VWWMG
SPYG icon

Vermillion & White Wealth Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,330
Closed -$142K – 457
2025
Q4 		$142K Sell
1,330
-1
-0.1% -$106 0.08% 77
2025
Q3 		$139K Hold
1,331
– – 0.08% 79
2025
Q2 		$127K Sell
1,331
-1
-0.1% -$86 0.08% 75
2025
Q1 		$107K Sell
1,332
-6
-0.4% -$524 0.08% 76
2024
Q4 		$118K Hold
1,338
– – 0.09% 82
2024
Q3 		$111K Sell
1,338
-1
-0.1% -$80 0.08% 80
2024
Q2 		$107K Hold
1,339
– – 0.08% 84
2024
Q1 		$97.9K Hold
1,339
– – 0.08% 82
2023
Q4 		$87.1K Buy
+1,339
New +$82.6K 0.08% 66

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 1,330 shares — an estimated $142K sold.

Vermillion & White Wealth Management Group first reported a position in SPYG in Q4 2023 and held it in 9 quarters. The position peaked at $142K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,330 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $142K.
  • Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $142K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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