Kavar Capital Partners Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kavar Capital Partners Group’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	17,513 +1	+0%	+$64	0.15%	93
2026 Q1	$1.04M	Hold	17,512	–	–	0.13%	101
2025 Q4	$1.01M	Hold	17,512	–	–	0.14%	98
2025 Q3	$1M	Buy	17,512 +5	+0%	+$282	0.13%	100
2025 Q2	$952K	Hold	17,507	–	–	0.14%	102
2025 Q1	$896K	Buy	17,507 +20	+0.1%	+$1.09K	0.15%	95
2024 Q4	$956K	Hold	17,487	–	–	0.16%	93
2024 Q3	$956K	Sell	17,487 -165	-0.9%	-$8.72K	0.15%	97
2024 Q2	$906K	Hold	17,652	–	–	0.16%	91
2024 Q1	$942K	Sell	17,652 -17,238	-49%	-$857K	0.17%	91
2023 Q4	$1.7M	Buy	34,890 +16,792	+93%	+$748K	0.19%	84
2023 Q3	$793K	Buy	18,098 +10,266	+131%	+$472K	0.17%	90
2023 Q2	$359K	Hold	7,832	–	–	0.08%	113
2023 Q1	$344K	Sell	7,832 -112	-1%	-$5.01K	0.07%	123
2022 Q4	$338K	Buy	+7,944	New	+$337K	0.08%	112
2022 Q2	–	Sell	-4,832	Closed	-$228K	–	177
2022 Q1	$228K	Hold	4,832	–	–	0.05%	139
2021 Q4	$240K	Hold	4,832	–	–	0.05%	149
2021 Q3	$223K	Hold	4,832	–	–	0.05%	157
2021 Q2	$228K	Buy	4,832 +76	+2%	+$3.61K	0.06%	138
2021 Q1	$218K	Buy	+4,756	New	+$209K	0.06%	131
2019 Q3	–	Sell	-778	Closed	-$27K	–	402
2019 Q2	$27K	Buy	+778	New	+$26.2K	0.01%	280

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Kavar Capital Partners Group's SPMD Position: Q2 2026 in Review

Kavar Capital Partners Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.01% in Q2 2026, buying an estimated $64 and bringing the position to 17,513 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #93.

Kavar Capital Partners Group first reported a position in SPMD in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.7M in Q4 2023. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kavar Capital Partners Group held 17,513 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.18M as of Q2 2026.
Kavar Capital Partners Group bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Kavar Capital Partners Group's portfolio in Q2 2026, its #93 holding.
Kavar Capital Partners Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 21 quarters since.
Kavar Capital Partners Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.7M in Q4 2023.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.