81.7K	Hold	587	–	–	0.04%	114
2025 Q3	$82.2K	Hold	587	–	–	0.05%	111
2025 Q2	$79.7K	Hold	587	–	–	0.05%	103
2025 Q1	$79.6K	Sell	587 -464	-44%	-$62.4K	0.06%	94
2024 Q4	$139K	Hold	1,051	–	–	0.1%	74
2024 Q3	$149K	Hold	1,051	–	–	0.11%	71
2024 Q2	$134K	Hold	1,051	–	–	0.1%	73
2024 Q1	$138K	Sell	1,051 -323	-24%	-$40.5K	0.11%	69
2023 Q4	$172K	Buy	+1,374	New	+$161K	0.17%	48

Other funds holding SDY

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vermillion & White Wealth Management Group's SDY Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 587 shares — an estimated $81.7K sold.

Vermillion & White Wealth Management Group first reported a position in SDY in Q4 2023 and held it in 9 quarters. The position peaked at $172K in Q4 2023. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 587 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $81.7K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $172K in Q4 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.