SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 81,590 Value ($000) $4,469 Avg Close — Range —
Q3 2025
Shares 101,536 Value ($000) $5,470 Avg Close — Range —
Q2 2025
Shares 135,870 Value ($000) $7,116 Avg Close — Range —
Q4 2024
Shares 70,294 Value ($000) $3,397 Avg Close — Range —
Q3 2024
Shares 63,375 Value ($000) $2,872 Avg Close — Range —
Q2 2024
Shares 80,971 Value ($000) $3,329 Avg Close — Range —
Q1 2024
Shares 82,642 Value ($000) $3,481 Avg Close — Range —
Q4 2023
Shares 80,978 Value ($000) $3,024 Avg Close — Range —
Q3 2023
Shares 121,094 Value ($000) $3,949 Avg Close — Range —
Q2 2023
Shares 121,778 Value ($000) $4,105 Avg Close — Range —
Q1 2023
Shares 118,704 Value ($000) $3,794 Avg Close — Range —
Q4 2022
Shares 109,036 Value ($000) $3,729 Avg Close — Range —
Q3 2022
Shares 82,551 Value ($000) $2,805 Avg Close — Range —
Q2 2022
Shares 146,502 Value ($000) $4,607 Avg Close — Range —
Q1 2022
Shares 146,709 Value ($000) $4,976 Avg Close — Range —
Q3 2021
Shares 64,991 Value ($000) $2,439 Avg Close — Range —
Q2 2021
Shares 52,386 Value ($000) $1,922 Avg Close — Range —
Q1 2021
Shares 30,092 Value ($000) $1,025 Avg Close — Range —
Q4 2020
Shares 9,344 Value ($000) $275 Avg Close — Range —
Q3 2020
Shares 10,221 Value ($000) $246 Avg Close — Range —
Q2 2020
Shares 22,666 Value ($000) $524 Avg Close — Range —
Q1 2020
Shares 39,782 Value ($000) $828 Avg Close — Range —
Q4 2019
Shares 41,595 Value ($000) $1,280 Avg Close — Range —
Q3 2019
Shares 38,892 Value ($000) $1,089 Avg Close — Range —
Q2 2019
Shares 41,976 Value ($000) $1,159 Avg Close — Range —
Q1 2019
Shares 30,419 Value ($000) $782 Avg Close — Range —
Q4 2018
Shares 34,402 Value ($000) $819 Avg Close — Range —
Q3 2018
Shares 35,712 Value ($000) $985 Avg Close — Range —
Q2 2018
Shares 39,713 Value ($000) $1,056 Avg Close — Range —
Q1 2018
Shares 34,720 Value ($000) $957 Avg Close — Range —
Q4 2017
Shares 25,765 Value ($000) $719 Avg Close — Range —
Q3 2017
Shares 25,925 Value ($000) $670 Avg Close — Range —
Q2 2017
Shares 26,255 Value ($000) $648 Avg Close — Range —
Q1 2017
Shares 12,018 Value ($000) $285 Avg Close — Range —
Q4 2016
Shares 21,982 Value ($000) $511 Avg Close — Range —