Ownership history in STEPH & CO · 25 quarters on record
This page tracks every 13F SEC filing in which STEPH & CO reported a position in SPDR S&P Mid Cap 400 Index ETF (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 Q4 | REDUCED | 5,375 | -30 | -0.6% | 0.93% | $3.2M | $603.28 |
| 2025 Q3 | REDUCED | 5,405 | -142 | -2.6% | 0.98% | $3.2M | $593.89 |
| 2025 Q2 | REDUCED | 5,547 | -14 | -0.3% | 1.02% | $3.1M | $562.94 |
| 2025 Q1 | REDUCED | 5,561 | -749 | -11.9% | 1.07% | $3.0M | $528.42 |
As of 2025 Q4 — sorted by position size