McAdam LLC
SPY icon

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

McAdam LLC’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$31 – 273
2023
Q1 		$31 Buy
+100
New +$39.9K ﹤0.01% 259

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

McAdam LLC's SPY Position: Q3 2026 in Review

McAdam LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q3 2026, selling an estimated $315K and leaving 5,995 shares worth $4.57M. The position accounts for 0.17% of the portfolio, ranked #64.

McAdam LLC first reported a position in SPY in Q4 2016 and has held it in 40 quarters since. The position peaked at $5.87M in Q4 2024. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • McAdam LLC held 5,995 shares of State Street SPDR S&P 500 ETF Trust worth $4.57M as of Q3 2026.
  • McAdam LLC sold 415 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $315K.
  • State Street SPDR S&P 500 ETF Trust made up 0.17% of McAdam LLC's portfolio in Q3 2026, its #64 holding.
  • McAdam LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 40 quarters since.
  • McAdam LLC's State Street SPDR S&P 500 ETF Trust position peaked at $5.87M in Q4 2024.
  • 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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