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 $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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.