Kavar Capital Partners Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24M	Buy	29,331 +2	+0%	+$160	0.28%	73
2025 Q4	$2.35M	Buy	29,329 +3	+0%	+$239	0.32%	62
2025 Q3	$2.3M	Buy	29,326 +201	+0.7%	+$15.2K	0.31%	70
2025 Q2	$2.12M	Hold	29,125	–	–	0.3%	74
2025 Q1	$1.92M	Buy	29,125 +190	+0.7%	+$13.1K	0.32%	73
2024 Q4	$1.99M	Buy	28,935 +225	+0.8%	+$15.6K	0.34%	67
2024 Q3	$1.94M	Sell	28,710 -1,850	-6%	-$120K	0.31%	77
2024 Q2	$1.96M	Sell	30,560 -1,000	-3%	-$61.6K	0.35%	68
2024 Q1	$1.94M	Sell	31,560 -34,810	-52%	-$2.04M	0.36%	69
2023 Q4	$3.71M	Buy	66,370 +32,685	+97%	+$1.71M	0.41%	64
2023 Q3	$1.69M	Hold	33,685	–	–	0.37%	69
2023 Q2	$1.76M	Buy	33,685 +11,785	+54%	+$582K	0.37%	69
2023 Q1	$1.05M	Sell	21,900 -1,415	-6%	-$66.4K	0.23%	84
2022 Q4	$1.05M	Sell	23,315 -1,000	-4%	-$45.2K	0.24%	81
2022 Q3	$1.02M	Hold	24,315	–	–	0.26%	82
2022 Q2	$1.08M	Hold	24,315	–	–	0.25%	80
2022 Q1	$1.29M	Sell	24,315 -475	-2%	-$24.9K	0.28%	82
2021 Q4	$1.38M	Hold	24,790	–	–	0.29%	78
2021 Q3	$1.25M	Hold	24,790	–	–	0.29%	82
2021 Q2	$1.25M	Buy	24,790 +210	+0.9%	+$10.3K	0.3%	82
2021 Q1	$1.15M	Sell	24,580 -2,600	-10%	-$118K	0.31%	79
2020 Q4	$1.2M	Hold	27,180	–	–	0.34%	72
2020 Q3	$1.07M	Sell	27,180 -1,110	-4%	-$43.2K	0.36%	69
2020 Q2	$1.03M	Buy	28,290 +6,000	+27%	+$206K	0.39%	68
2020 Q1	$674K	Buy	22,290 +1,890	+9%	+$67.8K	0.32%	74
2019 Q4	$772K	Buy	20,400 +8,785	+76%	+$318K	0.29%	74
2019 Q3	$405K	Buy	11,615 +9,490	+447%	+$330K	0.16%	93
2019 Q2	$73K	Buy	+2,125	New	+$72K	0.03%	191