SPBO — SPDR CORP

Ownership history in Tidemark, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in SPDR CORP (SPBO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.37% (2024 Q1)
Avg. % of fund
1.23%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 132,230 +4,689 +3.7% 1.14% $3.9M $28.90
2025 Q2 ADDED 127,541 +4,273 +3.5% 1.20% $3.7M $28.13
2025 Q1 ADDED 123,268 +19,180 +18.4% 1.31% $3.6M $27.59
2024 Q4 ADDED 104,088 +1,993 +2.0% 1.14% $3.0M $26.98
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPBO price (monthly, adj. close)

Other funds also holding SPBO

As of 2025 Q4 — sorted by position size

Sterling Manor Financial, LLC 3Y 11.59% Tradewinds Capital Management, LLC 3Y 7Y 4.67% Summit Financial Wealth Advisors, LLC 3Y 7Y 4.32% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 3.47% Enstar Group LTD 3Y 3.14% Flaharty Asset Management, LLC 3Y 7Y 2.7% ST GERMAIN D J CO INC 3Y 7Y 2.43% Procyon Advisors, LLC 3Y 2.16% Melone Private Wealth, LLC 3Y 2.09% 5th Street Advisors, LLC 3Y 1.85%
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