Barber Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,111	Closed	-$250K	–	161
2019 Q4	$250K	Buy	8,111 +2	+0%	+$59	0.05%	127
2019 Q3	$227K	Buy	8,109 +3	+0%	+$83	0.05%	128
2019 Q2	$224K	Buy	8,106 +210	+3%	+$5.69K	0.05%	127
2019 Q1	$203K	Buy	+7,896	New	+$204K	0.04%	127
2018 Q4	–	Sell	-7,891	Closed	-$218K	–	150
2018 Q3	$218K	Buy	7,891 +2	+0%	+$56	0.05%	121
2018 Q2	$210K	Buy	7,889 +2	+0%	+$55	0.06%	111
2018 Q1	$217K	Buy	7,887 +2	+0%	+$58	0.06%	114
2017 Q4	$220K	Sell	7,885 -998	-11%	-$26.9K	0.06%	110
2017 Q3	$230K	Buy	8,883 +2	+0%	+$50	0.07%	90
2017 Q2	$219K	Buy	8,881 +1	+0%	+$24	0.07%	77
2017 Q1	$211K	Buy	+8,880	New	+$213K	0.07%	77

Other funds holding XLF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barber Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 8,111 shares — an estimated $250K sold.

Barber Financial Group first reported a position in XLF in Q1 2017 and held it in 11 quarters. The position peaked at $250K in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Barber Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 8,111 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $250K.
Barber Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 11 quarters.
Barber Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $250K in Q4 2019.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

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