Narus Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.79M	Sell	2,751 -273	-9%	-$186K	0.47%	39
2025 Q4	$2.06M	Sell	3,024 -71	-2%	-$48K	0.57%	34
2025 Q3	$2.06M	Buy	3,095 +224	+8%	+$144K	0.56%	37
2025 Q2	$1.77M	Buy	2,871 +35	+1%	+$20K	0.55%	38
2025 Q1	$1.59M	Buy	2,836 +264	+10%	+$155K	0.54%	40
2024 Q4	$1.51M	Buy	2,572 +39	+2%	+$23K	0.51%	40
2024 Q3	$1.45M	Sell	2,533 -57	-2%	-$31.5K	0.52%	40
2024 Q2	$1.41M	Buy	2,590 +9	+0.3%	+$4.71K	0.57%	38
2024 Q1	$1.35M	Sell	2,581 -195	-7%	-$97.1K	0.58%	37
2023 Q4	$1.32M	Buy	2,776 +40	+1%	+$17.8K	0.64%	32
2023 Q3	$1.17M	Buy	2,736 +35	+1%	+$15.6K	0.6%	31
2023 Q2	$1.2M	Buy	2,701 +182	+7%	+$76.4K	0.62%	31
2023 Q1	$1.03M	Buy	2,519 +5	+0.2%	+$2K	0.56%	33
2022 Q4	$962K	Sell	2,514 -150	-6%	-$57.7K	0.56%	33
2022 Q3	$952K	Buy	2,664 +245	+10%	+$97.3K	0.6%	27
2022 Q2	$913K	Sell	2,419 -1	-0%	-$410	0.58%	33
2022 Q1	$1.09M	Buy	+2,420	New	+$1.08M	0.61%	29
2021 Q1	$799K	Buy	+2,016	New	+$777K	0.48%	30
2017 Q3	$319K	Buy	1,268 +1	+0.1%	+$247	0.28%	54
2017 Q2	$306K	Sell	1,267 -13	-1%	-$3.12K	0.28%	54
2017 Q1	$302K	Sell	1,280 -451	-26%	-$105K	0.29%	47
2016 Q4	$387K	Buy	+1,731	New	+$378K	0.41%	37

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Narus Financial Partners's SPY Position: Q1 2026 in Review

Narus Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9% in Q1 2026, selling an estimated $186K and leaving 2,751 shares worth $1.79M. The position accounts for 0.47% of the portfolio, ranked #39.

Narus Financial Partners first reported a position in SPY in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Narus Financial Partners held 2,751 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q1 2026.
Narus Financial Partners sold 273 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $186K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Narus Financial Partners's portfolio in Q1 2026, its #39 holding.
Narus Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 22 quarters since.
Narus Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.