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

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 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	$116.56 - $136.15 $383,132 - $447,525	3,287 New	3,287 $409 Million
Q3 2022 May 23, 2024	BUY	$118.78 - $151.56 $593 - $757	5 Added 0.15%	3,281 $390 Million
Q2 2022 May 23, 2024	SELL	$123.49 - $161.47 $37,540 - $49,086	-304 Reduced 8.49%	3,276 $416 Million
Q1 2022 May 23, 2024	BUY	$141.39 - $175.52 $506,176 - $628,361	3,580 New	3,580 $569 Million

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.96 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.52 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.26 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.64 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.29 Billion
0.33% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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