Mc Kinley Carter Wealth Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 82,118 shares of SPEM stock, worth $3.19 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

82,118

Previous 83,059 1.13%

Holding current value

$3.19 Million

Previous $3.13 Million 8.34%

% of portfolio

0.21%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$36.02 - $41.68 $33,894 - $39,220	-941 Reduced 1.13%	82,118 $3.39 Million
Q2 2024 Aug 09, 2024	SELL	$35.3 - $38.79 $137,422 - $151,009	-3,893 Reduced 4.48%	83,059 $3.13 Million
Q1 2024 Apr 26, 2024	SELL	$33.69 - $36.47 $95,746 - $103,647	-2,842 Reduced 3.17%	86,952 $3.15 Million
Q4 2023 Feb 07, 2024	BUY	$32.26 - $35.46 $232,884 - $255,985	7,219 Added 8.74%	89,794 $3.18 Million
Q3 2023 Oct 13, 2023	SELL	$33.36 - $36.37 $114,358 - $124,676	-3,428 Reduced 3.99%	82,575 $2.77 Million
Q2 2023 Aug 02, 2023	SELL	$33.2 - $35.75 $130,974 - $141,033	-3,945 Reduced 4.39%	86,003 $2.96 Million
Q1 2023 Apr 24, 2023	SELL	$32.49 - $36.44 $1.22 Million - $1.36 Million	-37,407 Reduced 29.37%	89,948 $3.07 Million
Q4 2022 Feb 07, 2023	BUY	$30.18 - $34.51 $1.57 Million - $1.8 Million	52,055 Added 69.13%	127,355 $4.2 Million
Q3 2022 Oct 24, 2022	SELL	$31.04 - $35.55 $277,528 - $317,852	-8,941 Reduced 10.61%	75,300 $2.34 Million
Q2 2022 Jul 15, 2022	SELL	$33.85 - $40.03 $725,744 - $858,243	-21,440 Reduced 20.29%	84,241 $2.93 Million
Q1 2022 Apr 27, 2022	SELL	$35.69 - $43.02 $1.86 Million - $2.24 Million	-52,105 Reduced 33.02%	105,681 $4.08 Million
Q4 2021 Feb 07, 2022	BUY	$40.07 - $44.51 $2.31 Million - $2.57 Million	57,687 Added 57.63%	157,786 $6.55 Million
Q3 2021 Nov 03, 2021	SELL	$41.44 - $45.27 $1.24 Million - $1.36 Million	-29,940 Reduced 23.02%	100,099 $4.26 Million
Q2 2021 Aug 12, 2021	BUY	$42.87 - $46.35 $338,458 - $365,933	7,895 Added 6.46%	130,039 $5.92 Million
Q1 2021 Apr 30, 2021	BUY	$42.41 - $47.37 $5.18 Million - $5.79 Million	122,144 New	122,144 $5.35 Million

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Mc Kinley Carter Wealth Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History