Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in SPDR SER TR (SDY). 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 | 1,652 | -1,004 | -37.8% | 2.79% | $230K | $139.16 |
| 2025 Q3 | UNCHANGED | 2,656 | — | 0% | 0.08% | $372K | $139.04 |
| 2025 Q2 | REDUCED | 2,656 | -17 | -0.6% | 0.09% | $361K | $133.90 |
| 2025 Q1 | ADDED | 2,673 | +147 | +5.8% | 0.16% | $363K | $132.93 |
As of 2025 Q4 — sorted by position size