Tidemark’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tidemark’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Hold	9,522	–	–	0.1%	92
2026 Q1	$433K	Buy	+9,522	New	+$438K	0.11%	84
2025 Q4	–	Sell	-9,522	Closed	-$419K	–	710
2025 Q3	$419K	Hold	9,522	–	–	0.12%	82
2025 Q2	$404K	Sell	9,522 -1,671	-15%	-$70.2K	0.13%	81
2025 Q1	$495K	Sell	11,193 -959	-8%	-$42.2K	0.18%	66
2024 Q4	$525K	Sell	12,152 -1,597	-12%	-$72.4K	0.2%	65
2024 Q3	$628K	Sell	13,749 -153	-1%	-$6.64K	0.26%	56
2024 Q2	$559K	Sell	13,902 -872	-6%	-$35K	0.26%	58
2024 Q1	$601K	Buy	14,774 +73	+0.5%	+$2.85K	0.34%	61
2023 Q4	$576K	Buy	+14,701	New	+$528K	0.36%	54

Other funds holding SPYD

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tidemark's SPYD Position: Q2 2026 in Review

Tidemark held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 9,522 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #92.

Tidemark first reported a position in SPYD in Q4 2023 and has held it in 10 quarters since. The position peaked at $628K in Q3 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Tidemark held 9,522 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $454K as of Q2 2026.
Tidemark left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.1% of Tidemark's portfolio in Q2 2026, its #92 holding.
Tidemark first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $628K in Q3 2024.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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