McAdam LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-100
Closed -$24 272
2023
Q1
$24 Buy
+100
New +$39.9K ﹤0.01% 260

Other funds holding SPY

McAdam LLC's SPY Position: Q2 2026 in Review

McAdam LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2026, selling an estimated $406K and leaving 6,410 shares worth $4.79M. The position accounts for 0.18% of the portfolio, ranked #61.

McAdam LLC first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.87M in Q4 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • McAdam LLC held 6,410 shares of State Street SPDR S&P 500 ETF Trust worth $4.79M as of Q2 2026.
  • McAdam LLC sold 560 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $406K.
  • State Street SPDR S&P 500 ETF Trust made up 0.18% of McAdam LLC's portfolio in Q2 2026, its #61 holding.
  • McAdam LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • McAdam LLC's State Street SPDR S&P 500 ETF Trust position peaked at $5.87M in Q4 2024.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.