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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

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Quarterly reported holdings in Spdr S&p 500 Etf by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf