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

Allen Mooney & Barnes Investment Advisors LLC

$521 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 May 23, 2024	SELL	N/A	-1,575 Closed	0 $0
Q1 2022 May 23, 2024	BUY	N/A	1,575 New	1,575 $202 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

70.3M

Call Options Held

99.8K

Put Options Held

17.5K

Bank Of America Corp Charlotte, NC

8.05M
Shares

$1.02 Billion
0.1% of portfolio
Morgan Stanley New York, NY

4.78M
Shares

$606 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.95M
Shares

$373 Million
0.21% of portfolio
Royal Bank Of Canada Toronto, A6

2.5M
Shares

$317 Million
0.08% of portfolio
Joel Isaacson & Co., LLC

2.39M
Shares

$302 Million
17.23% of portfolio

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