Mc Kinley Carter Wealth Services, Inc. Select Sector Spdr Fund Health 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 Select Sector Spdr Fund Health stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 126,118 shares of XLV stock, worth $18 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
126,118
Previous 119,045 5.94%
Holding current value
$18 Million
Previous $17.4 Million 11.95%
% of portfolio
1.2%
Previous 1.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$143.3 - $157.24 $1.01 Million - $1.11 Million
7,073 Added 5.94%
126,118 $19.4 Million
Q2 2024

Aug 09, 2024
BUY
$138.43 - $147.09 $591,096 - $628,074
4,270 Added 3.72%
119,045 $17.4 Million
Q1 2024

Apr 26, 2024
BUY
$138.48 - $147.86 $1.26 Million - $1.35 Million
9,134 Added 8.65%
114,775 $17 Million
Q4 2023

Feb 07, 2024
BUY
$123.14 - $136.38 $1.3 Million - $1.44 Million
10,548 Added 11.09%
105,641 $14.4 Million
Q3 2023

Oct 13, 2023
BUY
$128.74 - $136.24 $347,469 - $367,711
2,699 Added 2.92%
95,093 $12.2 Million
Q2 2023

Aug 02, 2023
BUY
$126.74 - $135.66 $11 Million - $11.8 Million
86,899 Added 1581.42%
92,394 $12.3 Million
Q1 2023

Apr 24, 2023
SELL
$124.15 - $135.82 $22,098 - $24,175
-178 Reduced 3.14%
5,495 $711,000
Q4 2022

Feb 07, 2023
BUY
$121.85 - $140.1 $113,564 - $130,573
932 Added 19.66%
5,673 $770,000
Q3 2022

Oct 24, 2022
BUY
$121.11 - $134.29 $300,837 - $333,576
2,484 Added 110.06%
4,741 $574,000
Q2 2022

Jul 15, 2022
BUY
$119.89 - $142.83 $49,994 - $59,560
417 Added 22.66%
2,257 $289,000
Q1 2022

Apr 27, 2022
BUY
$126.55 - $139.44 $232,852 - $256,569
1,840 New
1,840 $252,000

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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