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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Global Retirement Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
100,663
Value
$75.2M
% of portfolio
1.1%
Quarters held
20
Since Q1 2021
Holdings of SPY by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100,663$75.2M1.1%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 202597,919$66.8M1.2%+3,369+3.6%AddedHolders
Q3 202594,550$63.0M1.4%+1,309+1.4%AddedHolders
Q2 202593,241$57.6M1.4%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202493,067$54.5M1.6%−5,307−5.4%ReducedHolders
Q3 202498,374$56.4M1.7%−14,161−12.6%ReducedHolders
Q2 2024112,535$61.2M1.9%−2,561−2.2%ReducedHolders
Q1 2024115,096$60.2M2.2%+6,701+6.2%AddedHolders
Q4 2023108,395$51.5M2.2%+6,566+6.4%AddedHolders
Q3 2023101,829$43.2M2.2%+2,445+2.5%AddedHolders
Q2 202399,384$44.1M2.2%+717+0.7%AddedHolders
Q1 202398,667$40.3M2.1%−42,325−30.0%ReducedHolders
Q4 2022140,992$53.9M3.7%+45,082+47.0%AddedHolders
Q3 202295,910$37.0M2.8%−3,962−4.0%ReducedHolders
Q2 202299,872$37.7M3.0%−708−0.7%ReducedHolders
Q1 2022100,580$39.6M3.1%+7,090+7.6%AddedHolders
Q4 202193,490$44.4M34.4%+7,584+8.8%AddedHolders
Q3 202185,906$36.9M3.6%+1,200+1.4%AddedHolders
Q2 202184,706$36.3M3.7%+3,930+4.9%AddedHolders
Q1 202180,776$32.0M3.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.