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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.58M	Buy	68,291 +1,054	+2%	+$41.2K	0.45%	30
2022 Q4	$2.49M	Sell	67,237 -9,528	-12%	-$357K	0.69%	21
2022 Q3	$2.62M	Sell	76,765 -288,066	-79%	-$10.9M	0.76%	21
2022 Q2	$13.1M	Sell	364,831 -36,808	-9%	-$1.43M	2.15%	7
2022 Q1	$16.9M	Sell	401,639 -13,017	-3%	-$548K	2.25%	11
2021 Q4	$18.5M	Buy	414,656 +3,227	+0.8%	+$143K	2.23%	12
2021 Q3	$17.5M	Buy	411,429 +32,023	+8%	+$1.37M	2.27%	14
2021 Q2	$16.7M	Buy	379,406 +14,229	+4%	+$618K	2.27%	12
2021 Q1	$15.4M	Sell	365,177 -57,624	-14%	-$2.35M	2.25%	12
2020 Q4	$15.1M	Sell	422,801 -69,668	-14%	-$2.23M	2.76%	10
2020 Q3	$13.5M	Sell	492,469 -46,359	-9%	-$1.29M	2.95%	12
2020 Q2	$14.3M	Buy	538,828 +26,145	+5%	+$642K	3.43%	8
2020 Q1	$11.2M	Buy	512,683 +101,414	+25%	+$2.94M	3.54%	7
2019 Q4	$13.4M	Buy	411,269 +7,987	+2%	+$249K	2.72%	11
2019 Q3	$12.1M	Sell	403,282 -16,678	-4%	-$503K	2.57%	12
2019 Q2	$12.9M	Buy	419,960 +17,499	+4%	+$532K	3.01%	9
2019 Q1	$12.2M	Buy	402,461 +30,535	+8%	+$907K	2.39%	8
2018 Q4	$9.8M	Buy	371,926 +2,344	+0.6%	+$69.1K	2.11%	11
2018 Q3	$12.3M	Buy	369,582 +15,146	+4%	+$504K	2.95%	8
2018 Q2	$11.4M	Sell	354,436 -4,116	-1%	-$130K	3.32%	7
2018 Q1	$10.7M	Buy	+358,552	New	+$10.9M	2.85%	8

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Barber Financial Group's SPSM Position: Q1 2023 in Review

Barber Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q1 2023, buying an estimated $41.2K and bringing the position to 68,291 shares worth $2.58M. The position accounts for 0.45% of the portfolio, ranked #30.

Barber Financial Group first reported a position in SPSM in Q1 2018 and has held it in 21 quarters since. The position peaked at $18.5M in Q4 2021. 476 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

Barber Financial Group held 68,291 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.58M as of Q1 2023.
Barber Financial Group bought 1,054 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $41.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.45% of Barber Financial Group's portfolio in Q1 2023, its #30 holding.
Barber Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 21 quarters since.
Barber Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $18.5M in Q4 2021.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.