Mc Kinley Carter Wealth Services, Inc. Spdr Ser Tr Fds Spdr Portfolio 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 Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 71,506 shares of SPDW stock, worth $2.55 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
71,506
Previous 73,314 2.47%
Holding current value
$2.55 Million
Previous $2.49 Million 2.77%
% of portfolio
0.17%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$27.34 - $31.02 $35,022 - $39,736
-1,281 Reduced 1.62%
78,033 $2.32 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-173 Reduced 0.22%
79,314 $2.05 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-8 Reduced 0.01%
79,487 $2.29 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-782 Reduced 0.97%
79,495 $2.73 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-257 Reduced 0.32%
80,277 $2.93 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-652 Reduced 0.8%
80,534 $2.92 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-3,181 Reduced 3.77%
81,186 $2.99 Million
Q1 2021

Apr 30, 2021
BUY
N/A
84,367 New
84,367 $2.98 Million

Others Institutions Holding SPDW

# of Institutions
897
Shares Held
475M
Call Options Held
4.1K
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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