McAdam LLC’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

McAdam LLC’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-11,307	Closed	-$321K	–	570
2026 Q2	$321K	Sell	11,307 -3,511	-24%	-$100K	0.01%	367
2026 Q1	$425K	Buy	14,818 +2,929	+25%	+$84.4K	0.02%	268
2025 Q4	$343K	Buy	+11,889	New	+$344K	0.02%	304
2025 Q3	–	Sell	-7,091	Closed	-$204K	–	407
2025 Q2	$204K	Sell	7,091 -183	-3%	-$5.21K	0.01%	361
2025 Q1	$208K	Sell	7,274 -2,213	-23%	-$62.3K	0.01%	322
2024 Q4	$264K	Sell	9,487 -1,103	-10%	-$31.2K	0.01%	302
2024 Q3	$308K	Sell	10,590 -1,186	-10%	-$34K	0.02%	252
2024 Q2	$330K	Buy	11,776 +1,051	+10%	+$29.2K	0.02%	225
2024 Q1	$302K	Sell	10,725 -432	-4%	-$12.2K	0.02%	227
2023 Q4	$319K	Buy	+11,157	New	+$310K	0.02%	207

Other funds holding SPTI

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

McAdam LLC's SPTI Position: Q3 2026 in Review

McAdam LLC sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2026, closing a stake of 11,307 shares — an estimated $321K sold.

McAdam LLC first reported a position in SPTI in Q4 2023 and held it in 10 quarters. The position peaked at $425K in Q1 2026. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

McAdam LLC reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
McAdam LLC sold 11,307 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $321K.
McAdam LLC first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 10 quarters.
McAdam LLC's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $425K in Q1 2026.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

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