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

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 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 73,350 shares of SPEM stock, worth $3.47 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
73,350
Previous 67,970 7.92%
Holding current value
$3.47 Million
Previous $2.68 Million 16.9%
% of portfolio
0.18%
Previous 0.17%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$34.72 - $42.74 $186,793 - $229,941
5,380 Added 7.92%
73,350 $3.13 Million
Q1 2025

Apr 15, 2025
SELL
$37.07 - $40.63 $496,626 - $544,320
-13,397 Reduced 16.46%
67,970 $2.68 Million
Q4 2024

Jan 22, 2025
SELL
$38.37 - $42.82 $28,815 - $32,157
-751 Reduced 0.91%
81,367 $3.12 Million
Q3 2024

Oct 15, 2024
SELL
$36.02 - $41.68 $33,894 - $39,220
-941 Reduced 1.13%
82,118 $3.39 Million
Q2 2024

Aug 09, 2024
SELL
$35.3 - $38.79 $137,422 - $151,009
-3,893 Reduced 4.48%
83,059 $3.13 Million
Q1 2024

Apr 26, 2024
SELL
$33.69 - $36.47 $95,746 - $103,647
-2,842 Reduced 3.17%
86,952 $3.15 Million
Q4 2023

Feb 07, 2024
BUY
$32.26 - $35.46 $232,884 - $255,985
7,219 Added 8.74%
89,794 $3.18 Million
Q3 2023

Oct 13, 2023
SELL
$33.36 - $36.37 $114,358 - $124,676
-3,428 Reduced 3.99%
82,575 $2.77 Million
Q2 2023

Aug 02, 2023
SELL
$33.2 - $35.75 $130,974 - $141,033
-3,945 Reduced 4.39%
86,003 $2.96 Million
Q1 2023

Apr 24, 2023
SELL
$32.49 - $36.44 $1.22 Million - $1.36 Million
-37,407 Reduced 29.37%
89,948 $3.07 Million
Q4 2022

Feb 07, 2023
BUY
$30.18 - $34.51 $1.57 Million - $1.8 Million
52,055 Added 69.13%
127,355 $4.2 Million
Q3 2022

Oct 24, 2022
SELL
$31.04 - $35.55 $277,528 - $317,852
-8,941 Reduced 10.61%
75,300 $2.34 Million
Q2 2022

Jul 15, 2022
SELL
$33.85 - $40.03 $725,744 - $858,243
-21,440 Reduced 20.29%
84,241 $2.93 Million
Q1 2022

Apr 27, 2022
SELL
$35.69 - $43.02 $1.86 Million - $2.24 Million
-52,105 Reduced 33.02%
105,681 $4.08 Million
Q4 2021

Feb 07, 2022
BUY
$40.07 - $44.51 $2.31 Million - $2.57 Million
57,687 Added 57.63%
157,786 $6.55 Million
Q3 2021

Nov 03, 2021
SELL
$41.44 - $45.27 $1.24 Million - $1.36 Million
-29,940 Reduced 23.02%
100,099 $4.26 Million
Q2 2021

Aug 12, 2021
BUY
$42.87 - $46.35 $338,458 - $365,933
7,895 Added 6.46%
130,039 $5.92 Million
Q1 2021

Apr 30, 2021
BUY
$42.41 - $47.37 $5.18 Million - $5.79 Million
122,144 New
122,144 $5.35 Million

Others Institutions Holding SPEM

# of Institutions
957
Shares Held
225M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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