Kavar Capital Partners Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
7,888
| – | – | 0.05% | 144 |
|
|
2025
Q1 | $322K | Hold |
7,888
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $354K | Hold |
7,888
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $359K | Hold |
7,888
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $328K | Sell |
7,888
-600
| -7% | -$24.9K | 0.06% | 127 |
|
|
2024
Q1 | $365K | Sell |
8,488
-8,488
| -50% | -$365K | 0.07% | 124 |
|
|
2023
Q4 | $716K | Buy |
16,976
+8,488
| +100% | +$358K | 0.08% | 116 |
|
|
2023
Q3 | $313K | Hold |
8,488
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $330K | Buy |
+8,488
| New | +$330K | 0.07% | 118 |
|
|
2022
Q2 | – | Sell |
-5,420
| Closed | -$228K | – | 178 |
|
|
2022
Q1 | $228K | Hold |
5,420
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $242K | Hold |
5,420
| – | – | 0.05% | 147 |
|
|
2021
Q3 | $231K | Sell |
5,420
-1,375
| -20% | -$58.6K | 0.05% | 154 |
|
|
2021
Q2 | $299K | Buy |
6,795
+100
| +1% | +$4.4K | 0.07% | 130 |
|
|
2021
Q1 | $283K | Hold |
6,695
| – | – | 0.08% | 122 |
|
|
2020
Q4 | $240K | Buy |
+6,695
| New | +$240K | 0.07% | 139 |
|
|
2019
Q3 | – | Sell |
-1,910
| Closed | -$59K | – | 404 |
|
|
2019
Q2 | $59K | Buy |
+1,910
| New | +$59K | 0.02% | 210 |
|