NFP
SPYM

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

Narus Financial Partners’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 		$2.63M Buy
29,904
+607
+2% +$51.8K 0.68% 25
2026
Q1 		$2.24M Buy
29,297
+85
+0.3% +$6.8K 0.59% 30
2025
Q4 		$2.34M Buy
29,212
+167
+0.6% +$13.3K 0.65% 28
2025
Q3 		$2.28M Buy
29,045
+913
+3% +$68.9K 0.62% 30
2025
Q2 		$2.04M Buy
28,132
+1,121
+4% +$75.4K 0.64% 32
2025
Q1 		$1.78M Buy
27,011
+633
+2% +$43.8K 0.6% 36
2024
Q4 		$1.82M Buy
26,378
+1,072
+4% +$74.3K 0.62% 36
2024
Q3 		$1.71M Buy
25,306
+351
+1% +$22.8K 0.61% 35
2024
Q2 		$1.6M Buy
24,955
+167
+0.7% +$10.3K 0.64% 33
2024
Q1 		$1.53M Sell
24,788
-383
-2% -$22.4K 0.65% 33
2023
Q4 		$1.41M Buy
25,171
+1,575
+7% +$82.5K 0.68% 27
2023
Q3 		$1.19M Buy
23,596
+143
+0.6% +$7.48K 0.61% 30
2023
Q2 		$1.22M Buy
23,453
+1,402
+6% +$69.2K 0.63% 30
2023
Q1 		$1.06M Buy
22,051
+2,048
+10% +$96.1K 0.58% 31
2022
Q4 		$900K Sell
20,003
-358
-2% -$16.2K 0.52% 35
2022
Q3 		$855K Sell
20,361
-101
-0.5% -$4.72K 0.54% 31
2022
Q2 		$907K Sell
20,462
-5,235
-20% -$252K 0.58% 34
2022
Q1 		$1.37M Buy
+25,697
New +$1.35M 0.76% 19
2021
Q1 		$1.01M Buy
+21,619
New +$980K 0.6% 20
2019
Q4 		$581K Sell
15,373
-146
-0.9% -$5.28K 0.41% 28
2019
Q3 		$541K Buy
15,519
+1,376
+10% +$47.8K 0.4% 26
2019
Q2 		$489K Buy
+14,143
New +$479K 0.38% 32

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Narus Financial Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q2 2026, buying an estimated $51.8K and bringing the position to 29,904 shares worth $2.63M. The position accounts for 0.68% of the portfolio, ranked #25.

Narus Financial Partners first reported a position in SPYM in Q2 2019 and has held it in 22 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Narus Financial Partners held 29,904 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.63M as of Q2 2026.
  • Narus Financial Partners bought 607 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $51.8K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.68% of Narus Financial Partners's portfolio in Q2 2026, its #25 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 22 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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