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Barber Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Barber Financial Group’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-313,187
Closed -$16.9M – 147
2018
Q4 		$16.9M Sell
313,187
-19,848
-6% -$1.18M 3.63% 6
2018
Q3 		$22.5M Buy
333,035
+117,977
+55% +$7.93M 5.4% 6
2018
Q2 		$13.6M Buy
+215,058
New +$13.2M 3.94% 4

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barber Financial Group's SLYG Position: Q1 2019 in Review

Barber Financial Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2019, closing a stake of 313,187 shares — an estimated $16.9M sold.

Barber Financial Group first reported a position in SLYG in Q2 2018 and held it in 3 quarters. The position peaked at $22.5M in Q3 2018. 246 funds tracked by Wall St. Rank hold SLYG as of Q1 2019.

  • Barber Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Barber Financial Group sold 313,187 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2019, an estimated $16.9M.
  • Barber Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2018 and held it in 3 quarters.
  • Barber Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $22.5M in Q3 2018.
  • 246 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2019.

Based on Barber Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.