Kavar Capital Partners Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Buy |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $330K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $240K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $59K | Buy |
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