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

Allen Mooney & Barnes Investment Advisors LLC

$521 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 23, 2024	SELL	$121.18 - $151.01 $398,318 - $496,369	-3,287 Closed	0 $0
Q4 2022 May 23, 2024	BUY	$119.89 - $136.15 $394,078 - $447,525	3,287 New	3,287 $409 Million
Q3 2022 May 23, 2024	BUY	N/A	5 Added 0.15%	3,281 $390 Million
Q2 2022 May 23, 2024	SELL	N/A	-304 Reduced 8.49%	3,276 $416 Million
Q1 2022 May 23, 2024	BUY	N/A	3,580 New	3,580 $569 Million

Others Institutions Holding XLK

# of Institutions

2,113

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.03 Billion
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$2.5 Billion
0.54% of portfolio
Morgan Stanley New York, NY

8.99M
Shares

$2.11 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

6.86M
Shares

$1.61 Billion
0.78% of portfolio
Ubs Group Ag

5.08M
Shares

$1.19 Billion
0.27% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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