Vermillion & White Wealth Management Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,674	Closed	-$72.4K	–	456
2025 Q4	$72.4K	Hold	1,674	–	–	0.04%	121
2025 Q3	$73.7K	Hold	1,674	–	–	0.04%	119
2025 Q2	$71K	Hold	1,674	–	–	0.05%	112
2025 Q1	$74.1K	Sell	1,674 -1,497	-47%	-$65.8K	0.05%	98
2024 Q4	$137K	Hold	3,171	–	–	0.1%	75
2024 Q3	$145K	Hold	3,171	–	–	0.11%	72
2024 Q2	$128K	Hold	3,171	–	–	0.1%	74
2024 Q1	$129K	Sell	3,171 -1,050	-25%	-$41K	0.1%	71
2023 Q4	$165K	Buy	+4,221	New	+$152K	0.16%	50

Other funds holding SPYD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 1,674 shares — an estimated $72.4K sold.

Vermillion & White Wealth Management Group first reported a position in SPYD in Q4 2023 and held it in 9 quarters. The position peaked at $165K in Q4 2023. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,674 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $72.4K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $165K in Q4 2023.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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