Tidemark’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tidemark’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$902K	Sell	13,350 -1,163	-8%	-$74.8K	0.2%	63
2026 Q1	$859K	Sell	14,513 -357	-2%	-$21.7K	0.22%	59
2025 Q4	$861K	Sell	14,870 -743	-5%	-$42.7K	0.24%	58
2025 Q3	$893K	Sell	15,613 -646	-4%	-$36.4K	0.26%	56
2025 Q2	$884K	Sell	16,259 -3,370	-17%	-$174K	0.29%	47
2025 Q1	$1M	Buy	19,629 +1,758	+10%	+$95.8K	0.37%	42
2024 Q4	$977K	Sell	17,871 -405	-2%	-$22.8K	0.37%	41
2024 Q3	$999K	Buy	18,276 +1,383	+8%	+$73.1K	0.41%	38
2024 Q2	$867K	Buy	16,893 +2,838	+20%	+$146K	0.4%	41
2024 Q1	$750K	Sell	14,055 -1,272	-8%	-$63.3K	0.42%	48
2023 Q4	$747K	Buy	+15,327	New	+$683K	0.47%	42

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Tidemark's SPMD Position: Q2 2026 in Review

Tidemark reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8% in Q2 2026, selling an estimated $74.8K and leaving 13,350 shares worth $902K. The position accounts for 0.2% of the portfolio, ranked #63.

Tidemark first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q1 2025. 841 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tidemark held 13,350 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $902K as of Q2 2026.
Tidemark sold 1,163 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $74.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Tidemark's portfolio in Q2 2026, its #63 holding.
Tidemark first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1M in Q1 2025.
841 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.