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.
| 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 |
| 2024 Q4 | REDUCED | 165,888 | -12,522 | -7.0% | 0.73% | $13.3M | $78.78 |
| 2024 Q3 | REDUCED | 178,410 | -58,571 | -24.7% | 0.80% | $14.2M | $77.59 |
| 2024 Q2 | REDUCED | 236,981 | -3,786 | -1.6% | 1.04% | $17.3M | $70.90 |
| 2024 Q1 | REDUCED | 240,767 | -4,461 | -1.8% | 1.17% | $18.3M | $73.48 |
| 2023 Q4 | REDUCED | 245,228 | -3,407 | -1.4% | 1.30% | $18.0M | $70.67 |
| 2023 Q3 | REDUCED | 248,635 | -3,660 | -1.5% | 1.32% | $16.1M | $62.20 |
As of 2025 Q4 — sorted by position size