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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.58M	Buy	29,333 +2	+0%	+$171	0.32%	66
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

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Kavar Capital Partners Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.01% in Q2 2026, buying an estimated $171 and bringing the position to 29,333 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #66.

Kavar Capital Partners Group first reported a position in SPYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.71M in Q4 2023. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kavar Capital Partners Group held 29,333 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.58M as of Q2 2026.
Kavar Capital Partners Group bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $171.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of Kavar Capital Partners Group's portfolio in Q2 2026, its #66 holding.
Kavar Capital Partners Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
Kavar Capital Partners Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.71M in Q4 2023.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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