Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 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 $396,415. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,865
Previous 5,865 -0.0%
Holding current value
$396,415
Previous $410,000 1.95%
% 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
681
Shares Held
93.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email