Global Retirement Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $66.8M | Buy |
97,919
+3,369
| +4% | +$2.28M | 1.18% | 9 |
|
|
2025
Q3 | $63M | Buy |
94,550
+1,309
| +1% | +$839K | 1.41% | 8 |
|
|
2025
Q2 | $57.6M | Buy |
+93,241
| New | +$53.3M | 1.43% | 8 |
|
|
2024
Q4 | $54.5M | Sell |
93,067
-5,307
| -5% | -$3.13M | 1.56% | 8 |
|
|
2024
Q3 | $56.4M | Sell |
98,374
-14,161
| -13% | -$7.83M | 1.71% | 8 |
|
|
2024
Q2 | $61.2M | Sell |
112,535
-2,561
| -2% | -$1.34M | 1.92% | 6 |
|
|
2024
Q1 | $60.2M | Buy |
115,096
+6,701
| +6% | +$3.34M | 2.25% | 3 |
|
|
2023
Q4 | $51.5M | Buy |
108,395
+6,566
| +6% | +$2.92M | 2.15% | 4 |
|
|
2023
Q3 | $43.2M | Buy |
101,829
+2,445
| +2% | +$1.09M | 2.18% | 5 |
|
|
2023
Q2 | $44.1M | Buy |
99,384
+717
| +0.7% | +$301K | 2.15% | 4 |
|
|
2023
Q1 | $40.3M | Sell |
98,667
-42,325
| -30% | -$16.9M | 2.14% | 4 |
|
|
2022
Q4 | $53.9M | Buy |
140,992
+45,082
| +47% | +$17.3M | 3.7% | 2 |
|
|
2022
Q3 | $37M | Sell |
95,910
-3,962
| -4% | -$1.57M | 2.8% | 3 |
|
|
2022
Q2 | $37.7M | Sell |
99,872
-708
| -0.7% | -$290K | 3.03% | 2 |
|
|
2022
Q1 | $39.6M | Buy |
100,580
+7,090
| +8% | +$3.16M | 3.11% | 2 |
|
|
2021
Q4 | $44.4M | Buy |
93,490
+7,584
| +9% | +$3.48M | 34.37% | 1 |
|
|
2021
Q3 | $36.9M | Buy |
85,906
+1,200
| +1% | +$529K | 3.65% | 2 |
|
|
2021
Q2 | $36.3M | Buy |
84,706
+3,930
| +5% | +$1.64M | 3.71% | 2 |
|
|
2021
Q1 | $32M | Sell |
80,776
-205
| -0.3% | -$79.1K | 3.75% | 2 |
|
|
2020
Q4 | $30.3M | Buy |
80,981
+41,047
| +103% | +$14.6M | 3.79% | 2 |
|
|
2020
Q3 | $13.4M | Sell |
39,934
-519
| -1% | -$172K | 1.96% | 7 |
|
|
2020
Q2 | $12.5M | Buy |
40,453
+4,014
| +11% | +$1.17M | 1.99% | 6 |
|
|
2020
Q1 | $9.39M | Sell |
36,439
-1,245
| -3% | -$380K | 1.78% | 7 |
|
|
2019
Q4 | $12.1M | Buy |
37,684
+204
| +0.5% | +$62.8K | 1.86% | 4 |
|
|
2019
Q3 | $11.1M | Buy |
37,480
+326
| +0.9% | +$96.3K | 1.83% | 4 |
|
|
2019
Q2 | $10.9M | Buy |
37,154
+986
| +3% | +$284K | 2.08% | 5 |
|
|
2019
Q1 | $10.2M | Sell |
36,168
-5,459
| -13% | -$1.48M | 2.47% | 4 |
|
|
2018
Q4 | $10.4M | Buy |
41,627
+1,127
| +3% | +$304K | 2.66% | 2 |
|
|
2018
Q3 | $11.8M | Buy |
40,500
+550
| +1% | +$157K | 2.66% | 3 |
|
|
2018
Q2 | $10.8M | Sell |
39,950
-1,473
| -4% | -$398K | 2.74% | 3 |
|
|
2018
Q1 | $10.9M | Sell |
41,423
-60,345
| -59% | -$16.5M | 3% | 3 |
|
|
2017
Q4 | $27.2M | Buy |
101,768
+5,067
| +5% | +$1.32M | 7.46% | 2 |
|
|
2017
Q3 | $24.3M | Buy |
96,701
+5,792
| +6% | +$1.43M | 10.04% | 1 |
|
|
2017
Q2 | $22M | Buy |
90,909
+6,524
| +8% | +$1.56M | 10.34% | 1 |
|
|
2017
Q1 | $19.9M | Buy |
84,385
+9,538
| +13% | +$2.22M | 11.12% | 1 |
|
|
2016
Q4 | $16.7M | Buy |
+74,847
| New | +$16.4M | 11.24% | 1 |
|
Other funds holding SPY
Global Retirement Partners's SPY Position: Q4 2025 in Review
Global Retirement Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q4 2025, buying an estimated $2.28M and bringing the position to 97,919 shares worth $66.8M. The position accounts for 1.18% of the portfolio, ranked #9.
Global Retirement Partners first reported a position in SPY in Q4 2016 and has held it in 36 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.
- Global Retirement Partners held 97,919 shares of State Street SPDR S&P 500 ETF Trust worth $66.8M as of Q4 2025.
- Global Retirement Partners bought 3,369 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $2.28M.
- State Street SPDR S&P 500 ETF Trust made up 1.18% of Global Retirement Partners's portfolio in Q4 2025, its #9 holding.
- Global Retirement Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 36 quarters since.
- 4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.