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

Global Retirement 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
2023 Q1	–	Sell	-400	Closed	-$2	–	3331
2022 Q4	$2	Buy	+400	New	+$154K	﹤0.01%	3020
2021 Q3	–	Sell	-5,900	Closed	-$1K	–	2053
2021 Q2	$1K	Sell	5,900 -20,500	-78%	-$8.56M	﹤0.01%	1828
2021 Q1	$23K	Buy	26,400 +26,000	+6,500%	+$10M	﹤0.01%	1067
2020 Q4	$1K	Hold	400	–	–	﹤0.01%	1697
2020 Q3	$7K	Sell	400 -100	-20%	-$33.1K	﹤0.01%	1255
2020 Q2	$5K	Sell	500 -119,900	-100%	-$35.1M	﹤0.01%	1304
2020 Q1	$790K	Buy	120,400 +118,000	+4,917%	+$36M	0.15%	140
2019 Q4	$6K	Buy	+2,400	New	+$739K	﹤0.01%	1301

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's SPY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 100,663 shares worth $75.2M. The stake represents 1.15% of the portfolio and ranks #9 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPY as recently as Q4 2025.

Global Retirement Partners first reported a position in SPY in Q4 2016 and has held it in 37 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Global Retirement Partners held 100,663 shares of State Street SPDR S&P 500 ETF Trust worth $75.2M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 1.15% of Global Retirement Partners's portfolio in Q2 2026, 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 37 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.