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

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 25,833 shares of XLP stock, worth $1.96 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

25,833

Previous 79,062 67.33%

Holding current value

$1.96 Million

Previous $6.05 Million 67.56%

% of portfolio

0.12%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$76.04 - $76.04 $4.05 Million - $4.05 Million	-53,229 Reduced 67.33%	25,833 $1.96 Million
Q2 2024 Aug 09, 2024	BUY	$73.08 - $78.4 $587,490 - $630,257	8,039 Added 11.32%	79,062 $6.05 Million
Q1 2024 Apr 26, 2024	BUY	$71.59 - $76.36 $1.49 Million - $1.59 Million	20,861 Added 41.59%	71,023 $5.42 Million
Q4 2023 Feb 07, 2024	BUY	$66.22 - $72.3 $3.32 Million - $3.63 Million	50,162 New	50,162 $3.61 Million
Q2 2022 Jul 15, 2022	BUY	N/A	3,612 New	3,612 $261,000
Q2 2018 Dec 07, 2018	SELL	N/A	-346 Closed	0 $0
Q1 2018 May 17, 2018	BUY	N/A	346 New	346 $18,000

Others Institutions Holding XLP

# of Institutions

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Mc Kinley Carter Wealth Services, Inc. Consumer Staples Sector Spdr Transaction History