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

Barber Financial Group’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-319,490
Closed -$21.8M – 145
2018
Q3 		$21.8M Buy
+319,490
New +$22.1M 5.24% 7
2018
Q2 		– Sell
-259,974
Closed -$16.1M – 139
2018
Q1 		$16.1M Buy
+259,974
New +$16.4M 4.26% 4

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Barber Financial Group's SLYV Position: Q4 2018 in Review

Barber Financial Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 319,490 shares — an estimated $21.8M sold.

Barber Financial Group first reported a position in SLYV in Q1 2018 and held it in 2 quarters. The position peaked at $21.8M in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • Barber Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Barber Financial Group sold 319,490 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $21.8M.
  • Barber Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • Barber Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $21.8M in Q3 2018.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on Barber Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.