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Barber Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Barber Financial Group’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-33,580
Closed -$3.18M – 150
2019
Q4 		$3.18M Sell
33,580
-7,584
-18% -$693K 0.64% 39
2019
Q3 		$3.65M Sell
41,164
-91,329
-69% -$8M 0.78% 31
2019
Q2 		$11.4M Buy
+132,493
New +$11.2M 2.67% 11

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

Barber Financial Group's QUS Position: Q1 2020 in Review

Barber Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2020, closing a stake of 33,580 shares — an estimated $3.18M sold.

Barber Financial Group first reported a position in QUS in Q2 2019 and held it in 3 quarters. The position peaked at $11.4M in Q2 2019. 89 funds tracked by Wall St. Rank hold QUS as of Q1 2020.

  • Barber Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
  • Barber Financial Group sold 33,580 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2020, an estimated $3.18M.
  • Barber Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2019 and held it in 3 quarters.
  • Barber Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $11.4M in Q2 2019.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.