Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio 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 Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,627 shares of SPYG stock, worth $589,765. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,627
Previous 5,673 0.81%
Holding current value
$589,765
Previous $540,000 8.89%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
SELL
$94.33 - $105.31 $4,339 - $4,844
-46 Reduced 0.81%
5,627 $588,000
Q2 2025

Jul 24, 2025
BUY
$71.83 - $95.32 $215 - $285
3 Added 0.05%
5,673 $540,000
Q1 2025

Apr 15, 2025
BUY
$80.05 - $92.39 $160 - $184
2 Added 0.04%
5,670 $454,000
Q4 2024

Jan 22, 2025
BUY
$81.74 - $91.38 $245 - $274
3 Added 0.05%
5,668 $498,000
Q3 2024

Oct 15, 2024
SELL
$73.38 - $84.1 $28,911 - $33,135
-394 Reduced 6.5%
5,665 $469,000
Q2 2024

Aug 09, 2024
SELL
$68.71 - $80.95 $23,086 - $27,199
-336 Reduced 5.25%
6,059 $485,000
Q1 2024

Apr 26, 2024
SELL
$63.12 - $73.73 $20,766 - $24,257
-329 Reduced 4.89%
6,395 $467,000
Q4 2023

Feb 07, 2024
SELL
$57.02 - $65.3 $3,478 - $3,983
-61 Reduced 0.9%
6,724 $437,000
Q3 2023

Oct 13, 2023
SELL
$58.97 - $62.89 $8,255 - $8,804
-140 Reduced 2.02%
6,785 $402,000
Q2 2023

Aug 02, 2023
SELL
$54.76 - $61.01 $19,549 - $21,780
-357 Reduced 4.9%
6,925 $422,000
Q1 2023

Apr 24, 2023
BUY
$49.61 - $55.36 $80,318 - $89,627
1,619 Added 28.59%
7,282 $403,000
Q4 2022

Feb 07, 2023
SELL
$49.14 - $55.07 $5,356 - $6,002
-109 Reduced 1.89%
5,663 $286,000
Q3 2022

Oct 24, 2022
SELL
$50.1 - $61.86 $51,703 - $63,839
-1,032 Reduced 15.17%
5,772 $289,000
Q2 2022

Jul 15, 2022
SELL
$50.47 - $67.39 $7,923 - $10,580
-157 Reduced 2.26%
6,804 $356,000
Q1 2022

Apr 27, 2022
SELL
$59.17 - $73.03 $1,124 - $1,387
-19 Reduced 0.27%
6,961 $461,000
Q4 2021

Feb 07, 2022
SELL
$63.39 - $73.48 $176,921 - $205,082
-2,791 Reduced 28.56%
6,980 $506,000
Q3 2021

Nov 03, 2021
SELL
$63.23 - $68.45 $8,599 - $9,309
-136 Reduced 1.37%
9,771 $625,000
Q2 2021

Aug 12, 2021
SELL
$57.17 - $63.06 $5,659 - $6,242
-99 Reduced 0.99%
9,907 $624,000
Q1 2021

Apr 30, 2021
SELL
$53.23 - $58.3 $7,398 - $8,103
-139 Reduced 1.37%
10,006 $565,000
Q4 2020

Feb 16, 2021
BUY
$48.59 - $55.29 $492,945 - $560,917
10,145 New
10,145 $561,000
Q3 2020

Oct 14, 2020
SELL
$45.36 - $54.05 $370,591 - $441,588
-8,170 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$34.16 - $45.45 $4,304 - $5,726
-126 Reduced 1.52%
8,170 $367,000
Q1 2020

May 01, 2020
SELL
$31.23 - $45.63 $65,333 - $95,457
-2,092 Reduced 20.14%
8,296 $297,000
Q4 2019

Jan 23, 2020
SELL
$37.77 - $42.13 $13,143 - $14,661
-348 Reduced 3.24%
10,388 $435,000
Q3 2019

Nov 14, 2019
BUY
$38.67 - $39.55 $415,161 - $424,608
10,736 New
10,736 $418,000

Others Institutions Holding SPYG

# of Institutions
1,392
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

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