SPYD SPDR PORTFOLIO

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 PORTFOLIO (SPYD). 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
0.36% (2023 Q4)
Avg. % of fund
0.23%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9,522 0% 0.12% $419K $43.45
2025 Q2 REDUCED 9,522 -1,671 -14.9% 0.13% $404K $41.44
2025 Q1 REDUCED 11,193 -959 -7.9% 0.18% $495K $42.71
2024 Q4 REDUCED 12,152 -1,597 -11.6% 0.20% $525K $41.33
2024 Q3 REDUCED 13,749 -153 -1.1% 0.26% $628K $43.08
2024 Q2 REDUCED 13,902 -872 -5.9% 0.26% $559K $37.58
2024 Q1 ADDED 14,774 +73 +0.5% 0.34% $601K $37.58
2023 Q4 INITIATED 14,701 0.36% $576K
% of Fund (quarterly)    SPYD price (monthly, adj. close)
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