Barber Financial Group, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Barber Financial Group, Inc.

$567 Million
Q1 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$85.62 - $110.58 $211,310 - $272,911	-2,468 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$76.56 - $121.5 $4.14 Million - $6.56 Million	-54,023 Reduced 95.63%	2,468 $224,000
Q4 2019 Feb 21, 2020	BUY	$108.62 - $114.28 $2.61 Million - $2.74 Million	24,006 Added 73.9%	56,491 $6.45 Million
Q3 2019 Nov 06, 2019	SELL	$110.17 - $111.99 $2.52 Million - $2.57 Million	-22,915 Reduced 41.36%	32,485 $3.62 Million
Q3 2019 Nov 05, 2019	SELL	$110.17 - $111.99 $9.21 Million - $9.36 Million	-83,576 Reduced 60.14%	55,400 $6.11 Million
Q2 2019 Aug 09, 2019	BUY	N/A	33,844 Added 32.19%	138,976 $15 Million
Q1 2019 Apr 26, 2019	BUY	N/A	105,132 New	105,132 $0

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$105 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$54.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$47.3 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41.1 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.6 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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