GRP
SPYM

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

Global Retirement Partners’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231M Buy
+2,632,322
New +$225M 3.54% 1
2025
Q4 		$190M Buy
2,368,026
+83,430
+4% +$6.64M 3.37% 1
2025
Q3 		$179M Buy
2,284,596
+117,697
+5% +$8.88M 4.01% 1
2025
Q2 		$158M Buy
+2,166,899
New +$146M 3.9% 2
2024
Q4 		$161M Buy
2,340,449
+95,929
+4% +$6.65M 4.62% 1
2024
Q3 		$152M Buy
2,244,520
+175,462
+8% +$11.4M 4.58% 1
2024
Q2 		$132M Buy
2,069,058
+559,083
+37% +$34.4M 4.15% 1
2024
Q1 		$92.9M Buy
1,509,975
+133,310
+10% +$7.81M 3.46% 2
2023
Q4 		$76.9M Buy
1,376,665
+199,731
+17% +$10.5M 3.22% 2
2023
Q3 		$58.8M Buy
1,176,934
+507
+0% +$26.5K 2.96% 2
2023
Q2 		$61.3M Buy
1,176,427
+19,093
+2% +$942K 2.99% 3
2023
Q1 		$55.5M Buy
1,157,334
+560,342
+94% +$26.3M 2.95% 2
2022
Q4 		$26.9M Sell
596,992
-64,972
-10% -$2.94M 1.84% 5
2022
Q3 		$30.1M Buy
661,964
+51,339
+8% +$2.4M 2.28% 5
2022
Q2 		$27.1M Buy
610,625
+45,823
+8% +$2.21M 2.17% 5
2022
Q1 		$26.2M Buy
+564,802
New +$29.6M 2.06% 5
2021
Q4 		– Sell
-464,063
Closed -$23.4M – 1572
2021
Q3 		$23.4M Buy
464,063
+27,326
+6% +$1.42M 2.32% 4
2021
Q2 		$22M Buy
436,737
+4,770
+1% +$234K 2.25% 4
2021
Q1 		$20.1M Buy
431,967
+79,183
+22% +$3.59M 2.36% 3
2020
Q4 		$15.5M Buy
352,784
+349,824
+11,818% +$14.6M 1.94% 6
2020
Q3 		$116K Hold
2,960
– – 0.02% 462
2020
Q2 		$107K Buy
+2,960
New +$102K 0.02% 475
2020
Q1 		– Sell
-181
Closed -$7K – 1680
2019
Q4 		$7K Buy
181
+1
+0.6% +$36 ﹤0.01% 1257
2019
Q3 		$6K Hold
180
– – ﹤0.01% 1267
2019
Q2 		$6K Buy
180
+1
+0.6% +$34 ﹤0.01% 1250
2019
Q1 		$6K Sell
179
-37,947
-100% -$1.21M ﹤0.01% 1209
2018
Q4 		$1.11M Buy
38,126
+6,473
+20% +$204K 0.28% 73
2018
Q3 		$1.08M Buy
31,653
+4,390
+16% +$147K 0.24% 87
2018
Q2 		$869K Sell
27,263
-1,004
-4% -$31.9K 0.22% 93
2018
Q1 		$875K Buy
28,267
+26,996
+2,124% +$863K 0.24% 86
2017
Q4 		$40K Buy
+1,271
New +$38.8K 0.01% 556

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Global Retirement Partners opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,632,322 shares worth $231M. The stake represents 3.54% of the portfolio and ranks #1 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPYM as recently as Q4 2025.

Global Retirement Partners first reported a position in SPYM in Q4 2017 and has held it in 31 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Global Retirement Partners held 2,632,322 shares of State Street SPDR Portfolio S&P 500 ETF worth $231M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.54% of Global Retirement Partners's portfolio in Q2 2026, its #1 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 31 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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