Ownership history in McCarthy & Cox · 5 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in SPDR SER TR (KOMP). 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 Q3 | ADDED | 56,706 | +191 | +0.3% | 0.81% | $3.5M | $61.53 |
| 2025 Q2 | ADDED | 56,515 | +8,328 | +17.3% | 0.80% | $3.1M | $53.62 |
| 2025 Q1 | ADDED | 48,187 | +1,543 | +3.3% | 0.98% | $2.2M | $45.73 |
| 2024 Q4 | ADDED | 46,644 | +1,296 | +2.9% | 0.82% | $2.4M | $49.88 |
As of 2025 Q4 — sorted by position size