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

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

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 56,762 shares of SPDW stock, worth $2.48 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

56,762

Previous 57,810 1.81%

Holding current value

$2.48 Million

Previous $2.34 Million 3.76%

% of portfolio

0.13%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$39.8 - $42.86 $41,710 - $44,917	-1,048 Reduced 1.81%	56,762 $2.43 Million
Q2 2025 Jul 24, 2025	SELL	$32.66 - $40.75 $22,666 - $28,280	-694 Reduced 1.19%	57,810 $2.34 Million
Q1 2025 Apr 15, 2025	SELL	$33.84 - $37.77 $130,148 - $145,263	-3,846 Reduced 6.17%	58,504 $2.15 Million
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

1,193

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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