ML
SPYG icon

McAdam LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

McAdam LLC’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Sell
19,907
-620
-3% -$70.9K 0.09% 95
2026
Q1 		$2.01M Buy
20,527
+2,246
+12% +$234K 0.09% 107
2025
Q4 		$1.95M Buy
18,281
+647
+4% +$68.6K 0.09% 105
2025
Q3 		$1.84M Sell
17,634
-558
-3% -$55.6K 0.09% 106
2025
Q2 		$1.73M Buy
18,192
+165
+0.9% +$14.1K 0.09% 106
2025
Q1 		$1.45M Sell
18,027
-3,790
-17% -$331K 0.09% 106
2024
Q4 		$1.92M Buy
21,817
+415
+2% +$35.9K 0.1% 97
2024
Q3 		$1.78M Buy
21,402
+2,521
+13% +$202K 0.1% 100
2024
Q2 		$1.51M Buy
18,881
+1,631
+9% +$122K 0.09% 97
2024
Q1 		$1.26M Buy
17,250
+1,525
+10% +$106K 0.08% 102
2023
Q4 		$1.02M Sell
15,725
-1,344
-8% -$82.9K 0.07% 110
2023
Q3 		$1.01M Buy
17,069
+1,717
+11% +$105K 0.08% 108
2023
Q2 		$937K Buy
15,352
+420
+3% +$24.1K 0.08% 114
2023
Q1 		$827K Buy
14,932
+11,153
+295% +$591K 0.07% 122
2022
Q4 		$274K Sell
3,779
-3,897
-51% -$203K 0.03% 151
2022
Q3 		$385K Buy
7,676
+1,367
+22% +$76.9K 0.04% 144
2022
Q2 		$330K Buy
6,309
+2,116
+50% +$121K 0.03% 161
2022
Q1 		$278K Buy
4,193
+414
+11% +$26.9K 0.03% 170
2021
Q4 		$274K Buy
+3,779
New +$264K 0.03% 151
2018
Q4 		– Sell
-54
Closed -$2K – 531
2018
Q3 		$2K Buy
+54
New +$2K ﹤0.01% 536

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McAdam LLC's SPYG Position: Q2 2026 in Review

McAdam LLC reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q2 2026, selling an estimated $70.9K and leaving 19,907 shares worth $2.37M. The position accounts for 0.09% of the portfolio, ranked #95.

McAdam LLC first reported a position in SPYG in Q3 2018 and has held it in 20 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • McAdam LLC held 19,907 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.37M as of Q2 2026.
  • McAdam LLC sold 620 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $70.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of McAdam LLC's portfolio in Q2 2026, its #95 holding.
  • McAdam LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 20 quarters since.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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