Mc Kinley Carter Wealth Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.47 Billion
Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,167 shares of MDY stock, worth $1.78 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,167

Previous 3,267 3.06%

Holding current value

$1.78 Million

Previous $1.66 Million 6.34%

% of portfolio

0.12%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$491.35 - $556.4 $49,135 - $55,640	-100 Reduced 3.06%	3,167 $1.76 Million
Q3 2023 Oct 13, 2023	SELL	$450.89 - $498.33 $29,307 - $32,391	-65 Reduced 1.95%	3,267 $1.49 Million
Q2 2023 Aug 02, 2023	SELL	$439.95 - $478.91 $17,598 - $19,156	-40 Reduced 1.19%	3,332 $1.6 Million
Q3 2022 Oct 24, 2022	SELL	$401.58 - $481.07 $8,433 - $10,102	-21 Reduced 0.62%	3,372 $1.35 Million
Q4 2020 Feb 12, 2021	SELL	$343.51 - $421.75 $334,922 - $411,206	-975 Reduced 22.32%	3,393 $1.43 Million

Q2 2020 Jul 20, 2020	SELL	$243.09 - $355.21 $7,292 - $10,656	-30 Reduced 0.68%	4,368 $1.42 Million
Q1 2020 May 01, 2020	SELL	$220.85 - $384.02 $42,624 - $74,115	-193 Reduced 4.2%	4,398 $1.16 Million
Q4 2019 Jan 23, 2020	SELL	$338.73 - $376.09 $25,404 - $28,206	-75 Reduced 1.61%	4,591 $1.72 Million
Q1 2019 May 08, 2019	SELL	$296.63 - $352.26 $32,925 - $39,100	-111 Reduced 2.32%	4,666 $1.61 Million
Q4 2018 Feb 13, 2019	SELL	$284.96 - $364.55 $34,195 - $43,746	-120 Reduced 2.45%	4,777 $1.45 Million
Q3 2018 Nov 06, 2018	BUY	$355.06 - $373.52 $26,629 - $28,014	75 Added 1.56%	4,897 $1.8 Million
Q2 2018 Dec 07, 2018	SELL	$333.64 - $365.14 $417,050 - $456,425	-1,250 Reduced 20.59%	4,822 $1.71 Million
Q4 2017 Jan 31, 2018	SELL	$329.2 - $347.26 $562,273 - $593,120	-1,708 Reduced 21.95%	6,072 $2.1 Million
Q3 2017 Oct 31, 2017	SELL	$308.35 - $326.33 $12,334 - $13,053	-40 Reduced 0.51%	7,780 $2.54 Million
Q2 2017 Aug 08, 2017	BUY	N/A	7,820	7,820 $2.48 Million

Others Institutions Holding MDY

# of Institutions

1,358

Shares Held

28.8M

Call Options Held

222K

Put Options Held

327K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Mc Kinley Carter Wealth Services, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History