Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 600 Small C 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 Portfolio S&P 600 Small C stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,692 shares of SPSM stock, worth $260,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,692
Previous 5,704 0.21%
Holding current value
$260,579
Previous $240,000 1.67%
% of portfolio
0.02%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$39.85 - $43.04 $478 - $516
-12 Reduced 0.21%
5,692 $244,000
Q4 2023

Feb 07, 2024
BUY
$34.3 - $42.83 $3,155 - $3,940
92 Added 1.64%
5,704 $240,000
Q3 2023

Oct 13, 2023
SELL
$36.35 - $41.02 $327 - $369
-9 Reduced 0.16%
5,612 $207,000
Q2 2023

Aug 02, 2023
SELL
$35.57 - $38.94 $6,153 - $6,736
-173 Reduced 2.99%
5,621 $218,000
Q1 2023

Apr 24, 2023
SELL
$36.04 - $42.08 $1,477 - $1,725
-41 Reduced 0.7%
5,794 $218,000
Q4 2022

Feb 07, 2023
SELL
$36.34 - $39.85 $10,974 - $12,034
-302 Reduced 4.92%
5,835 $215,000
Q3 2022

Oct 24, 2022
SELL
N/A
-3 Reduced 0.05%
6,137 $209,000
Q2 2022

Jul 15, 2022
SELL
N/A
-18 Reduced 0.29%
6,140 $221,000
Q1 2022

Apr 27, 2022
SELL
N/A
-290 Reduced 4.5%
6,158 $259,000
Q4 2021

Feb 07, 2022
SELL
N/A
-1,102 Reduced 14.6%
6,448 $288,000
Q3 2021

Nov 03, 2021
SELL
N/A
-25 Reduced 0.33%
7,550 $322,000
Q2 2021

Aug 12, 2021
SELL
N/A
-503 Reduced 6.23%
7,575 $333,000
Q1 2021

Apr 30, 2021
SELL
N/A
-1,566 Reduced 16.24%
8,078 $342,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,498 Added 18.39%
9,644 $346,000
Q4 2020

Feb 12, 2021
SELL
N/A
-723 Reduced 8.15%
8,146 $292,000
Q3 2020

Oct 14, 2020
SELL
N/A
-637 Reduced 6.7%
8,869 $243,000
Q2 2020

Jul 20, 2020
SELL
N/A
-294 Reduced 3.0%
9,506 $253,000
Q1 2020

May 01, 2020
SELL
N/A
-3,321 Reduced 25.31%
9,800 $214,000
Q4 2019

Jan 23, 2020
SELL
N/A
-891 Reduced 6.36%
13,121 $428,000
Q3 2019

Nov 14, 2019
BUY
N/A
1,760 Added 14.37%
14,012 $420,000
Q2 2019

Aug 02, 2019
BUY
N/A
408 Added 3.44%
12,252 $375,000
Q1 2019

May 08, 2019
BUY
N/A
48 Added 0.41%
11,844 $358,000
Q4 2018

Feb 13, 2019
BUY
N/A
353 Added 3.08%
11,796 $311,000
Q3 2018

Nov 06, 2018
BUY
N/A
1,399 Added 13.93%
11,443 $380,000
Q2 2018

Dec 07, 2018
BUY
N/A
1,051 Added 11.69%
10,044 $324,000
Q1 2018

May 17, 2018
BUY
N/A
2,043 Added 29.4%
8,993 $269,000
Q4 2017

Jan 31, 2018
BUY
N/A
6,950
6,950 $210,000

Others Institutions Holding SPSM

# of Institutions
813
Shares Held
187M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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