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

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 20,952 shares of SPMD stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,952

Previous 23,840 12.11%

Holding current value

$1.2 Million

Previous $1.3 Million 12.13%

% of portfolio

0.07%

Previous 0.08%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$54.13 - $59.56 $156,327 - $172,009	-2,888 Reduced 12.11%	20,952 $1.15 Million
Q3 2024 Oct 15, 2024	BUY	$50.29 - $54.92 $4,878 - $5,327	97 Added 0.41%	23,840 $1.3 Million
Q2 2024 Aug 09, 2024	SELL	$49.54 - $53.39 $111,762 - $120,447	-2,256 Reduced 8.68%	23,743 $1.22 Million
Q1 2024 Apr 26, 2024	SELL	$47.16 - $53.34 $18,722 - $21,175	-397 Reduced 1.5%	25,999 $1.39 Million
Q4 2023 Feb 07, 2024	SELL	$40.76 - $49.2 $8,518 - $10,282	-209 Reduced 0.79%	26,396 $1.29 Million
Q3 2023 Oct 13, 2023	BUY	$43.23 - $47.8 $2,118 - $2,342	49 Added 0.18%	26,605 $1.17 Million
Q2 2023 Aug 02, 2023	BUY	$42.21 - $45.89 $57,954 - $63,006	1,373 Added 5.45%	26,556 $1.22 Million
Q1 2023 Apr 24, 2023	SELL	$41.67 - $47.74 $21,210 - $24,299	-509 Reduced 1.98%	25,183 $1.11 Million
Q4 2022 Feb 07, 2023	SELL	$39.32 - $45.21 $50,133 - $57,642	-1,275 Reduced 4.73%	25,692 $1.09 Million
Q3 2022 Oct 24, 2022	SELL	$38.55 - $46.17 $64,879 - $77,704	-1,683 Reduced 5.87%	26,967 $1.04 Million
Q2 2022 Jul 15, 2022	SELL	$38.67 - $47.45 $2,397 - $2,941	-62 Reduced 0.22%	28,650 $1.14 Million
Q1 2022 Apr 27, 2022	SELL	$44.15 - $50.14 $14,083 - $15,994	-319 Reduced 1.1%	28,712 $1.35 Million
Q4 2021 Feb 07, 2022	SELL	$46.63 - $50.95 $15,481 - $16,915	-332 Reduced 1.13%	29,031 $1.44 Million
Q3 2021 Nov 03, 2021	SELL	$45.05 - $48.67 $3,288 - $3,552	-73 Reduced 0.25%	29,363 $1.36 Million
Q2 2021 Aug 12, 2021	SELL	$45.87 - $48.58 $40,503 - $42,896	-883 Reduced 2.91%	29,436 $1.39 Million
Q1 2021 Apr 30, 2021	SELL	$39.79 - $47.1 $141,254 - $167,205	-3,550 Reduced 10.48%	30,319 $1.39 Million
Q4 2020 Feb 16, 2021	BUY	$33.07 - $40.57 $411,423 - $504,731	12,441 Added 58.06%	33,869 $1.37 Million
Q4 2020 Feb 12, 2021	SELL	$33.07 - $40.57 $87,370 - $107,185	-2,642 Reduced 10.98%	21,428 $866,000
Q3 2020 Oct 14, 2020	SELL	$30.67 - $34.54 $107,222 - $120,751	-3,496 Reduced 12.68%	24,070 $785,000
Q2 2020 Jul 20, 2020	SELL	$23.46 - $34.21 $27,753 - $40,470	-1,183 Reduced 4.11%	27,566 $861,000
Q1 2020 May 01, 2020	SELL	$21.39 - $37.02 $204,381 - $353,726	-9,555 Reduced 24.95%	28,749 $728,000
Q4 2019 Jan 23, 2020	SELL	$32.63 - $36.43 $122,688 - $136,976	-3,760 Reduced 8.94%	38,304 $1.39 Million
Q3 2019 Nov 14, 2019	SELL	$33.7 - $34.71 $24,398 - $25,130	-724 Reduced 1.69%	42,064 $1.43 Million
Q2 2019 Aug 02, 2019	BUY	N/A	1,040 Added 2.49%	42,788 $1.46 Million
Q1 2019 May 08, 2019	BUY	N/A	2,026 Added 5.1%	41,748 $1.39 Million
Q4 2018 Feb 13, 2019	BUY	N/A	2,032 Added 5.39%	39,722 $1.17 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-6,211 Reduced 14.15%	37,690 $1.36 Million
Q2 2018 Dec 07, 2018	BUY	N/A	3,926 Added 9.82%	43,901 $1.53 Million
Q1 2018 May 17, 2018	BUY	N/A	8,091 Added 25.38%	39,975 $1.33 Million
Q4 2017 Jan 31, 2018	BUY	N/A	31,884	31,884 $1.06 Million

Others Institutions Holding SPMD

# of Institutions

662

Shares Held

189M

Call Options Held

Put Options Held

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