Narus Financial Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Narus Financial Partners’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Hold	3,250	–	–	0.09%	135
2026 Q1	$307K	Hold	3,250	–	–	0.08%	132
2025 Q4	$296K	Hold	3,250	–	–	0.08%	137
2025 Q3	$288K	Hold	3,250	–	–	0.08%	139
2025 Q2	$259K	Hold	3,250	–	–	0.08%	127
2025 Q1	$255K	Hold	3,250	–	–	0.09%	122
2024 Q4	$284K	Hold	3,250	–	–	0.1%	120
2024 Q3	$282K	Hold	3,250	–	–	0.1%	121
2024 Q2	$255K	Hold	3,250	–	–	0.1%	121
2024 Q1	$270K	Hold	3,250	–	–	0.12%	118
2023 Q4	$271K	Hold	3,250	–	–	0.13%	110
2023 Q3	$235K	Hold	3,250	–	–	0.12%	107
2023 Q2	$251K	Hold	3,250	–	–	0.13%	102
2023 Q1	$248K	Hold	3,250	–	–	0.13%	99
2022 Q4	$241K	Hold	3,250	–	–	0.14%	105
2022 Q3	$218K	Hold	3,250	–	–	0.14%	105
2022 Q2	$235K	Hold	3,250	–	–	0.15%	92
2022 Q1	$271K	Buy	+3,250	New	+$269K	0.15%	92
2021 Q1	$266K	Buy	+3,250	New	+$250K	0.16%	77
2019 Q4	$210K	Buy	+3,196	New	+$202K	0.15%	76

Other funds holding SLYV

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

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Narus Financial Partners's SLYV Position: Q2 2026 in Review

Narus Financial Partners held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 3,250 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #135.

Narus Financial Partners first reported a position in SLYV in Q4 2019 and has held it in 20 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Narus Financial Partners held 3,250 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $355K as of Q2 2026.
Narus Financial Partners left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of Narus Financial Partners's portfolio in Q2 2026, its #135 holding.
Narus Financial Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.