Mc Kinley Carter Wealth Services, Inc. Financial Sector Spdr Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.54 Billion
  • Q2 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 411,269 shares of XLF stock, worth $18.8 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
411,269
Previous 401,307 2.48%
Holding current value
$18.8 Million
Previous $16.9 Million 0.02%
% of portfolio
1.1%
Previous 1.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$39.59 - $42.49 $394,395 - $423,285
9,962 Added 2.48%
411,269 $16.9 Million
Q1 2024

Apr 26, 2024
BUY
$37.27 - $42.12 $361,481 - $408,521
9,699 Added 2.48%
401,307 $16.9 Million
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $523,390 - $627,736
16,642 Added 4.44%
391,608 $14.7 Million
Q3 2023

Oct 13, 2023
BUY
$33.17 - $35.6 $150,890 - $161,944
4,549 Added 1.23%
374,966 $12.4 Million
Q2 2023

Aug 02, 2023
BUY
$31.55 - $33.71 $11 Million - $11.7 Million
347,306 Added 1502.77%
370,417 $12.5 Million
Q1 2023

Apr 24, 2023
BUY
$30.98 - $37.0 $332,508 - $397,121
10,733 Added 86.71%
23,111 $743,000
Q4 2022

Feb 07, 2023
BUY
$30.29 - $36.31 $374,929 - $449,445
12,378 New
12,378 $423,000
Q2 2022

Jul 15, 2022
SELL
$30.84 - $38.22 $189,388 - $234,709
-6,141 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$35.66 - $41.42 $35 - $41
1 Added 0.02%
6,141 $235,000
Q4 2021

Feb 07, 2022
BUY
$37.54 - $40.62 $112 - $121
3 Added 0.05%
6,140 $240,000
Q3 2021

Nov 03, 2021
BUY
$35.11 - $39.0 $215,470 - $239,343
6,137 New
6,137 $230,000
Q2 2018

Dec 07, 2018
SELL
N/A
-545 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
545 New
545 $15,000

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

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