Mc Kinley Carter Wealth Services, Inc. Technology 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 Technology Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 86,029 shares of XLK stock, worth $20.8 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
86,029
Previous 101,664 15.38%
Holding current value
$20.8 Million
Previous $23 Million 12.84%
% of portfolio
1.25%
Previous 1.42%

Shares

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

Jan 22, 2025
SELL
$220.26 - $241.44 $3.44 Million - $3.77 Million
-15,635 Reduced 15.38%
86,029 $20 Million
Q3 2024

Oct 15, 2024
SELL
$197.34 - $237.68 $807,515 - $972,586
-4,092 Reduced 3.87%
101,664 $23 Million
Q2 2024

Aug 09, 2024
SELL
$192.53 - $231.41 $349,827 - $420,471
-1,817 Reduced 1.69%
105,756 $23.9 Million
Q1 2024

Apr 26, 2024
SELL
$184.12 - $211.02 $1.13 Million - $1.29 Million
-6,121 Reduced 5.38%
107,573 $22.4 Million
Q4 2023

Feb 07, 2024
SELL
$160.19 - $193.07 $3.22 Million - $3.88 Million
-20,088 Reduced 15.02%
113,694 $21.9 Million
Q3 2023

Oct 13, 2023
BUY
$161.97 - $180.26 $889,701 - $990,168
5,493 Added 4.28%
133,782 $21.9 Million
Q2 2023

Aug 02, 2023
BUY
$143.97 - $174.63 $17.6 Million - $21.4 Million
122,416 Added 2084.39%
128,289 $22.3 Million
Q1 2023

Apr 24, 2023
BUY
$121.18 - $151.01 $24,114 - $30,050
199 Added 3.51%
5,873 $886,000
Q4 2022

Feb 07, 2023
BUY
$116.56 - $136.15 $128,332 - $149,901
1,101 Added 24.08%
5,674 $706,000
Q3 2022

Oct 24, 2022
SELL
$118.78 - $151.56 $15,560 - $19,854
-131 Reduced 2.78%
4,573 $543,000
Q2 2022

Jul 15, 2022
SELL
$123.49 - $161.47 $32,354 - $42,305
-262 Reduced 5.28%
4,704 $598,000
Q1 2022

Apr 27, 2022
BUY
$141.39 - $175.52 $187,200 - $232,388
1,324 Added 36.35%
4,966 $789,000
Q4 2021

Feb 07, 2022
BUY
$148.06 - $176.65 $27,094 - $32,326
183 Added 5.29%
3,642 $633,000
Q3 2021

Nov 03, 2021
SELL
$147.91 - $159.7 $6,212 - $6,707
-42 Reduced 1.2%
3,459 $517,000
Q2 2021

Aug 12, 2021
SELL
$131.31 - $147.82 $11,555 - $13,008
-88 Reduced 2.45%
3,501 $517,000
Q1 2021

Apr 30, 2021
BUY
$125.83 - $138.59 $30,450 - $33,538
242 Added 7.23%
3,589 $477,000
Q4 2020

Feb 16, 2021
BUY
$110.86 - $130.52 $371,048 - $436,850
3,347 New
3,347 $435,000
Q2 2018

Dec 07, 2018
SELL
N/A
-854 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
854 New
854 $56,000

Others Institutions Holding XLK

# of Institutions
2,265
Shares Held
170M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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