MYCF — SSGA ACTIVE TR

Ownership history in McCarthy & Cox  ·  2 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in SSGA ACTIVE TR (MYCF). 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.

Peak position
1.4% (2025 Q2)
Avg. % of fund
1.29%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 207,899 -4,473 -2.1% 1.19% $5.2M $24.58
2025 Q2 INITIATED 212,372 — — 1.40% $5.3M $24.27
% of Fund (quarterly)    MYCF price (monthly, adj. close)

Other funds also holding MYCF

As of 2025 Q4 — sorted by position size

Motley Fool Wealth Management, LLC 3Y 7Y 1.57% KINTRA WEALTH, LLC 3Y 0.67% Hobbs Group Advisors, LLC 0.17% MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.11% Mayflower Financial Advisors, LLC 3Y 0.08% WOODMONT INVESTMENT COUNSEL LLC 3Y 7Y 0.07% Gradient Investments LLC 3Y 7Y 0.05% Sanctuary Advisors, LLC 0.01% Lido Advisors, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0%
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