MDYV — SPDR SERIES TRUST

Ownership history in McAdam, LLC · 37 quarters on record

This page tracks every 13F SEC filing in which McAdam, LLC reported a position in SPDR SERIES TRUST (MDYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.73% (2019 Q4)

Avg. % of fund

2.33%

First filed

2016 Q4

Last filed

2025 Q4

Quarters held

37

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	148,150	-2,594	-1.7%	0.57%	$12.5M	$84.65
2025 Q3	REDUCED	150,744	-2,857	-1.9%	0.62%	$12.6M	$83.03
2025 Q2	REDUCED	153,601	-1,943	-1.2%	0.67%	$12.2M	$78.70
2025 Q1	REDUCED	155,544	-10,344	-6.2%	0.74%	$12.0M	$75.93

% of Fund (quarterly) MDYV price (monthly, adj. close)

Other funds also holding MDYV

As of 2025 Q4 — sorted by position size

Marathon Mission, Inc. 6.06% BALANCED WEALTH GROUP LLC 4.8% Lutz Financial Services LLC 3Y 7Y 4.51% First Pacific Financial 3Y 4.09% Convergence Financial, LLC 3.78% FAS Wealth Partners, Inc. 3Y 7Y 3.34% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 3.09% ERn Financial, LLC 3Y 7Y 2.8% Private Wealth Management Group, LLC 2.78% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 2.49%

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