McAdam LLC
SPMD icon

McAdam LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

McAdam LLC’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,234
Closed -$286K – 569
2026
Q2 		$286K Buy
+4,234
New +$272K 0.01% 388
2024
Q3 		– Sell
-6,294
Closed -$323K – 351
2024
Q2 		$323K Buy
+6,294
New +$325K 0.02% 227

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1900 Wealth Management
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RKL Wealth Management
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AlphaStar Capital Management
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Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Atlas Private Wealth Advisors
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Wealth Enhancement Advisory Services
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McAdam LLC's SPMD Position: Q3 2026 in Review

McAdam LLC sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026, closing a stake of 4,234 shares — an estimated $286K sold.

McAdam LLC first reported a position in SPMD in Q2 2024 and held it in 2 quarters. The position peaked at $323K in Q2 2024. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • McAdam LLC reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
  • McAdam LLC sold 4,234 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $286K.
  • McAdam LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 2 quarters.
  • McAdam LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $323K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.