SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 9,459 Value ($000) $1,130 Avg Close — Range —
Q3 2025
Shares 7,773 Value ($000) $1,863 Avg Close — Range —
Q2 2025
Shares 12,597 Value ($000) $2,738 Avg Close — Range —
Q4 2024
Shares 4,229 Value ($000) $949 Avg Close — Range —
Q3 2024
Shares 4,101 Value ($000) $822 Avg Close — Range —
Q2 2024
Shares 5,381 Value ($000) $982 Avg Close — Range —
Q1 2024
Shares 5,243 Value ($000) $964 Avg Close — Range —
Q4 2023
Shares 4,605 Value ($000) $800 Avg Close — Range —
Q3 2023
Shares 4,633 Value ($000) $743 Avg Close — Range —
Q2 2023
Shares 3,831 Value ($000) $650 Avg Close — Range —
Q1 2023
Shares 3,860 Value ($000) $561 Avg Close — Range —
Q4 2022
Shares 3,534 Value ($000) $457 Avg Close — Range —
Q3 2022
Shares 3,225 Value ($000) $464 Avg Close — Range —
Q2 2022
Shares 3,510 Value ($000) $483 Avg Close — Range —
Q1 2022
Shares 4,046 Value ($000) $558 Avg Close — Range —
Q3 2021
Shares 9,589 Value ($000) $1,721 Avg Close — Range —
Q2 2021
Shares 5,449 Value ($000) $973 Avg Close — Range —
Q1 2021
Shares 5,911 Value ($000) $993 Avg Close — Range —
Q4 2020
Shares 4,319 Value ($000) $694 Avg Close — Range —
Q3 2020
Shares 4,240 Value ($000) $623 Avg Close — Range —
Q2 2020
Shares 5,335 Value ($000) $681 Avg Close — Range —
Q1 2020
Shares 1,502 Value ($000) $147 Avg Close — Range —
Q4 2019
Shares 1,199 Value ($000) $150 Avg Close — Range —
Q3 2019
Shares 1,934 Value ($000) $233 Avg Close — Range —
Q2 2019
Shares 1,763 Value ($000) $210 Avg Close — Range —
Q1 2019
Shares 4,389 Value ($000) $500 Avg Close — Range —
Q4 2018
Shares 5,064 Value ($000) $501 Avg Close — Range —
Q3 2018
Shares 10,909 Value ($000) $1,279 Avg Close — Range —
Q2 2018
Shares 6,383 Value ($000) $698 Avg Close — Range —
Q1 2018
Shares 4,182 Value ($000) $424 Avg Close — Range —
Q4 2017
Shares 5,605 Value ($000) $553 Avg Close — Range —
Q3 2017
Shares 6,260 Value ($000) $564 Avg Close — Range —
Q2 2017
Shares 6,258 Value ($000) $561 Avg Close — Range —
Q1 2017
Shares 5,769 Value ($000) $507 Avg Close — Range —
Q4 2016
Shares 5,776 Value ($000) $470 Avg Close — Range —