Ownership history in McAdam, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in SPDR SER TR (SPYV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 325,735 | -3,782 | -1.1% | 0.85% | $18.5M | $56.81 |
| 2025 Q3 | REDUCED | 329,517 | -1,393 | -0.4% | 0.90% | $18.2M | $55.03 |
| 2025 Q2 | ADDED | 330,910 | +62,037 | +23.1% | 0.95% | $17.3M | $51.81 |
| 2025 Q1 | REDUCED | 268,873 | -61,586 | -18.6% | 0.85% | $13.7M | $50.30 |
| 2024 Q4 | ADDED | 330,459 | +13,587 | +4.3% | 0.92% | $16.9M | $50.19 |
| 2024 Q3 | ADDED | 316,872 | +8,321 | +2.7% | 0.94% | $16.7M | $51.53 |
| 2024 Q2 | REDUCED | 308,551 | -2,754 | -0.9% | 0.90% | $15.0M | $47.27 |
| 2024 Q1 | REDUCED | 311,305 | -3,854 | -1.2% | 1.00% | $15.6M | $48.30 |
| 2023 Q4 | ADDED | 315,159 | +10,364 | +3.4% | 1.06% | $14.7M | $44.72 |
| 2023 Q3 | REDUCED | 304,795 | -1,985 | -0.6% | 1.03% | $12.6M | $39.37 |
As of 2025 Q4 — sorted by position size