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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Tidemark's SPYM Position: Q2 2026 in Review

Tidemark increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $1.79M and bringing the position to 196,696 shares worth $17.3M. The position accounts for 3.89% of the portfolio, ranked #7.

Tidemark first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.3M in Q1 2024. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tidemark held 196,696 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.3M as of Q2 2026.
Tidemark bought 20,966 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.79M.
State Street SPDR Portfolio S&P 500 ETF made up 3.89% of Tidemark's portfolio in Q2 2026, its #7 holding.
Tidemark first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.3M in Q1 2024.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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