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Global Retirement Partners’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Global Retirement Partners’s Portfolio SPFF Stock Details SPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$614K Buy
65,900
+31,000
+89% +$287K 0.01% 852
2025
Q3 		$322K Buy
34,900
+2,974
+9% +$27.5K 0.01% 951
2025
Q2 		$286K Buy
+31,926
New +$279K 0.01% 928
2024
Q4 		$236K Buy
25,438
+1,006
+4% +$9.71K 0.01% 884
2024
Q3 		$238K Buy
24,432
+1,500
+7% +$14.1K 0.01% 855
2024
Q2 		$211K Buy
22,932
+1
+0% +$9 0.01% 859
2024
Q1 		$217K Hold
22,931
– – 0.01% 765
2023
Q4 		$212K Buy
22,931
+1
+0% +$9 0.01% 740
2023
Q3 		$193K Buy
22,930
+7,000
+44% +$62.4K 0.01% 679
2023
Q2 		$144K Buy
15,930
+3,000
+23% +$27K 0.01% 809
2023
Q1 		$114K Buy
+12,930
New +$128K 0.01% 860
2020
Q4 		– Sell
-5,107
Closed -$57K – 1794
2020
Q3 		$57K Buy
5,107
+43
+0.8% +$472 0.01% 605
2020
Q2 		$53K Buy
5,064
+81
+2% +$844 0.01% 625
2020
Q1 		$48K Sell
4,983
-1,512
-23% -$16.9K 0.01% 577
2019
Q4 		$76K Sell
6,495
-81
-1% -$948 0.01% 546
2019
Q3 		$77K Buy
+6,576
New +$77K 0.01% 530
2019
Q2 		– Sell
-638
Closed -$7K – 1699
2019
Q1 		$7K Hold
638
– – ﹤0.01% 1165
2018
Q4 		$7K Hold
638
– – ﹤0.01% 1077
2018
Q3 		$8K Hold
638
– – ﹤0.01% 1103
2018
Q2 		$8K Sell
638
-850
-57% -$10.1K ﹤0.01% 1071
2018
Q1 		$18K Hold
1,488
– – 0.01% 792
2017
Q4 		$18K Buy
1,488
+11
+0.7% +$136 ﹤0.01% 755
2017
Q3 		$19K Buy
1,477
+11
+0.8% +$140 0.01% 666
2017
Q2 		$19K Buy
1,466
+11
+0.8% +$142 0.01% 620
2017
Q1 		$19K Buy
1,455
+10
+0.7% +$130 0.01% 571
2016
Q4 		$18K Buy
+1,445
New +$18.8K 0.01% 542

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Retirement Partners's SPFF Position: Q4 2025 in Review

Global Retirement Partners increased its Global X SuperIncome Preferred ETF (SPFF) stake by 89% in Q4 2025, buying an estimated $287K and bringing the position to 65,900 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #852.

Global Retirement Partners first reported a position in SPFF in Q4 2016 and has held it in 26 quarters since. 46 funds tracked by Wall St. Rank hold SPFF as of Q4 2025.

  • Global Retirement Partners held 65,900 shares of Global X SuperIncome Preferred ETF worth $614K as of Q4 2025.
  • Global Retirement Partners bought 31,000 Global X SuperIncome Preferred ETF shares in Q4 2025, an estimated $287K.
  • Global X SuperIncome Preferred ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #852 holding.
  • Global Retirement Partners first reported a position in Global X SuperIncome Preferred ETF in Q4 2016 and has held it in 26 quarters since.
  • 46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.