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 86,952 shares of SPEM stock, worth $3.36 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
86,952
Previous 89,794
3.17%
Holding current value
$3.36 Million
Previous $3.18 Million
1.04%
% of portfolio
0.21%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$946 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$685 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$345 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$234 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$209 Million0.6% of portfolio