Mc Kinley Carter Wealth Services, Inc. Industrial Sector Spdr 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 Industrial Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,229 shares of XLI stock, worth $294,785. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,348 5.07%
Holding current value
$294,785
Previous $318,000 7.86%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$131.76 - $143.99 $15,679 - $17,134
-119 Reduced 5.07%
2,229 $293,000
Q3 2024

Oct 15, 2024
BUY
$120.56 - $135.44 $14,587 - $16,388
121 Added 5.43%
2,348 $318,000
Q2 2024

Aug 09, 2024
SELL
$120.47 - $125.94 $2,047 - $2,140
-17 Reduced 0.76%
2,227 $271,000
Q1 2024

Apr 26, 2024
BUY
$110.23 - $125.96 $110 - $125
1 Added 0.04%
2,244 $282,000
Q4 2023

Feb 07, 2024
BUY
$96.44 - $114.13 $96 - $114
1 Added 0.04%
2,243 $255,000
Q3 2023

Oct 13, 2023
BUY
$100.74 - $110.75 $201 - $221
2 Added 0.09%
2,242 $227,000
Q2 2023

Aug 02, 2023
BUY
$96.85 - $107.32 $96 - $107
1 Added 0.04%
2,240 $240,000
Q1 2023

Apr 24, 2023
BUY
$96.51 - $103.67 $96 - $103
1 Added 0.04%
2,239 $226,000
Q4 2022

Feb 07, 2023
BUY
$84.74 - $102.33 $189,648 - $229,014
2,238 New
2,238 $219,000
Q2 2018

Dec 07, 2018
SELL
N/A
-2,398 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
2,398 New
2,398 $178,000

Others Institutions Holding XLI

# of Institutions
1,547
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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