Ownership history in McCarthy & Cox · 8 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in SPDR S&P 500 ETF TR (SPY). 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 | 458 | -3,489 | -88.4% | 3.79% | $312K | $681.92 |
| 2025 Q3 | ADDED | 3,947 | +365 | +10.2% | 0.60% | $2.6M | $664.22 |
| 2025 Q2 | REDUCED | 3,582 | -22 | -0.6% | 0.58% | $2.2M | $614.33 |
| 2025 Q1 | ADDED | 3,604 | +111 | +3.2% | 0.88% | $2.0M | $554.56 |
As of 2025 Q4 — sorted by position size