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 $6.7 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
82,350
Previous 78,095
5.45%
Holding current value
$6.7 Million
Previous $6.69 Million
13.78%
% of portfolio
0.49%
Previous 0.42%
Shares
19 transactions
Others Institutions Holding XLE
# of Institutions
2,189Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.7 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.45 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.16 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$770 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$723 Million0.12% of portfolio