SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 97,919 Value ($000) $66,773 Avg Close — Range —
Q3 2025
Shares 94,550 Value ($000) $62,987 Avg Close — Range —
Q2 2025
Shares 93,241 Value ($000) $57,609 Avg Close — Range —
Q4 2024
Shares 93,067 Value ($000) $54,545 Avg Close — Range —
Q3 2024
Shares 98,374 Value ($000) $56,443 Avg Close — Range —
Q2 2024
Shares 112,535 Value ($000) $61,244 Avg Close — Range —
Q1 2024
Shares 115,096 Value ($000) $60,203 Avg Close — Range —
Q4 2023
Shares 108,395 Value ($000) $51,480 Avg Close — Range —
Q3 2023
Shares 101,829 Value ($000) $43,243 Avg Close — Range —
Q2 2023
Shares 99,384 Value ($000) $44,055 Avg Close — Range —
Q1 2023
Shares 98,667 Value ($000) $40,258 Avg Close — Range —
Q4 2022
Shares 140,992 Value ($000) $53,920 Avg Close — Range —
Q3 2022
Shares 95,910 Value ($000) $37,041 Avg Close — Range —
Q2 2022
Shares 99,872 Value ($000) $37,677 Avg Close — Range —
Q1 2022
Shares 100,580 Value ($000) $39,618 Avg Close — Range —
Q4 2021
Shares 93,490 Value ($000) $44,404 Avg Close — Range —
Q3 2021
Shares 85,906 Value ($000) $36,866 Avg Close — Range —
Q2 2021
Shares 84,706 Value ($000) $36,259 Avg Close — Range —
Q1 2021
Shares 80,776 Value ($000) $32,014 Avg Close — Range —
Q4 2020
Shares 80,981 Value ($000) $30,277 Avg Close — Range —
Q3 2020
Shares 39,934 Value ($000) $13,373 Avg Close — Range —
Q2 2020
Shares 40,453 Value ($000) $12,474 Avg Close — Range —
Q1 2020
Shares 36,439 Value ($000) $9,392 Avg Close — Range —
Q4 2019
Shares 37,684 Value ($000) $12,129 Avg Close — Range —
Q3 2019
Shares 37,480 Value ($000) $11,123 Avg Close — Range —
Q2 2019
Shares 37,154 Value ($000) $10,886 Avg Close — Range —
Q1 2019
Shares 36,168 Value ($000) $10,217 Avg Close — Range —
Q4 2018
Shares 41,627 Value ($000) $10,403 Avg Close — Range —
Q3 2018
Shares 40,500 Value ($000) $11,774 Avg Close — Range —
Q2 2018
Shares 39,950 Value ($000) $10,838 Avg Close — Range —
Q1 2018
Shares 41,423 Value ($000) $10,901 Avg Close — Range —
Q4 2017
Shares 101,768 Value ($000) $27,158 Avg Close — Range —
Q3 2017
Shares 96,701 Value ($000) $24,294 Avg Close — Range —
Q2 2017
Shares 90,909 Value ($000) $21,982 Avg Close — Range —
Q1 2017
Shares 84,385 Value ($000) $19,893 Avg Close — Range —
Q4 2016
Shares 74,847 Value ($000) $16,731 Avg Close — Range —