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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-18,416	Closed	-$1.64M	–	140
2018 Q1	$1.64M	Sell	18,416 -6,777	-27%	-$609K	0.43%	50
2017 Q4	$2.3M	Buy	+25,193	New	+$2.42M	0.58%	47

Other funds holding SMLV

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

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

Barber Financial Group's SMLV Position: Q2 2018 in Review

Barber Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2018, closing a stake of 18,416 shares — an estimated $1.64M sold.

Barber Financial Group first reported a position in SMLV in Q4 2017 and held it in 2 quarters. The position peaked at $2.3M in Q4 2017. 57 funds tracked by Wall St. Rank hold SMLV as of Q2 2018.

Barber Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2018 after selling out during the quarter.
Barber Financial Group sold 18,416 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2018, an estimated $1.64M.
Barber Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and held it in 2 quarters.
Barber Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $2.3M in Q4 2017.
57 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2018.

Based on Barber Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.