SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 402,648 Value ($000) $22,874 Avg Close — Range —
Q3 2025
Shares 398,257 Value ($000) $22,036 Avg Close — Range —
Q2 2025
Shares 412,764 Value ($000) $21,604 Avg Close — Range —
Q4 2024
Shares 389,150 Value ($000) $19,901 Avg Close — Range —
Q3 2024
Shares 352,119 Value ($000) $18,613 Avg Close — Range —
Q2 2024
Shares 387,768 Value ($000) $18,900 Avg Close — Range —
Q1 2024
Shares 396,633 Value ($000) $19,871 Avg Close — Range —
Q4 2023
Shares 366,146 Value ($000) $16,909 Avg Close — Range —
Q3 2023
Shares 286,690 Value ($000) $11,674 Avg Close — Range —
Q2 2023
Shares 239,726 Value ($000) $10,356 Avg Close — Range —
Q1 2023
Shares 227,310 Value ($000) $9,213 Avg Close — Range —
Q4 2022
Shares 192,624 Value ($000) $7,491 Avg Close — Range —
Q3 2022
Shares 180,745 Value ($000) $6,944 Avg Close — Range —
Q2 2022
Shares 113,380 Value ($000) $4,175 Avg Close — Range —
Q1 2022
Shares 67,925 Value ($000) $2,661 Avg Close — Range —
Q3 2021
Shares 44,714 Value ($000) $1,744 Avg Close — Range —
Q2 2021
Shares 39,680 Value ($000) $1,569 Avg Close — Range —
Q1 2021
Shares 31,294 Value ($000) $1,186 Avg Close — Range —
Q4 2020
Shares 37,934 Value ($000) $1,305 Avg Close — Range —
Q3 2020
Shares 37,528 Value ($000) $1,133 Avg Close — Range —
Q2 2020
Shares 33,323 Value ($000) $966 Avg Close — Range —
Q1 2020
Shares 2,730 Value ($000) $71 Avg Close — Range —
Q4 2019
Shares 906 Value ($000) $32 Avg Close — Range —
Q3 2019
Shares 483 Value ($000) $15 Avg Close — Range —
Q2 2019
Shares 89 Value ($000) $3 Avg Close — Range —
Q1 2019
Shares 22 Value ($000) $1 Avg Close — Range —