Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 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 6,171 shares of SPSM stock, worth $274,547. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,171
Previous 7,064 12.64%
Holding current value
$274,547
Previous $293,000 4.44%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$41.02 - $46.01 $36,630 - $41,086
-893 Reduced 12.64%
6,171 $280,000
Q2 2024

Aug 09, 2024
BUY
$39.75 - $43.15 $54,537 - $59,201
1,372 Added 24.1%
7,064 $293,000
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
$34.79 - $39.85 $10,506 - $12,034
-302 Reduced 4.92%
5,835 $215,000
Q3 2022

Oct 24, 2022
SELL
$33.99 - $41.52 $101 - $124
-3 Reduced 0.05%
6,137 $209,000
Q2 2022

Jul 15, 2022
SELL
$34.83 - $42.53 $626 - $765
-18 Reduced 0.29%
6,140 $221,000
Q1 2022

Apr 27, 2022
SELL
$39.91 - $45.5 $11,573 - $13,195
-290 Reduced 4.5%
6,158 $259,000
Q4 2021

Feb 07, 2022
SELL
$42.23 - $46.94 $46,537 - $51,727
-1,102 Reduced 14.6%
6,448 $288,000
Q3 2021

Nov 03, 2021
SELL
$40.71 - $44.23 $1,017 - $1,105
-25 Reduced 0.33%
7,550 $322,000
Q2 2021

Aug 12, 2021
SELL
$41.43 - $45.3 $20,839 - $22,785
-503 Reduced 6.23%
7,575 $333,000
Q1 2021

Apr 30, 2021
SELL
$35.43 - $44.75 $55,483 - $70,078
-1,566 Reduced 16.24%
8,078 $342,000
Q4 2020

Feb 16, 2021
BUY
$27.77 - $35.98 $41,599 - $53,898
1,498 Added 18.39%
9,644 $346,000
Q4 2020

Feb 12, 2021
SELL
$27.77 - $35.98 $20,077 - $26,013
-723 Reduced 8.15%
8,146 $292,000
Q3 2020

Oct 14, 2020
SELL
$25.57 - $29.57 $16,288 - $18,836
-637 Reduced 6.7%
8,869 $243,000
Q2 2020

Jul 20, 2020
SELL
$19.87 - $29.39 $5,841 - $8,640
-294 Reduced 3.0%
9,506 $253,000
Q1 2020

May 01, 2020
SELL
$18.96 - $33.37 $62,966 - $110,821
-3,321 Reduced 25.31%
9,800 $214,000
Q4 2019

Jan 23, 2020
SELL
$28.98 - $32.81 $25,821 - $29,233
-891 Reduced 6.36%
13,121 $428,000
Q3 2019

Nov 14, 2019
BUY
$29.9 - $31.15 $52,624 - $54,824
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
861
Shares Held
192M
Call Options Held
62.3K
Put Options Held
1.4K
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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