Barber Financial Group, Inc. Spdr Portfolio Transaction History

Barber Financial Group, Inc.

$567 Million
Q1 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$34.16 - $45.45 $215,310 - $286,471	-6,303 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$31.23 - $45.63 $2.54 Million - $3.71 Million	-81,398 Reduced 92.81%	6,303 $225,000
Q4 2019 Feb 21, 2020	SELL	$37.77 - $42.13 $2.69 Million - $3 Million	-71,160 Reduced 44.79%	87,701 $3.68 Million
Q3 2019 Nov 06, 2019	BUY	$38.67 - $39.55 $2.79 Million - $2.86 Million	72,246 Added 83.41%	158,861 $6.18 Million
Q3 2019 Nov 05, 2019	BUY	$38.67 - $39.55 $250,658 - $256,363	6,482 Added 8.09%	86,615 $3.42 Million
Q2 2019 Aug 09, 2019	BUY	N/A	32,869 Added 69.54%	80,133 $3.1 Million
Q1 2019 Apr 26, 2019	SELL	N/A	-82,594 Reduced 63.6%	47,264 $0
Q4 2018 Jan 24, 2019	BUY	N/A	129,858 New	129,858 $0

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.48 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.73 Billion
3.76% of portfolio
Allworth Financial LP

12.9M
Shares

$1.07 Billion
6.7% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$995 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$618 Million
0.17% of portfolio

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