Allen Mooney & Barnes Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,270	Closed	-$233K	–	138
2022 Q3	$233K	Buy	3,270 +2	+0.1%	+$156	0.06%	121
2022 Q2	$225K	Sell	3,268 -1,200	-27%	-$94.5K	0.06%	126
2022 Q1	$413K	Buy	+4,468	New	+$409K	0.09%	110

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

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

Allen Mooney & Barnes Investment Advisors's XLY Position: Q4 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 3,270 shares — an estimated $233K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in XLY in Q1 2022 and held it in 3 quarters. The position peaked at $413K in Q1 2022. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Allen Mooney & Barnes Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 3,270 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $233K.
Allen Mooney & Barnes Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
Allen Mooney & Barnes Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $413K in Q1 2022.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2022, filed 23 May 2024.