Mc Kinley Carter Wealth Services, Inc. Consumer Staples 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 Consumer Staples Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 19,062 shares of XLP stock, worth $1.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,062

Previous 22,577 15.57%

Holding current value

$1.45 Million

Previous $1.72 Million 15.56%

% of portfolio

0.09%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	N/A	-3,515 Reduced 15.57%	19,062 $1.45 Million
Q4 2024 Jan 22, 2025	SELL	N/A	-3,256 Reduced 12.6%	22,577 $1.72 Million
Q3 2024 Oct 15, 2024	SELL	$76.04 - $76.04 $4.05 Million - $4.05 Million	-53,229 Reduced 67.33%	25,833 $1.96 Million
Q2 2024 Aug 09, 2024	BUY	$73.08 - $78.4 $587,490 - $630,257	8,039 Added 11.32%	79,062 $6.05 Million
Q1 2024 Apr 26, 2024	BUY	$71.59 - $76.36 $1.49 Million - $1.59 Million	20,861 Added 41.59%	71,023 $5.42 Million
Q4 2023 Feb 07, 2024	BUY	$66.22 - $72.3 $3.32 Million - $3.63 Million	50,162 New	50,162 $3.61 Million
Q2 2022 Jul 15, 2022	BUY	N/A	3,612 New	3,612 $261,000
Q2 2018 Dec 07, 2018	SELL	N/A	-346 Closed	0 $0
Q1 2018 May 17, 2018	BUY	N/A	346 New	346 $18,000

Others Institutions Holding XLP

# of Institutions

1,358

Shares Held

174M

Call Options Held

8.73M

Put Options Held

15.5M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

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.

Account

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