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

Barber Financial Group, Inc.

$567 Million
Q1 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-18,416 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-6,777 Reduced 26.9%	18,416 $1.64 Million
Q4 2017 Feb 05, 2018	BUY	N/A	25,193	25,193 $2.3 Million

Others Institutions Holding SMLV

# of Institutions

83

Shares Held

830K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

166K
Shares

$20.9 Million
0.3% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$11.2 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$8.69 Million
3.56% of portfolio
Kestra Advisory Services, LLC

48.2K
Shares

$6.09 Million
0.03% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$5.92 Million
0.02% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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