Kavar Capital Partners Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455K	Hold	7,897	–	–	0.06%	139
2026 Q1	$382K	Buy	7,897 +1	+0%	+$50	0.05%	149
2025 Q4	$370K	Hold	7,896	–	–	0.05%	134
2025 Q3	$366K	Buy	7,896 +8	+0.1%	+$359	0.05%	141
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%	-$25K	0.06%	127
2024 Q1	$365K	Sell	8,488 -8,488	-50%	-$351K	0.07%	124
2023 Q4	$716K	Buy	16,976 +8,488	+100%	+$320K	0.08%	116
2023 Q3	$313K	Hold	8,488	–	–	0.07%	126
2023 Q2	$330K	Buy	+8,488	New	+$315K	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%	-$58.9K	0.05%	154
2021 Q2	$299K	Buy	6,795 +100	+1%	+$4.34K	0.07%	130
2021 Q1	$283K	Hold	6,695	–	–	0.08%	122
2020 Q4	$240K	Buy	+6,695	New	+$214K	0.07%	139
2019 Q3	–	Sell	-1,910	Closed	-$59K	–	404
2019 Q2	$59K	Buy	+1,910	New	+$58.1K	0.02%	210

Other funds holding SPSM

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kavar Capital Partners Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 7,897 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #139.

Kavar Capital Partners Group first reported a position in SPSM in Q2 2019 and has held it in 20 quarters since. The position peaked at $716K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Kavar Capital Partners Group held 7,897 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $455K as of Q2 2026.
Kavar Capital Partners Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Kavar Capital Partners Group's portfolio in Q2 2026, its #139 holding.
Kavar Capital Partners Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 20 quarters since.
Kavar Capital Partners Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $716K in Q4 2023.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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