Number of Shares
138,628.00
Current Holdings Value*
$56.75 Mil
% of Portfolio
10%
Total Estimate Gain
$34.02 Mil
% of Total Estimate Gain
22.00%

Barber Financial Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2023-03-31, Barber Financial Group, Inc. held 138,628.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $56.75 Mil. This investment constitutes 10% of their stock portfolio, and Barber Financial Group, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Barber Financial Group, Inc. has made 10 purchases of SPY, at an average price of $409.04, for a total of 378,058.00 shares. In addition, there have been 9 sales at an average price of $420.74 for 239,430.00 shares. Based on historical transaction data and SPY's current price of $634.21, Barber Financial Group, Inc.'s estimated gain on his SPY holdings is $34.02 Mil, reflecting a 22.00% gain to date.

Barber Financial Group, Inc. SPY ($634.21) Holding Chart

Barber Financial Group, Inc. SPY ($634.21) 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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