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

Tidemark’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	$13.5M	Buy	175,730 +600	+0.3%	+$48K	3.42%	8
2025 Q4	$14M	Sell	175,130 -55,413	-24%	-$4.41M	3.99%	7
2025 Q3	$18.1M	Buy	230,543 +25,392	+12%	+$1.92M	5.26%	2
2025 Q2	$14.9M	Sell	205,151 -87,937	-30%	-$5.91M	4.81%	5
2025 Q1	$19.3M	Buy	293,088 +60,092	+26%	+$4.16M	7.07%	2
2024 Q4	$16.1M	Buy	232,996 +8,168	+4%	+$566K	6.15%	2
2024 Q3	$15.2M	Sell	224,828 -52,795	-19%	-$3.43M	6.23%	2
2024 Q2	$17.8M	Sell	277,623 -68,030	-20%	-$4.19M	8.17%	2
2024 Q1	$21.3M	Buy	345,653 +5,286	+2%	+$310K	11.86%	1
2023 Q4	$19M	Buy	+340,367	New	+$17.8M	11.91%	1

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 $424B AUM 22.94% 1-Year Est. Return

Tidemark's SPYM Position: Q1 2026 in Review

Tidemark increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.34% in Q1 2026, buying an estimated $48K and bringing the position to 175,730 shares worth $13.5M. The position accounts for 3.42% of the portfolio, ranked #8.

Tidemark first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.3M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Tidemark held 175,730 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.5M as of Q1 2026.
Tidemark bought 600 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $48K.
State Street SPDR Portfolio S&P 500 ETF made up 3.42% of Tidemark's portfolio in Q1 2026, its #8 holding.
Tidemark first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.3M in Q1 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.