Barber Financial Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-194,017	Closed	-$15M	–	153
2019 Q4	$15M	Sell	194,017 -34,931	-15%	-$2.62M	3.04%	9
2019 Q3	$16.8M	Buy	+228,948	New	+$16.9M	3.58%	8

Other funds holding SHE

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Barber Financial Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2020, closing a stake of 194,017 shares — an estimated $15M sold.

Barber Financial Group first reported a position in SHE in Q3 2019 and held it in 2 quarters. The position peaked at $16.8M in Q3 2019. 66 funds tracked by Wall St. Rank hold SHE as of Q1 2020.

Barber Financial Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 194,017 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2020, an estimated $15M.
Barber Financial Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and held it in 2 quarters.
Barber Financial Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $16.8M in Q3 2019.
66 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2020.

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