SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q4 2025
Shares 108,716 Value ($000) $11,600 Avg Close — Range —
Q3 2025
Shares 116,182 Value ($000) $12,142 Avg Close — Range —
Q2 2025
Shares 116,693 Value ($000) $11,123 Avg Close — Range —
Q4 2024
Shares 132,182 Value ($000) $11,619 Avg Close — Range —
Q3 2024
Shares 86,673 Value ($000) $7,189 Avg Close — Range —
Q2 2024
Shares 188,699 Value ($000) $15,120 Avg Close — Range —
Q1 2024
Shares 180,809 Value ($000) $13,226 Avg Close — Range —
Q4 2023
Shares 143,118 Value ($000) $9,380 Avg Close — Range —
Q3 2023
Shares 108,636 Value ($000) $6,439 Avg Close — Range —
Q2 2023
Shares 97,896 Value ($000) $5,973 Avg Close — Range —
Q1 2023
Shares 84,826 Value ($000) $4,687 Avg Close — Range —
Q4 2022
Shares 79,956 Value ($000) $4,051 Avg Close — Range —
Q3 2022
Shares 72,721 Value ($000) $3,808 Avg Close — Range —
Q2 2022
Shares 78,411 Value ($000) $4,099 Avg Close — Range —
Q1 2022
Shares 119,762 Value ($000) $6,402 Avg Close — Range —
Q3 2021
Shares 27,493 Value ($000) $1,760 Avg Close — Range —
Q2 2021
Shares 24,686 Value ($000) $1,554 Avg Close — Range —
Q1 2021
Shares 23,264 Value ($000) $1,312 Avg Close — Range —
Q4 2020
Shares 27,215 Value ($000) $1,505 Avg Close — Range —
Q3 2020
Shares 28,818 Value ($000) $1,444 Avg Close — Range —
Q2 2020
Shares 26,711 Value ($000) $1,200 Avg Close — Range —
Q1 2020
Shares 40,411 Value ($000) $1,444 Avg Close — Range —
Q4 2019
Shares 8,378 Value ($000) $351 Avg Close — Range —
Q3 2019
Shares 6,540 Value ($000) $254 Avg Close — Range —
Q2 2019
Shares 2,086 Value ($000) $81 Avg Close — Range —
Q1 2019
Shares 552 Value ($000) $21 Avg Close — Range —
Q4 2018
Shares 414 Value ($000) $13 Avg Close — Range —