Kavar Capital Partners Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.78M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $982K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $937K | Hold |
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|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $907K | Hold |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $975K | Hold |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $927K | Sell |
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|
2021
Q1 | $926K | Hold |
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|
2020
Q4 | $874K | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $227K | Hold |
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|
2017
Q2 | $218K | Sell |
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|
2017
Q1 | $217K | Hold |
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|
2016
Q4 | $206K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $244K | Hold |
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|
2016
Q1 | $239K | Sell |
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|
2015
Q4 | $257K | Sell |
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|
2015
Q3 | $256K | Buy |
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|
2015
Q2 | $192K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $208K | Sell |
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|
2013
Q4 | $219K | Buy |
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