Kavar Capital Partners Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Hold |
17,507
| – | – | 0.14% | 102 |
|
|
2025
Q1 | $896K | Buy |
17,507
+20
| +0.1% | +$1.02K | 0.15% | 95 |
|
|
2024
Q4 | $956K | Hold |
17,487
| – | – | 0.16% | 93 |
|
|
2024
Q3 | $956K | Sell |
17,487
-165
| -0.9% | -$9.02K | 0.15% | 97 |
|
|
2024
Q2 | $906K | Hold |
17,652
| – | – | 0.16% | 91 |
|
|
2024
Q1 | $942K | Sell |
17,652
-17,238
| -49% | -$919K | 0.17% | 91 |
|
|
2023
Q4 | $1.7M | Buy |
34,890
+16,792
| +93% | +$818K | 0.19% | 84 |
|
|
2023
Q3 | $793K | Buy |
18,098
+10,266
| +131% | +$450K | 0.17% | 90 |
|
|
2023
Q2 | $359K | Hold |
7,832
| – | – | 0.08% | 113 |
|
|
2023
Q1 | $344K | Sell |
7,832
-112
| -1% | -$4.92K | 0.07% | 123 |
|
|
2022
Q4 | $338K | Buy |
+7,944
| New | +$338K | 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% | +$3.59K | 0.06% | 138 |
|
|
2021
Q1 | $218K | Buy |
+4,756
| New | +$218K | 0.06% | 131 |
|
|
2019
Q3 | – | Sell |
-778
| Closed | -$27K | – | 402 |
|
|
2019
Q2 | $27K | Buy |
+778
| New | +$27K | 0.01% | 280 |
|