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Vermillion & White Wealth Management Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,986
Closed -$85.7K – 380
2024
Q2 		$85.7K Hold
2,986
– – 0.06% 96
2024
Q1 		$86.9K Buy
2,986
+1,069
+56% +$31K 0.07% 87
2023
Q4 		$56.4K Buy
+1,917
New +$53.7K 0.05% 83

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Vermillion & White Wealth Management Group's SPBO Position: Q3 2024 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2024, closing a stake of 2,986 shares — an estimated $85.7K sold.

Vermillion & White Wealth Management Group first reported a position in SPBO in Q4 2023 and held it in 3 quarters. The position peaked at $86.9K in Q1 2024. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

  • Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 2,986 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $85.7K.
  • Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $86.9K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.