Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,865 shares of SPTM stock, worth $421,282. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,865
Previous 5,919 0.91%
Holding current value
$421,282
Previous $392,000 4.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024
SELL
$63.28 - $70.06 $3,417 - $3,783
-54 Reduced 0.91%
5,865 $410,000
Q1 2024

Apr 26, 2024
SELL
$57.38 - $64.15 $4,303 - $4,811
-75 Reduced 1.25%
5,919 $379,000
Q4 2022

Feb 07, 2023
BUY
$44.09 - $50.41 $176 - $201
4 Added 0.07%
5,994 $283,000
Q3 2022

Oct 24, 2022
SELL
$44.11 - $53.04 $40,581 - $48,796
-920 Reduced 13.31%
5,990 $264,000
Q1 2022

Apr 27, 2022
SELL
$51.36 - $58.82 $60,039 - $68,760
-1,169 Reduced 14.47%
6,910 $384,000
Q4 2021

Feb 07, 2022
SELL
$52.99 - $58.74 $10,227 - $11,336
-193 Reduced 2.33%
8,079 $472,000
Q3 2021

Nov 03, 2021
SELL
$52.32 - $55.93 $8,109 - $8,669
-155 Reduced 1.84%
8,272 $438,000
Q2 2021

Aug 12, 2021
SELL
$49.77 - $52.97 $17,618 - $18,751
-354 Reduced 4.03%
8,427 $446,000
Q1 2021

Apr 30, 2021
SELL
$45.48 - $49.44 $74,587 - $81,081
-1,640 Reduced 15.74%
8,781 $432,000
Q4 2020

Feb 16, 2021
BUY
$39.96 - $46.09 $416,423 - $480,303
10,421 New
10,421 $480,000

Others Institutions Holding SPTM

# of Institutions
631
Shares Held
85.1M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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