Allen Mooney & Barnes Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 May 23, 2024	BUY	$140.01 - $172.97 $140 - $172	1 Added 0.06%	1,635 $233 Million
Q2 2022 May 23, 2024	SELL	$134.63 - $189.39 $80,778 - $113,633	-600 Reduced 26.86%	1,634 $225 Million
Q1 2022 May 23, 2024	BUY	$163.19 - $210.31 $364,566 - $469,832	2,234 New	2,234 $413 Million

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

19M
Shares

$4.44 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$1.01 Billion
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$799 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$659 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$606 Million
0.17% of portfolio

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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