Vermillion & White Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-80	Closed	-$54.6K	–	455
2025 Q4	$54.6K	Buy	80 +2	+3%	+$1.35K	0.03%	148
2025 Q3	$52K	Hold	78	–	–	0.03%	146
2025 Q2	$48.2K	Hold	78	–	–	0.03%	140
2025 Q1	$43.6K	Hold	78	–	–	0.03%	138
2024 Q4	$45.7K	Sell	78 -5	-6%	-$2.95K	0.03%	141
2024 Q3	$47.6K	Hold	83	–	–	0.04%	129
2024 Q2	$45.2K	Hold	83	–	–	0.03%	134
2024 Q1	$43.4K	Hold	83	–	–	0.03%	130
2023 Q4	$39.5K	Buy	+83	New	+$37K	0.04%	107

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 80 shares — an estimated $54.6K sold.

Vermillion & White Wealth Management Group first reported a position in SPY in Q4 2023 and held it in 9 quarters. The position peaked at $54.6K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 80 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $54.6K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $54.6K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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