Vermillion & White Wealth Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,331	Closed	-$182K	–	554
2024 Q4	$182K	Hold	3,331	–	–	0.13%	68
2024 Q3	$182K	Hold	3,331	–	–	0.13%	63
2024 Q2	$171K	Hold	3,331	–	–	0.13%	66
2024 Q1	$178K	Buy	+3,331	New	+$166K	0.14%	63

Other funds holding SPMD

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

Vermillion & White Wealth Management Group's SPMD Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 3,331 shares — an estimated $182K sold.

Vermillion & White Wealth Management Group first reported a position in SPMD in Q1 2024 and held it in 4 quarters. The position peaked at $182K in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,331 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $182K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 4 quarters.
Vermillion & White Wealth Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $182K in Q4 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.