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Vermillion & White Wealth Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,264
Closed -$102K – 555
2024
Q4 		$102K Hold
2,264
– – 0.07% 86
2024
Q3 		$103K Hold
2,264
– – 0.08% 84
2024
Q2 		$94K Hold
2,264
– – 0.07% 89
2024
Q1 		$97.4K Buy
+2,264
New +$93.6K 0.08% 83

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 2,264 shares — an estimated $102K sold.

Vermillion & White Wealth Management Group first reported a position in SPSM in Q1 2024 and held it in 4 quarters. The position peaked at $103K in Q3 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 2,264 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $102K.
  • Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $103K in Q3 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

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