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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$814K	Sell	10,637 -102	-0.9%	-$8.16K	0.47%	23
2025 Q4	$861K	Hold	10,739	–	–	0.47%	22
2025 Q3	$841K	Sell	10,739 -681	-6%	-$51.4K	0.48%	21
2025 Q2	$830K	Buy	11,420 +5,231	+85%	+$352K	0.54%	20
2025 Q1	$407K	Sell	6,189 -74,060	-92%	-$5.12M	0.29%	38
2024 Q4	$5.53M	Buy	80,249 +79,956	+27,289%	+$5.54M	4.08%	5
2024 Q3	$19.8K	Buy	293 +111	+61%	+$7.22K	0.01%	183
2024 Q2	$11.6K	Buy	182 +1	+0.6%	+$62	0.01%	222
2024 Q1	$11.2K	Hold	181	–	–	0.01%	215
2023 Q4	$10.1K	Buy	+181	New	+$9.48K	0.01%	178

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Vermillion & White Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.95% in Q1 2026, selling an estimated $8.16K and leaving 10,637 shares worth $814K. The position accounts for 0.47% of the portfolio, ranked #23.

Vermillion & White Wealth Management Group first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.53M in Q4 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Vermillion & White Wealth Management Group held 10,637 shares of State Street SPDR Portfolio S&P 500 ETF worth $814K as of Q1 2026.
Vermillion & White Wealth Management Group sold 102 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.16K.
State Street SPDR Portfolio S&P 500 ETF made up 0.47% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #23 holding.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.53M in Q4 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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