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 Q3	$18M	Buy	200,146 +3,450	+2%	+$308K	3.9%	9
2026 Q2	$17.3M	Buy	196,696 +20,966	+12%	+$1.79M	3.89%	7
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

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Tidemark's SPYM Position: Q3 2026 in Review

Tidemark increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q3 2026, buying an estimated $308K and bringing the position to 200,146 shares worth $18M. The position accounts for 3.9% of the portfolio, ranked #9.

Tidemark first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.3M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Tidemark held 200,146 shares of State Street SPDR Portfolio S&P 500 ETF worth $18M as of Q3 2026.
Tidemark bought 3,450 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $308K.
State Street SPDR Portfolio S&P 500 ETF made up 3.9% of Tidemark's portfolio in Q3 2026, its #9 holding.
Tidemark first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Tidemark's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.3M in Q1 2024.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.