Mc Kinley Carter Wealth Services, Inc. Spdr S&P 500 ETF Trust Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,270 shares of SPY stock, worth $2.18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,270
Previous 3,310 1.21%
Holding current value
$2.18 Million
Previous $2.05 Million 6.5%
% of portfolio
0.12%
Previous 0.12%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$617.65 - $666.84 $24,706 - $26,673
-40 Reduced 1.21%
3,270 $2.18 Million
Q2 2025

Jul 24, 2025
BUY
$496.48 - $617.85 $63,549 - $79,084
128 Added 4.02%
3,310 $2.05 Million
Q1 2025

Apr 15, 2025
SELL
$551.42 - $612.93 $278,467 - $309,529
-505 Reduced 13.7%
3,182 $1.78 Million
Q4 2024

Jan 22, 2025
BUY
$567.81 - $607.81 $6,245 - $6,685
11 Added 0.3%
3,687 $2.16 Million
Q3 2024

Oct 15, 2024
BUY
$517.38 - $573.86 $149,522 - $165,845
289 Added 8.53%
3,676 $2.11 Million
Q4 2023

Feb 07, 2024
SELL
$410.68 - $476.69 $81,314 - $94,384
-198 Reduced 5.52%
3,387 $1.61 Million
Q3 2023

Oct 13, 2023
SELL
$425.88 - $457.79 $113,709 - $122,229
-267 Reduced 6.93%
3,585 $1.53 Million
Q2 2023

Aug 02, 2023
SELL
$404.36 - $443.28 $808 - $886
-2 Reduced 0.05%
3,852 $1.71 Million
Q1 2023

Apr 24, 2023
BUY
$379.5 - $416.78 $66,412 - $72,936
175 Added 4.76%
3,854 $1.58 Million
Q4 2022

Feb 07, 2023
SELL
$357.63 - $407.42 $138,045 - $157,264
-386 Reduced 9.5%
3,679 $1.41 Million
Q3 2022

Oct 24, 2022
SELL
$357.18 - $429.7 $42,861 - $51,564
-120 Reduced 2.87%
4,065 $1.45 Million
Q2 2022

Jul 15, 2022
BUY
$365.86 - $456.8 $237,443 - $296,463
649 Added 18.35%
4,185 $1.58 Million
Q1 2022

Apr 27, 2022
SELL
$416.25 - $477.71 $845,403 - $970,229
-2,031 Reduced 36.48%
3,536 $1.6 Million
Q4 2021

Feb 07, 2022
SELL
$428.64 - $477.48 $435,498 - $485,119
-1,016 Reduced 15.43%
5,567 $2.64 Million
Q3 2021

Nov 03, 2021
BUY
$424.97 - $453.19 $82,019 - $87,465
193 Added 3.02%
6,583 $2.83 Million
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $1,201 - $1,284
3 Added 0.05%
6,390 $2.74 Million
Q1 2021

Apr 30, 2021
BUY
$368.79 - $397.26 $12,170 - $13,109
33 Added 0.52%
6,387 $2.53 Million
Q4 2020

Feb 16, 2021
BUY
$326.54 - $373.88 $475,768 - $544,743
1,457 Added 29.75%
6,354 $2.38 Million
Q4 2020

Feb 12, 2021
BUY
$326.54 - $373.88 $653 - $747
2 Added 0.04%
4,897 $1.83 Million
Q3 2020

Oct 14, 2020
BUY
$310.52 - $357.7 $931 - $1,073
3 Added 0.06%
4,895 $1.64 Million
Q2 2020

Jul 20, 2020
BUY
$246.15 - $323.2 $234,088 - $307,363
951 Added 24.13%
4,892 $1.51 Million
Q1 2020

May 01, 2020
BUY
$222.95 - $338.34 $407,329 - $618,147
1,827 Added 86.42%
3,941 $1.02 Million
Q4 2019

Jan 23, 2020
SELL
$288.06 - $322.94 $17,283 - $19,376
-60 Reduced 2.76%
2,114 $680,000
Q3 2019

Nov 14, 2019
SELL
$283.82 - $302.01 $9,366 - $9,966
-33 Reduced 1.5%
2,174 $645,000
Q2 2019

Aug 02, 2019
SELL
$274.57 - $295.86 $47,226 - $50,887
-172 Reduced 7.23%
2,207 $647,000
Q1 2019

May 08, 2019
SELL
$244.21 - $284.73 $51,772 - $60,362
-212 Reduced 8.18%
2,379 $672,000
Q4 2018

Feb 13, 2019
SELL
$234.34 - $291.73 $17,575 - $21,879
-75 Reduced 2.81%
2,591 $648,000
Q3 2018

Nov 06, 2018
BUY
$270.9 - $293.58 $16,795 - $18,201
62 Added 2.38%
2,666 $775,000
Q2 2018

Dec 07, 2018
SELL
$257.47 - $278.92 $131,567 - $142,528
-511 Reduced 16.4%
2,604 $706,000
Q1 2018

May 17, 2018
SELL
$257.63 - $286.58 $68,787 - $76,516
-267 Reduced 7.89%
3,115 $820,000
Q4 2017

Jan 31, 2018
SELL
$252.32 - $268.2 $38,100 - $40,498
-151 Reduced 4.27%
3,382 $903,000
Q3 2017

Oct 31, 2017
BUY
$242.71 - $251.23 $33,736 - $34,920
139 Added 4.1%
3,533 $888,000
Q2 2017

Aug 08, 2017
BUY
N/A
3,394
3,394 $821,000

Others Institutions Holding SPY

# of Institutions
5,287
Shares Held
556M
Call Options Held
339M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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