GRP
SPYV icon

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
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 		$4.17M 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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's SPYV Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q4 2025, buying an estimated $247K and bringing the position to 402,648 shares worth $22.9M. The position accounts for 0.41% of the portfolio, ranked #50.

Global Retirement Partners first reported a position in SPYV in Q1 2019 and has held it in 26 quarters since. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Global Retirement Partners held 402,648 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $22.9M as of Q4 2025.
  • Global Retirement Partners bought 4,391 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $247K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.41% of Global Retirement Partners's portfolio in Q4 2025, its #50 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 26 quarters since.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.