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Allen Mooney & Barnes Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3M Buy
21,777
+16
+0.1% +$11.6K 2.47% 15
2026
Q1 		$14.2M Buy
21,761
+368
+2% +$250K 2.04% 21
2025
Q4 		$14.6M Buy
21,393
+44
+0.2% +$29.7K 2.2% 20
2025
Q3 		$14.2M Sell
21,349
-236
-1% -$151K 2.22% 18
2025
Q2 		$13.3M Buy
21,585
+1,098
+5% +$628K 2.19% 17
2025
Q1 		$11.5M Buy
20,487
+855
+4% +$503K 1.86% 26
2024
Q4 		$11.5M Buy
19,632
+166
+0.9% +$97.8K 1.94% 19
2024
Q3 		$11.2M Sell
19,466
-1,375
-7% -$760K 1.9% 21
2024
Q2 		$11.3M Sell
20,841
-592
-3% -$310K 2.03% 17
2024
Q1 		$11.1M Sell
21,433
-3,351
-14% -$1.67M 2.13% 15
2023
Q4 		$11.8M Sell
24,784
-773
-3% -$344K 2.24% 15
2023
Q3 		$10.9M Buy
25,557
+580
+2% +$258K 2.33% 12
2023
Q2 		$11.1M Sell
24,977
-449
-2% -$188K 2.45% 11
2023
Q1 		$10.4M Sell
25,426
-1,153
-4% -$460K 2.49% 11
2022
Q4 		$10.2M Sell
26,579
-7
-0% -$2.69K 2.44% 12
2022
Q3 		$9.5M Sell
26,586
-46
-0.2% -$18.3K 2.54% 11
2022
Q2 		$10M Buy
26,632
+2,705
+11% +$1.11M 2.57% 9
2022
Q1 		$10.8M Buy
+23,927
New +$10.7M 2.39% 10

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SPY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q2 2026, buying an estimated $11.6K and bringing the position to 21,777 shares worth $16.3M. The position accounts for 2.47% of the portfolio, ranked #15.

Allen Mooney & Barnes Investment Advisors first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 21,777 shares of State Street SPDR S&P 500 ETF Trust worth $16.3M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 16 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $11.6K.
  • State Street SPDR S&P 500 ETF Trust made up 2.47% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.