SPLG SPDR PORTFOLIO

Ownership history in Tidemark, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in SPDR PORTFOLIO (SPLG). 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
11.91% (2023 Q4)
Avg. % of fund
7.27%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 175,130 -55,413 -24.0% 3.99% $14.0M $80.02
2025 Q3 ADDED 230,543 +25,392 +12.4% 5.26% $18.1M $77.92
2025 Q2 REDUCED 205,151 -87,937 -30.0% 4.81% $14.9M $72.08
2025 Q1 ADDED 293,088 +60,092 +25.8% 7.07% $19.3M $65.01
2024 Q4 ADDED 232,996 +8,168 +3.6% 6.15% $16.1M $67.93
2024 Q3 REDUCED 224,828 -52,795 -19.0% 6.23% $15.2M $66.30
2024 Q2 REDUCED 277,623 -68,030 -19.7% 8.17% $17.8M $62.65
2024 Q1 ADDED 345,653 +5,286 +1.6% 11.86% $21.3M $60.02
2023 Q4 INITIATED 340,367 11.91% $19.0M
% of Fund (quarterly)    SPLG price (monthly, adj. close)
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