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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Buy	8,324 +507	+6%	+$30.3K	0.13%	108
2026 Q1	$442K	Buy	7,817 +168	+2%	+$9.75K	0.12%	107
2025 Q4	$435K	Buy	7,649 +68	+0.9%	+$3.82K	0.12%	104
2025 Q3	$419K	Sell	7,581 -278	-4%	-$15K	0.11%	107
2025 Q2	$411K	Buy	7,859 +56	+0.7%	+$2.8K	0.13%	96
2025 Q1	$398K	Buy	7,803 +360	+5%	+$18.7K	0.14%	92
2024 Q4	$381K	Buy	7,443 +528	+8%	+$28.1K	0.13%	102
2024 Q3	$366K	Sell	6,915 -331	-5%	-$16.8K	0.13%	104
2024 Q2	$353K	Buy	7,246 +197	+3%	+$9.63K	0.14%	99
2024 Q1	$353K	Buy	7,049 +187	+3%	+$8.91K	0.15%	102
2023 Q4	$320K	Sell	6,862 -166	-2%	-$7.16K	0.15%	97
2023 Q3	$290K	Sell	7,028 -892	-11%	-$38.6K	0.15%	90
2023 Q2	$342K	Sell	7,920 -5,533	-41%	-$228K	0.18%	77
2023 Q1	$548K	Buy	13,453 +385	+3%	+$15.6K	0.3%	64
2022 Q4	$508K	Buy	13,068 +829	+7%	+$31.8K	0.29%	59
2022 Q3	$422K	Buy	12,239 +5,679	+87%	+$215K	0.27%	62
2022 Q2	$242K	Buy	+6,560	New	+$260K	0.15%	87

Other funds holding SPYV

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Narus Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.5% in Q2 2026, buying an estimated $30.3K and bringing the position to 8,324 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #108.

Narus Financial Partners first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $548K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Narus Financial Partners held 8,324 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $506K as of Q2 2026.
Narus Financial Partners bought 507 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $30.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Narus Financial Partners's portfolio in Q2 2026, its #108 holding.
Narus Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
Narus Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $548K in Q1 2023.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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