SPDR SERIES TRUST

Ticker: RWR CUSIP: 78464A607 Class: DJ REIT ETF

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

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

Q4 2025
Shares 2,225 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 2,111 Value ($000) $212 Avg Close — Range —
Q2 2025
Shares 2,072 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 1,134 Value ($000) $112 Avg Close — Range —
Q3 2024
Shares 957 Value ($000) $102 Avg Close — Range —
Q2 2024
Shares 917 Value ($000) $85 Avg Close — Range —
Q1 2024
Shares 795 Value ($000) $75 Avg Close — Range —
Q4 2023
Shares 732 Value ($000) $69 Avg Close — Range —
Q3 2023
Shares 622 Value ($000) $50 Avg Close — Range —
Q2 2023
Shares 554 Value ($000) $50 Avg Close — Range —
Q1 2023
Shares 550 Value ($000) $48 Avg Close — Range —
Q4 2022
Shares 679 Value ($000) $59 Avg Close — Range —
Q3 2022
Shares 634 Value ($000) $56 Avg Close — Range —
Q2 2022
Shares 704 Value ($000) $67 Avg Close — Range —
Q1 2022
Shares 1,224 Value ($000) $124 Avg Close — Range —
Q3 2021
Shares 1,001 Value ($000) $106 Avg Close — Range —
Q2 2021
Shares 1,001 Value ($000) $105 Avg Close — Range —
Q1 2021
Shares 1,001 Value ($000) $95 Avg Close — Range —
Q4 2020
Shares 1,781 Value ($000) $154 Avg Close — Range —
Q3 2020
Shares 1,853 Value ($000) $144 Avg Close — Range —
Q2 2020
Shares 1,930 Value ($000) $151 Avg Close — Range —
Q1 2020
Shares 1,221 Value ($000) $88 Avg Close — Range —
Q4 2019
Shares 1,221 Value ($000) $125 Avg Close — Range —
Q3 2019
Shares 297 Value ($000) $31 Avg Close — Range —
Q2 2019
Shares 297 Value ($000) $29 Avg Close — Range —
Q1 2019
Shares 297 Value ($000) $29 Avg Close — Range —
Q4 2018
Shares 339 Value ($000) $29 Avg Close — Range —
Q3 2018
Shares 779 Value ($000) $73 Avg Close — Range —
Q2 2018
Shares 578 Value ($000) $54 Avg Close — Range —
Q1 2018
Shares 2,892 Value ($000) $249 Avg Close — Range —
Q4 2017
Shares 3,378 Value ($000) $316 Avg Close — Range —
Q3 2017
Shares 3,378 Value ($000) $312 Avg Close — Range —
Q2 2017
Shares 3,180 Value ($000) $296 Avg Close — Range —
Q1 2017
Shares 2,818 Value ($000) $260 Avg Close — Range —
Q4 2016
Shares 2,362 Value ($000) $220 Avg Close — Range —