Spdr S&p 500 Etf shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 666.12 |
| 2025-06-30 | $2.0M | 3.3k | 617.86 |
| 2025-03-31 | $1.8M | 3.2k | 559.35 |
| 2024-12-31 | $2.2M | 3.7k | 586.15 |
| 2024-09-30 | $2.1M | 3.7k | 573.78 |
| 2024-06-30 | $1.8M | 3.4k | 544.19 |
| 2024-03-31 | $1.8M | 3.4k | 523.04 |
| 2023-12-31 | $1.6M | 3.4k | 475.28 |
| 2023-09-30 | $1.5M | 3.6k | 427.49 |
| 2023-06-30 | $1.7M | 3.9k | 443.25 |
| 2023-03-31 | $1.6M | 3.9k | 409.37 |
| 2022-12-31 | $1.4M | 3.7k | 382.48 |
| 2022-09-30 | $1.5M | 4.1k | 357.20 |
| 2022-06-30 | $1.6M | 4.2k | 377.30 |
| 2022-03-31 | $1.6M | 3.5k | 451.64 |
| 2021-12-31 | $2.6M | 5.6k | 474.94 |
| 2021-09-30 | $2.8M | 6.6k | 429.14 |
| 2021-06-30 | $2.7M | 6.4k | 428.01 |
| 2021-03-31 | $2.5M | 6.4k | 396.43 |
| 2020-12-31 | $1.8M | 4.9k | 373.90 |
| 2020-09-30 | $1.6M | 4.9k | 334.83 |
| 2020-06-30 | $1.5M | 4.9k | 308.46 |
| 2020-03-31 | $1.0M | 3.9k | 257.80 |
| 2019-12-31 | $680k | 2.1k | 321.67 |
| 2019-09-30 | $645k | 2.2k | 296.69 |
| 2019-06-30 | $647k | 2.2k | 293.16 |
| 2019-03-31 | $672k | 2.4k | 282.47 |
| 2018-12-31 | $648k | 2.6k | 250.10 |
| 2018-09-30 | $775k | 2.7k | 290.70 |
| 2018-06-30 | $706k | 2.6k | 271.12 |
| 2018-03-31 | $820k | 3.1k | 263.24 |
| 2017-12-31 | $903k | 3.4k | 267.00 |
| 2017-09-30 | $888k | 3.5k | 251.34 |
| 2017-06-30 | $821k | 3.4k | 241.90 |
| 2017-03-31 | $837k | 3.6k | 235.77 |
| 2016-12-31 | $785k | 3.5k | 223.46 |
| 2016-09-30 | $744k | 3.4k | 216.34 |
| 2016-06-30 | $720k | 3.4k | 209.36 |
| 2016-03-31 | $467k | 2.3k | 205.64 |
| 2015-12-31 | $463k | 2.3k | 203.87 |
| 2015-09-30 | $286k | 1.5k | 191.56 |
| 2015-06-30 | $843k | 4.1k | 205.96 |
| 2015-03-31 | $315k | 1.5k | 206.15 |
| 2014-12-31 | $616k | 3.0k | 205.61 |
| 2014-09-30 | $230k | 1.2k | 197.09 |
| 2014-06-30 | $228k | 1.2k | 195.54 |
| 2014-03-31 | $227k | 1.2k | 186.83 |
| 2013-12-31 | $213k | 1.2k | 185.06 |
| 2013-09-30 | $212k | 1.3k | 168.25 |
| 2013-06-30 | $209k | 1.3k | 160.15 |
More positions owned by McKinley Carter Wealth Services
View all positions for McKinley Carter Wealth Services