Allen Mooney & Barnes Investment Advisors LLC Financial Sector Spdr Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$593 Billion
Q4 2024

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 4,394 shares of XLF stock, worth $227,609. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,394

Previous 4,442 1.08%

Holding current value

$227,609

Previous $201 Million 5.48%

% of portfolio

0.04%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$44.89 - $51.34 $2,154 - $2,464	-48 Reduced 1.08%	4,394 $212 Million
Q3 2024 Oct 15, 2024	SELL	$40.84 - $45.74 $279,999 - $313,593	-6,856 Reduced 60.68%	4,442 $201 Million
Q2 2024 Jul 11, 2024	SELL	$39.59 - $42.49 $475 - $509	-12 Reduced 0.11%	11,298 $464 Million
Q1 2024 Apr 12, 2024	BUY	$37.27 - $42.12 $969 - $1,095	26 Added 0.23%	11,310 $459 Million
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $1,320 - $1,584	42 Added 0.37%	11,284 $424 Million
Q3 2023 Nov 21, 2023	BUY	$33.17 - $35.6 $372,897 - $400,215	11,242 New	11,242 $373 Million
Q2 2023 May 23, 2024	SELL	$31.55 - $33.71 $6,026 - $6,438	-191 Reduced 1.68%	11,147 $376 Million
Q1 2023 May 23, 2024	BUY	$30.98 - $37.0 $1,177 - $1,406	38 Added 0.34%	11,338 $365 Million
Q4 2022 May 23, 2024	SELL	$30.29 - $36.31 $302 - $363	-10 Reduced 0.09%	11,300 $386 Million
Q3 2022 May 23, 2024	SELL	$30.36 - $35.81 $4,432 - $5,228	-146 Reduced 1.26%	11,465 $348 Million
Q2 2022 May 23, 2024	SELL	$30.84 - $38.22 $55,111 - $68,299	-1,787 Reduced 13.34%	11,611 $365 Million
Q1 2022 May 23, 2024	BUY	$35.66 - $41.42 $74,458 - $86,484	2,088 Added 18.46%	13,398 $513 Million

Others Institutions Holding XLF

# of Institutions

2,023

Shares Held

761M

Call Options Held

259M

Put Options Held

341M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Allen Mooney & Barnes Investment Advisors LLC Financial Sector Spdr Transaction History