SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 69,421 Value ($000) $2,964 Avg Close — Range —
Q3 2025
Shares 29,718 Value ($000) $2,592 Avg Close — Range —
Q2 2025
Shares 42,284 Value ($000) $3,453 Avg Close — Range —
Q4 2024
Shares 34,700 Value ($000) $2,626 Avg Close — Range —
Q3 2024
Shares 37,435 Value ($000) $3,024 Avg Close — Range —
Q2 2024
Shares 47,920 Value ($000) $3,265 Avg Close — Range —
Q1 2024
Shares 48,632 Value ($000) $3,193 Avg Close — Range —
Q4 2023
Shares 49,177 Value ($000) $3,080 Avg Close — Range —
Q3 2023
Shares 39,076 Value ($000) $2,219 Avg Close — Range —
Q2 2023
Shares 44,055 Value ($000) $2,883 Avg Close — Range —
Q1 2023
Shares 44,823 Value ($000) $3,051 Avg Close — Range —
Q4 2022
Shares 57,747 Value ($000) $4,071 Avg Close — Range —
Q3 2022
Shares 52,922 Value ($000) $3,534 Avg Close — Range —
Q2 2022
Shares 42,465 Value ($000) $2,978 Avg Close — Range —
Q1 2022
Shares 40,120 Value ($000) $2,971 Avg Close — Range —
Q3 2021
Shares 35,215 Value ($000) $2,250 Avg Close — Range —
Q2 2021
Shares 36,166 Value ($000) $2,287 Avg Close — Range —
Q1 2021
Shares 32,829 Value ($000) $2,102 Avg Close — Range —
Q4 2020
Shares 31,179 Value ($000) $1,955 Avg Close — Range —
Q3 2020
Shares 27,267 Value ($000) $1,619 Avg Close — Range —
Q2 2020
Shares 26,725 Value ($000) $1,508 Avg Close — Range —
Q1 2020
Shares 23,510 Value ($000) $1,303 Avg Close — Range —
Q4 2019
Shares 16,104 Value ($000) $1,041 Avg Close — Range —
Q3 2019
Shares 8,403 Value ($000) $544 Avg Close — Range —
Q2 2019
Shares 7,710 Value ($000) $460 Avg Close — Range —
Q1 2019
Shares 3,187 Value ($000) $185 Avg Close — Range —
Q4 2018
Shares 3,127 Value ($000) $165 Avg Close — Range —
Q3 2018
Shares 3,127 Value ($000) $165 Avg Close — Range —
Q2 2018
Shares 2,343 Value ($000) $122 Avg Close — Range —
Q1 2018
Shares 2,343 Value ($000) $118 Avg Close — Range —
Q4 2017
Shares 4,389 Value ($000) $231 Avg Close — Range —
Q3 2017
Shares 3,613 Value ($000) $192 Avg Close — Range —
Q2 2017
Shares 3,613 Value ($000) $188 Avg Close — Range —
Q1 2017
Shares 5,411 Value ($000) $278 Avg Close — Range —
Q4 2016
Shares 1,263 Value ($000) $61 Avg Close — Range —