Mc Kinley Carter Wealth Services, Inc. Energy Sector Spdr Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 82,350 shares of XLE stock, worth $6.71 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
82,350
Previous 78,095 5.45%
Holding current value
$6.71 Million
Previous $6.69 Million 13.78%
% of portfolio
0.49%
Previous 0.42%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$85.7 - $93.96 $364,653 - $399,799
4,255 Added 5.45%
82,350 $7.61 Million
Q4 2024

Jan 22, 2025
BUY
$83.32 - $97.27 $788,040 - $919,979
9,458 Added 13.78%
78,095 $6.69 Million
Q3 2024

Oct 15, 2024
BUY
$84.35 - $93.39 $5.19 Million - $5.74 Million
61,499 Added 861.57%
68,637 $6.03 Million
Q2 2024

Aug 09, 2024
SELL
$88.04 - $98.08 $1,760 - $1,961
-20 Reduced 0.28%
7,138 $650,000
Q1 2024

Apr 26, 2024
SELL
$79.91 - $94.41 $8,550 - $10,101
-107 Reduced 1.47%
7,158 $675,000
Q4 2023

Feb 07, 2024
SELL
$81.2 - $91.96 $179,208 - $202,955
-2,207 Reduced 23.3%
7,265 $609,000
Q3 2023

Oct 13, 2023
SELL
$79.09 - $93.36 $21,591 - $25,487
-273 Reduced 2.8%
9,472 $856,000
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $473,479 - $539,255
-6,182 Reduced 38.81%
9,745 $791,000
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $230,217 - $278,492
2,991 Added 23.12%
15,927 $1.32 Million
Q4 2022

Feb 07, 2023
BUY
$76.09 - $94.08 $292,870 - $362,113
3,849 Added 42.36%
12,936 $1.13 Million
Q3 2022

Oct 24, 2022
BUY
$67.49 - $84.09 $54,261 - $67,608
804 Added 9.71%
9,087 $654,000
Q2 2022

Jul 15, 2022
BUY
$70.66 - $92.28 $585,276 - $764,355
8,283 New
8,283 $592,000
Q1 2022

Apr 27, 2022
SELL
$57.22 - $78.75 $241,754 - $332,718
-4,225 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
$53.01 - $59.14 $12,881 - $14,371
-243 Reduced 5.44%
4,225 $234,000
Q3 2021

Nov 03, 2021
BUY
$45.79 - $54.81 $137 - $164
3 Added 0.07%
4,468 $232,000
Q2 2021

Aug 12, 2021
SELL
$47.07 - $56.19 $24,241 - $28,937
-515 Reduced 10.34%
4,465 $241,000
Q1 2021

Apr 30, 2021
BUY
$37.96 - $53.57 $189,040 - $266,778
4,980 New
4,980 $244,000
Q2 2018

Dec 07, 2018
SELL
N/A
-143 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
143 New
143 $10,000

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email