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 4,442 shares of XLF stock, worth $225,342. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,442
Previous 11,298 60.68%
Holding current value
$225,342
Previous $464 Million 56.66%
% of portfolio
0.03%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
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More about XLF
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