Barber Financial Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Barber Financial Group’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,468	Closed	-$224K	–	128
2020 Q1	$224K	Sell	2,468 -54,023	-96%	-$5.9M	0.07%	96
2019 Q4	$6.45M	Buy	56,491 +24,006	+74%	+$2.69M	1.31%	21
2019 Q3	$3.62M	Sell	32,485 -106,491	-77%	-$11.7M	0.77%	33
2019 Q2	$15M	Buy	138,976 +33,844	+32%	+$3.52M	3.5%	5
2019 Q1	$10.6M	Buy	+105,132	New	+$10.1M	2.07%	10

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Barber Financial Group's LGLV Position: Q2 2020 in Review

Barber Financial Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 2,468 shares — an estimated $224K sold.

Barber Financial Group first reported a position in LGLV in Q1 2019 and held it in 5 quarters. The position peaked at $15M in Q2 2019. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Barber Financial Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Barber Financial Group sold 2,468 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $224K.
Barber Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 5 quarters.
Barber Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $15M in Q2 2019.
121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Barber Financial Group's 13F filing for Q2 2020, filed 31 Jul 2020.