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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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