Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$44.33 - $49.55 $55,279 - $61,788	-1,247 Reduced 20.21%	4,924 $221,000
Q3 2024 Oct 15, 2024	SELL	$41.02 - $46.01 $36,630 - $41,086	-893 Reduced 12.64%	6,171 $280,000
Q2 2024 Aug 09, 2024	BUY	$39.75 - $43.15 $54,537 - $59,201	1,372 Added 24.1%	7,064 $293,000
Q1 2024 Apr 26, 2024	SELL	$39.85 - $43.04 $478 - $516	-12 Reduced 0.21%	5,692 $244,000
Q4 2023 Feb 07, 2024	BUY	$34.3 - $42.83 $3,155 - $3,940	92 Added 1.64%	5,704 $240,000
Q3 2023 Oct 13, 2023	SELL	$36.35 - $41.02 $327 - $369	-9 Reduced 0.16%	5,612 $207,000
Q2 2023 Aug 02, 2023	SELL	$35.57 - $38.94 $6,153 - $6,736	-173 Reduced 2.99%	5,621 $218,000
Q1 2023 Apr 24, 2023	SELL	$36.04 - $42.08 $1,477 - $1,725	-41 Reduced 0.7%	5,794 $218,000
Q4 2022 Feb 07, 2023	SELL	$34.79 - $39.85 $10,506 - $12,034	-302 Reduced 4.92%	5,835 $215,000
Q3 2022 Oct 24, 2022	SELL	$33.99 - $41.52 $101 - $124	-3 Reduced 0.05%	6,137 $209,000
Q2 2022 Jul 15, 2022	SELL	$34.83 - $42.53 $626 - $765	-18 Reduced 0.29%	6,140 $221,000
Q1 2022 Apr 27, 2022	SELL	$39.91 - $45.5 $11,573 - $13,195	-290 Reduced 4.5%	6,158 $259,000
Q4 2021 Feb 07, 2022	SELL	$42.23 - $46.94 $46,537 - $51,727	-1,102 Reduced 14.6%	6,448 $288,000
Q3 2021 Nov 03, 2021	SELL	$40.71 - $44.23 $1,017 - $1,105	-25 Reduced 0.33%	7,550 $322,000
Q2 2021 Aug 12, 2021	SELL	$41.43 - $45.3 $20,839 - $22,785	-503 Reduced 6.23%	7,575 $333,000
Q1 2021 Apr 30, 2021	SELL	$35.43 - $44.75 $55,483 - $70,078	-1,566 Reduced 16.24%	8,078 $342,000
Q4 2020 Feb 16, 2021	BUY	$27.77 - $35.98 $41,599 - $53,898	1,498 Added 18.39%	9,644 $346,000
Q4 2020 Feb 12, 2021	SELL	$27.77 - $35.98 $20,077 - $26,013	-723 Reduced 8.15%	8,146 $292,000
Q3 2020 Oct 14, 2020	SELL	$25.57 - $29.57 $16,288 - $18,836	-637 Reduced 6.7%	8,869 $243,000
Q2 2020 Jul 20, 2020	SELL	$19.87 - $29.39 $5,841 - $8,640	-294 Reduced 3.0%	9,506 $253,000
Q1 2020 May 01, 2020	SELL	$18.96 - $33.37 $62,966 - $110,821	-3,321 Reduced 25.31%	9,800 $214,000
Q4 2019 Jan 23, 2020	SELL	$28.98 - $32.81 $25,821 - $29,233	-891 Reduced 6.36%	13,121 $428,000
Q3 2019 Nov 14, 2019	BUY	$29.9 - $31.15 $52,624 - $54,824	1,760 Added 14.37%	14,012 $420,000
Q2 2019 Aug 02, 2019	BUY	N/A	408 Added 3.44%	12,252 $375,000
Q1 2019 May 08, 2019	BUY	N/A	48 Added 0.41%	11,844 $358,000
Q4 2018 Feb 13, 2019	BUY	N/A	353 Added 3.08%	11,796 $311,000
Q3 2018 Nov 06, 2018	BUY	N/A	1,399 Added 13.93%	11,443 $380,000
Q2 2018 Dec 07, 2018	BUY	N/A	1,051 Added 11.69%	10,044 $324,000
Q1 2018 May 17, 2018	BUY	N/A	2,043 Added 29.4%	8,993 $269,000
Q4 2017 Jan 31, 2018	BUY	N/A	6,950	6,950 $210,000

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

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