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

Allen Mooney & Barnes Investment Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,574	Closed	-$409K	–	135
2022 Q4	$409K	Buy	6,574 +12	+0.2%	+$762	0.1%	93
2022 Q3	$390K	Buy	6,562 +10	+0.2%	+$682	0.1%	92
2022 Q2	$416K	Sell	6,552 -608	-8%	-$42.4K	0.11%	92
2022 Q1	$569K	Buy	+7,160	New	+$562K	0.13%	90

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's XLK Position: Q1 2023 in Review

Allen Mooney & Barnes Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 6,574 shares — an estimated $409K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in XLK in Q1 2022 and held it in 4 quarters. The position peaked at $569K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Allen Mooney & Barnes Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 6,574 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $409K.
Allen Mooney & Barnes Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Allen Mooney & Barnes Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $569K in Q1 2022.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q1 2023, filed 23 May 2024.