Allen Mooney & Barnes Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$615 Billion
Q1 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 20,487 shares of SPY stock, worth $11.9 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

20,487

Previous 19,632 4.36%

Holding current value

$11.9 Million

Previous $11.5 Billion 0.4%

% of portfolio

1.86%

Previous 1.94%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$551.42 - $612.93 $471,464 - $524,055	855 Added 4.36%	20,487 $11.5 Billion
Q4 2024 Jan 14, 2025	BUY	$567.81 - $607.81 $94,256 - $100,896	166 Added 0.85%	19,632 $11.5 Billion
Q3 2024 Oct 15, 2024	SELL	$517.38 - $573.86 $711,397 - $789,057	-1,375 Reduced 6.6%	19,466 $11.2 Billion
Q2 2024 Jul 11, 2024	SELL	$495.16 - $548.49 $293,134 - $324,706	-592 Reduced 2.76%	20,841 $11.3 Billion
Q1 2024 Apr 12, 2024	SELL	$467.28 - $523.17 $1.57 Million - $1.75 Million	-3,351 Reduced 13.52%	21,433 $11.1 Billion
Q4 2023 Jan 22, 2024	SELL	$410.68 - $476.69 $317,455 - $368,481	-773 Reduced 3.02%	24,784 $11.8 Billion
Q3 2023 Nov 21, 2023	BUY	$425.88 - $457.79 $10.9 Million - $11.7 Million	25,557 New	25,557 $10.9 Billion
Q2 2023 May 23, 2024	SELL	$404.36 - $443.28 $181,557 - $199,032	-449 Reduced 1.77%	24,977 $11.1 Billion
Q1 2023 May 23, 2024	SELL	$379.5 - $416.78 $437,563 - $480,547	-1,153 Reduced 4.34%	25,426 $10.4 Billion
Q4 2022 May 23, 2024	BUY	$357.63 - $407.42 $1.84 Million - $2.1 Million	5,146 Added 24.01%	26,579 $10.2 Billion
Q3 2022 May 23, 2024	SELL	$357.18 - $429.7 $16,430 - $19,766	-46 Reduced 0.17%	26,586 $9.5 Billion
Q2 2022 May 23, 2024	BUY	$365.86 - $456.8 $989,651 - $1.24 Million	2,705 Added 11.31%	26,632 $10 Billion
Q1 2022 May 23, 2024	BUY	$416.25 - $477.71 $1.04 Million - $1.19 Million	2,494 Added 11.64%	23,927 $10.8 Billion

Others Institutions Holding SPY

# of Institutions

5,037

Shares Held

640M

Call Options Held

378M

Put Options Held

673M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Allen Mooney & Barnes Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History