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Allen Mooney & Barnes Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Sell
4,104
-402
-9% -$20.9K 0.03% 145
2026
Q1 		$222K Buy
4,506
+15
+0.3% +$782 0.03% 154
2025
Q4 		$246K Buy
4,491
+86
+2% +$4.58K 0.04% 141
2025
Q3 		$237K Buy
4,405
+7
+0.2% +$371 0.04% 139
2025
Q2 		$230K Buy
4,398
+7
+0.2% +$346 0.04% 141
2025
Q1 		$219K Sell
4,391
-3
-0.1% -$150 0.04% 145
2024
Q4 		$212K Sell
4,394
-48
-1% -$2.32K 0.04% 144
2024
Q3 		$201K Sell
4,442
-6,856
-61% -$299K 0.03% 150
2024
Q2 		$464K Sell
11,298
-12
-0.1% -$494 0.08% 105
2024
Q1 		$459K Buy
11,310
+26
+0.2% +$1.03K 0.09% 110
2023
Q4 		$424K Buy
11,284
+42
+0.4% +$1.45K 0.08% 107
2023
Q3 		$373K Buy
11,242
+95
+0.9% +$3.27K 0.08% 104
2023
Q2 		$376K Sell
11,147
-191
-2% -$6.23K 0.08% 102
2023
Q1 		$365K Buy
11,338
+38
+0.3% +$1.32K 0.09% 100
2022
Q4 		$386K Sell
11,300
-165
-1% -$5.58K 0.09% 98
2022
Q3 		$348K Sell
11,465
-146
-1% -$4.83K 0.09% 102
2022
Q2 		$365K Sell
11,611
-1,787
-13% -$61.8K 0.09% 106
2022
Q1 		$513K Buy
+13,398
New +$524K 0.11% 95

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.9% in Q2 2026, selling an estimated $20.9K and leaving 4,104 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #145.

Allen Mooney & Barnes Investment Advisors first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $513K in Q1 2022. 967 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,104 shares of State Street Financial Select Sector SPDR ETF worth $220K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 402 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $513K in Q1 2022.
  • 967 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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