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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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