Tidal Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tidal Investments’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	$299M	Buy	+3,900,617	New	+$312M	0.63%	23
2024 Q3	–	Sell	-81,695	Closed	-$5.23M	–	1961
2024 Q2	$5.23M	Sell	81,695 -6,986	-8%	-$430K	0.07%	254
2024 Q1	$5.46M	Buy	+88,681	New	+$5.19M	0.09%	207
2023 Q3	–	Sell	-244,492	Closed	-$12.7M	–	1373
2023 Q2	$12.7M	Buy	+244,492	New	+$12.1M	0.37%	44
2022 Q1	–	Sell	-304,570	Closed	-$17M	–	1141
2021 Q4	$17M	Buy	+304,570	New	+$16.4M	0.52%	32

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

Tidal Investments's SPYM Position: Q1 2026 in Review

Tidal Investments opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 3,900,617 shares worth $299M. The stake represents 0.63% of the portfolio and ranks #23 among its holdings. This is a return to the name: Tidal Investments previously reported a position in SPYM as recently as Q2 2024.

Tidal Investments first reported a position in SPYM in Q4 2021 and has held it in 5 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Tidal Investments held 3,900,617 shares of State Street SPDR Portfolio S&P 500 ETF worth $299M as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Tidal Investments position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.63% of Tidal Investments's portfolio in Q1 2026, its #23 holding.
Tidal Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.