Vermillion & White Wealth Management Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$425K	Sell	9,314 -74	-0.8%	-$3.47K	0.24%	43
2025 Q4	$417K	Sell	9,388 -1	-0%	-$44	0.23%	41
2025 Q3	$402K	Buy	9,389 +468	+5%	+$19.4K	0.23%	39
2025 Q2	$361K	Buy	8,921 +1,775	+25%	+$68K	0.23%	42
2025 Q1	$260K	Sell	7,146 -135,050	-95%	-$4.88M	0.19%	49
2024 Q4	$4.85M	Buy	142,196 +51,105	+56%	+$1.83M	3.58%	6
2024 Q3	$3.42M	Buy	91,091 +31,307	+52%	+$1.13M	2.53%	11
2024 Q2	$2.1M	Sell	59,784 -15,666	-21%	-$557K	1.58%	15
2024 Q1	$2.7M	Sell	75,450 -29,907	-28%	-$1.03M	2.16%	11
2023 Q4	$3.58M	Buy	+105,357	New	+$3.34M	3.47%	9

Other funds holding SPDW

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vermillion & White Wealth Management Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.79% in Q1 2026, selling an estimated $3.47K and leaving 9,314 shares worth $425K. The position accounts for 0.24% of the portfolio, ranked #43.

Vermillion & White Wealth Management Group first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.85M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Vermillion & White Wealth Management Group held 9,314 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $425K as of Q1 2026.
Vermillion & White Wealth Management Group sold 74 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $3.47K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #43 holding.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.85M in Q4 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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