Allen Mooney & Barnes Investment Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 May 23, 2024	SELL	$114.07 - $132.3 $179,660 - $208,372	-1,575 Closed	0 $0
Q1 2022 May 23, 2024	BUY	$121.65 - $130.75 $191,598 - $205,931	1,575 New	1,575 $202 Million

Others Institutions Holding SDY

# of Institutions

1,246

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

Bank Of America Corp Charlotte, NC

7.83M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$657 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.94M
Shares

$414 Million
0.19% of portfolio
Joel Isaacson & Co., LLC

2.46M
Shares

$347 Million
16.92% of portfolio
Royal Bank Of Canada Toronto, A6

2.41M
Shares

$340 Million
0.07% of portfolio

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