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

Global Retirement Partners’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.6M	Buy	550,217 +124,716	+29%	+$7.8M	0.47%	46
2026 Q2	$25.9M	Buy	+425,501	New	+$25.5M	0.4%	52
2025 Q4	$22.9M	Buy	402,648 +4,391	+1%	+$247K	0.41%	50
2025 Q3	$22M	Sell	398,257 -14,507	-4%	-$781K	0.49%	38
2025 Q2	$21.6M	Buy	+412,764	New	+$20.6M	0.54%	37
2024 Q4	$19.9M	Buy	389,150 +37,031	+11%	+$1.97M	0.57%	32
2024 Q3	$18.6M	Sell	352,119 -35,649	-9%	-$1.81M	0.56%	33
2024 Q2	$18.9M	Sell	387,768 -8,865	-2%	-$433K	0.59%	33
2024 Q1	$19.9M	Buy	396,633 +30,487	+8%	+$1.45M	0.74%	26
2023 Q4	$16.9M	Buy	366,146 +79,456	+28%	+$3.43M	0.71%	25
2023 Q3	$11.7M	Buy	286,690 +46,964	+20%	+$2.03M	0.59%	31
2023 Q2	$10.4M	Buy	239,726 +12,416	+5%	+$513K	0.51%	35
2023 Q1	$9.21M	Buy	227,310 +34,686	+18%	+$1.41M	0.49%	36
2022 Q4	$7.49M	Buy	192,624 +11,879	+7%	+$455K	0.51%	32
2022 Q3	$6.94M	Buy	180,745 +67,365	+59%	+$2.56M	0.53%	31
2022 Q2	$4.18M	Buy	113,380 +45,455	+67%	+$1.8M	0.34%	68
2022 Q1	$2.66M	Buy	+67,925	New	+$2.8M	0.21%	110
2021 Q4	–	Sell	-44,714	Closed	-$1.74M	–	1585
2021 Q3	$1.74M	Buy	44,714 +5,034	+13%	+$201K	0.17%	129
2021 Q2	$1.57M	Buy	39,680 +8,386	+27%	+$332K	0.16%	133
2021 Q1	$1.19M	Sell	31,294 -6,640	-18%	-$240K	0.14%	144
2020 Q4	$1.3M	Buy	37,934 +406	+1%	+$13.2K	0.16%	127
2020 Q3	$1.13M	Buy	37,528 +4,205	+13%	+$128K	0.17%	134
2020 Q2	$966K	Buy	33,323 +30,593	+1,121%	+$872K	0.15%	136
2020 Q1	$71K	Buy	2,730 +1,824	+201%	+$58.2K	0.01%	495
2019 Q4	$32K	Buy	906 +423	+88%	+$14.1K	﹤0.01%	779
2019 Q3	$15K	Buy	483 +394	+443%	+$12.4K	﹤0.01%	1018
2019 Q2	$3K	Buy	89 +67	+305%	+$2.06K	﹤0.01%	1399
2019 Q1	$1K	Buy	+22	New	+$648	﹤0.01%	1483

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Global Retirement Partners's SPYV Position: Q3 2026 in Review

Global Retirement Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q3 2026, buying an estimated $7.8M and bringing the position to 550,217 shares worth $33.6M. The position accounts for 0.47% of the portfolio, ranked #46.

Global Retirement Partners first reported a position in SPYV in Q1 2019 and has held it in 28 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Global Retirement Partners held 550,217 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $33.6M as of Q3 2026.
Global Retirement Partners bought 124,716 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $7.8M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.47% of Global Retirement Partners's portfolio in Q3 2026, its #46 holding.
Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 28 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.