SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 73,694 Value ($000) $3,295 Avg Close — Range —
Q3 2025
Shares 35,933 Value ($000) $3,210 Avg Close — Range —
Q2 2025
Shares 35,281 Value ($000) $2,992 Avg Close — Range —
Q4 2024
Shares 40,066 Value ($000) $3,432 Avg Close — Range —
Q3 2024
Shares 37,776 Value ($000) $3,317 Avg Close — Range —
Q2 2024
Shares 67,002 Value ($000) $6,107 Avg Close — Range —
Q1 2024
Shares 82,380 Value ($000) $7,777 Avg Close — Range —
Q4 2023
Shares 75,871 Value ($000) $6,124 Avg Close — Range —
Q3 2023
Shares 87,579 Value ($000) $7,510 Avg Close — Range —
Q2 2023
Shares 52,205 Value ($000) $4,238 Avg Close — Range —
Q1 2023
Shares 56,304 Value ($000) $4,447 Avg Close — Range —
Q4 2022
Shares 102,511 Value ($000) $8,967 Avg Close — Range —
Q3 2022
Shares 99,331 Value ($000) $8,940 Avg Close — Range —
Q2 2022
Shares 66,695 Value ($000) $4,769 Avg Close — Range —
Q1 2022
Shares 88,918 Value ($000) $7,491 Avg Close — Range —
Q4 2021
Shares 25,938 Value ($000) $1,440 Avg Close — Range —
Q3 2021
Shares 21,708 Value ($000) $1,131 Avg Close — Range —
Q2 2021
Shares 25,715 Value ($000) $1,385 Avg Close — Range —
Q1 2021
Shares 24,919 Value ($000) $1,223 Avg Close — Range —
Q4 2020
Shares 15,438 Value ($000) $585 Avg Close — Range —
Q3 2020
Shares 24,595 Value ($000) $737 Avg Close — Range —
Q2 2020
Shares 24,431 Value ($000) $925 Avg Close — Range —
Q1 2020
Shares 9,629 Value ($000) $280 Avg Close — Range —
Q4 2019
Shares 17,832 Value ($000) $1,071 Avg Close — Range —
Q3 2019
Shares 4,709 Value ($000) $279 Avg Close — Range —
Q2 2019
Shares 4,957 Value ($000) $316 Avg Close — Range —
Q1 2019
Shares 5,677 Value ($000) $375 Avg Close — Range —
Q4 2018
Shares 8,908 Value ($000) $511 Avg Close — Range —
Q3 2018
Shares 9,013 Value ($000) $683 Avg Close — Range —
Q2 2018
Shares 10,567 Value ($000) $802 Avg Close — Range —
Q1 2018
Shares 10,608 Value ($000) $715 Avg Close — Range —
Q4 2017
Shares 6,228 Value ($000) $450 Avg Close — Range —
Q3 2017
Shares 6,584 Value ($000) $451 Avg Close — Range —
Q2 2017
Shares 6,368 Value ($000) $413 Avg Close — Range —
Q1 2017
Shares 5,724 Value ($000) $400 Avg Close — Range —
Q4 2016
Shares 6,724 Value ($000) $506 Avg Close — Range —