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 S&P MIDCAP 400 ETF TR (MDY). 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 | REDUCED | 847 | -20 | -2.3% | 0.12% | $505K | $592.43 |
| 2025 Q2 | REDUCED | 867 | -30 | -3.3% | 0.13% | $491K | $561.55 |
| 2025 Q1 | ADDED | 897 | +76 | +9.3% | 0.21% | $479K | $527.12 |
| 2024 Q4 | UNCHANGED | 821 | — | 0% | 0.16% | $468K | $561.43 |
| 2024 Q3 | ADDED | 821 | +63 | +8.3% | 0.18% | $468K | $559.45 |
| 2024 Q2 | ADDED | 758 | +1 | +0.1% | 0.16% | $405K | $523.98 |
| 2024 Q1 | INITIATED | 757 | — | — | 0.16% | $421K | — |
As of 2025 Q4 — sorted by position size