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

Vermillion & White Wealth Management Group’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,195
Closed -$40.4K – 451
2025
Q4 		$40.4K Hold
1,195
– – 0.02% 172
2025
Q3 		$40.5K Buy
1,195
+1
+0.1% +$34 0.02% 173
2025
Q2 		$40.1K Hold
1,194
– – 0.03% 158
2025
Q1 		$39.7K Sell
1,194
-199,995
-99% -$6.59M 0.03% 145
2024
Q4 		$6.59M Buy
201,189
+7,766
+4% +$257K 4.86% 3
2024
Q3 		$6.52M Sell
193,423
-3,282
-2% -$109K 4.82% 4
2024
Q2 		$6.4M Buy
196,705
+6,598
+3% +$214K 4.82% 4
2024
Q1 		$6.21M Sell
190,107
-4,828
-2% -$157K 4.96% 3
2023
Q4 		$6.4M Buy
+194,935
New +$6.19M 6.21% 4

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 1,195 shares — an estimated $40.4K sold.

Vermillion & White Wealth Management Group first reported a position in SPIB in Q4 2023 and held it in 9 quarters. The position peaked at $6.59M in Q4 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,195 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $40.4K.
  • Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.59M in Q4 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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