Vermillion & White Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Vermillion & White Wealth Management Group, LLC

$135 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$20.97 - $21.76 $147,335 - $152,885	7,026 Added 7.22%	104,294 $2.25 Billion
Q1 2024 May 14, 2024	BUY	$21.41 - $22.04 $2.08 Million - $2.14 Million	97,268 New	97,268 $2.11 Billion

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

242M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

176M
Shares

$3.82 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$262 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$114 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$110 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$60.1 Million
0.87% of portfolio

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