Number of Shares
632,373.00
Current Holdings Value*
$31.89 Mil
% of Portfolio
5.62%
Total Estimate Gain
$28.37 Mil
% of Total Estimate Gain
38.52%

Barber Financial Group, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2023-03-31, Barber Financial Group, Inc. held 632,373.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $31.89 Mil. This investment constitutes 5.62% of their stock portfolio, and Barber Financial Group, Inc. now holds 0.54% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2018Q3. And since then Barber Financial Group, Inc. has made 9 purchases of SPTM, at an average price of $41.61, for a total of 1.77 Mil shares. In addition, there have been 10 sales at an average price of $46.95 for 1.14 Mil shares. Based on historical transaction data and SPTM's current price of $76.88, Barber Financial Group, Inc.'s estimated gain on his SPTM holdings is $28.37 Mil, reflecting a 38.52% gain to date.

Barber Financial Group, Inc. SPTM ($76.88) Holding Chart

Barber Financial Group, Inc. SPTM ($76.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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