SPYG 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 (SPYG). 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
5.93% (2024 Q2)
Avg. % of fund
4.44%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 165,761 -2,029 -1.2% 5.05% $17.3M $104.35
2025 Q2 REDUCED 167,790 -12,134 -6.7% 5.16% $16.0M $95.05
2025 Q1 ADDED 179,924 +10,328 +6.1% 5.31% $14.5M $80.02
2024 Q4 ADDED 169,596 +6,132 +3.8% 5.71% $14.9M $87.40
2024 Q3 ADDED 163,464 +2,537 +1.6% 5.56% $13.6M $82.31
2024 Q2 ADDED 160,927 +110,706 +220.4% 5.93% $12.9M $79.39
2024 Q1 ADDED 50,221 +31,043 +161.9% 2.05% $3.7M $72.36
2023 Q4 INITIATED 19,178 0.78% $1.2M
% of Fund (quarterly)    SPYG price (monthly, adj. close)
← Back to Tidemark, LLC Holdings