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

McAdam LLC’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Sell	3,244 -2,339	-42%	-$209K	0.01%	404
2026 Q2	$491K	Buy	5,583 +1,578	+39%	+$135K	0.02%	278
2026 Q1	$307K	Buy	4,005 +512	+15%	+$41K	0.01%	338
2025 Q4	$280K	Buy	+3,493	New	+$278K	0.01%	334

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

McAdam LLC's SPYM Position: Q3 2026 in Review

McAdam LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 42% in Q3 2026, selling an estimated $209K and leaving 3,244 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #404.

McAdam LLC first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $491K in Q2 2026. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

McAdam LLC held 3,244 shares of State Street SPDR Portfolio S&P 500 ETF worth $291K as of Q3 2026.
McAdam LLC sold 2,339 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $209K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #404 holding.
McAdam LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
McAdam LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $491K in Q2 2026.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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