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 $217,613. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,442
Previous 11,298 60.68%
Holding current value
$217,613
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
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Allen Mooney & Barnes Investment Advisors LLC Portfolio

Follow Allen Mooney & Barnes Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.