Mc Kinley Carter Wealth Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 62,350 shares of SPDW stock, worth $2.29 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
62,350
Previous 66,346 6.02%
Holding current value
$2.29 Million
Previous $2.49 Million 14.57%
% of portfolio
0.13%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$34.13 - $37.35 $136,383 - $149,250
-3,996 Reduced 6.02%
62,350 $2.13 Million
Q3 2024

Oct 15, 2024
SELL
$33.74 - $37.96 $63,633 - $71,592
-1,886 Reduced 2.76%
66,346 $2.49 Million
Q2 2024

Aug 09, 2024
SELL
$34.2 - $36.64 $111,970 - $119,959
-3,274 Reduced 4.58%
68,232 $2.39 Million
Q1 2024

Apr 26, 2024
SELL
$32.85 - $35.9 $59,392 - $64,907
-1,808 Reduced 2.47%
71,506 $2.56 Million
Q4 2023

Feb 07, 2024
BUY
$29.46 - $34.07 $46,664 - $53,966
1,584 Added 2.21%
73,314 $2.49 Million
Q3 2023

Oct 13, 2023
SELL
$30.88 - $33.58 $16,366 - $17,797
-530 Reduced 0.73%
71,730 $2.22 Million
Q2 2023

Aug 02, 2023
SELL
$31.7 - $33.66 $114,405 - $121,478
-3,609 Reduced 4.76%
72,260 $2.35 Million
Q1 2023

Apr 24, 2023
SELL
$29.83 - $32.71 $64,552 - $70,784
-2,164 Reduced 2.77%
75,869 $2.44 Million
Q4 2022

Feb 07, 2023
SELL
$25.7 - $31.02 $32,921 - $39,736
-1,281 Reduced 1.62%
78,033 $2.32 Million
Q3 2022

Oct 24, 2022
SELL
$25.67 - $30.93 $4,440 - $5,350
-173 Reduced 0.22%
79,314 $2.05 Million
Q2 2022

Jul 15, 2022
SELL
$28.57 - $34.74 $228 - $277
-8 Reduced 0.01%
79,487 $2.29 Million
Q1 2022

Apr 27, 2022
SELL
$31.42 - $36.91 $24,570 - $28,863
-782 Reduced 0.97%
79,495 $2.73 Million
Q4 2021

Feb 07, 2022
SELL
$35.28 - $37.98 $9,066 - $9,760
-257 Reduced 0.32%
80,277 $2.93 Million
Q3 2021

Nov 03, 2021
SELL
$35.68 - $38.17 $23,263 - $24,886
-652 Reduced 0.8%
80,534 $2.92 Million
Q2 2021

Aug 12, 2021
SELL
$35.87 - $38.34 $114,102 - $121,959
-3,181 Reduced 3.77%
81,186 $2.99 Million
Q1 2021

Apr 30, 2021
BUY
$33.6 - $35.9 $2.83 Million - $3.03 Million
84,367 New
84,367 $2.98 Million

Others Institutions Holding SPDW

# of Institutions
1,021
Shares Held
529M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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