Mc Kinley Carter Wealth Services, Inc. Financial 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 Financial Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 517,950 shares of XLF stock, worth $24.4 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

517,950

Previous 483,943 7.03%

Holding current value

$24.4 Million

Previous $23.4 Million 8.98%

% of portfolio

1.63%

Previous 1.46%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$47.32 - $52.19 $1.61 Million - $1.77 Million	34,007 Added 7.03%	517,950 $25.5 Million
Q4 2024 Jan 22, 2025	BUY	$44.89 - $51.34 $3.25 Million - $3.72 Million	72,487 Added 17.62%	483,943 $23.4 Million
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $7,637 - $8,553	187 Added 0.05%	411,456 $18.6 Million
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $394,395 - $423,285	9,962 Added 2.48%	411,269 $16.9 Million
Q1 2024 Apr 26, 2024	BUY	$37.27 - $42.12 $361,481 - $408,521	9,699 Added 2.48%	401,307 $16.9 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $523,390 - $627,736	16,642 Added 4.44%	391,608 $14.7 Million
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $150,890 - $161,944	4,549 Added 1.23%	374,966 $12.4 Million
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $11 Million - $11.7 Million	347,306 Added 1502.77%	370,417 $12.5 Million
Q1 2023 Apr 24, 2023	BUY	$30.98 - $37.0 $332,508 - $397,121	10,733 Added 86.71%	23,111 $743,000
Q4 2022 Feb 07, 2023	BUY	$30.29 - $36.31 $374,929 - $449,445	12,378 New	12,378 $423,000
Q2 2022 Jul 15, 2022	SELL	$30.84 - $38.22 $189,388 - $234,709	-6,141 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $35 - $41	1 Added 0.02%	6,141 $235,000
Q4 2021 Feb 07, 2022	BUY	$37.54 - $40.62 $112 - $121	3 Added 0.05%	6,140 $240,000
Q3 2021 Nov 03, 2021	BUY	$35.11 - $39.0 $215,470 - $239,343	6,137 New	6,137 $230,000
Q2 2018 Dec 07, 2018	SELL	N/A	-545 Closed	0 $0
Q1 2018 May 17, 2018	BUY	N/A	545 New	545 $15,000

Others Institutions Holding XLF

# of Institutions

2,066

Shares Held

763M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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