Global Retirement Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$804K	Buy	35,859 +4,070	+13%	+$91.6K	0.01%	735
2025 Q3	$713K	Buy	31,789 +1,383	+5%	+$30.6K	0.02%	638
2025 Q2	$672K	Buy	+30,406	New	+$663K	0.02%	623
2024 Q4	$1.32M	Buy	61,056 +7,239	+13%	+$159K	0.04%	392
2024 Q3	$1.21M	Buy	53,817 +5,007	+10%	+$111K	0.04%	398
2024 Q2	$1.05M	Buy	48,810 +12,118	+33%	+$259K	0.03%	405
2024 Q1	$797K	Buy	36,692 +2,758	+8%	+$59.9K	0.03%	410
2023 Q4	$741K	Buy	33,934 +3,433	+11%	+$72.2K	0.03%	402
2023 Q3	$624K	Buy	30,501 +7,634	+33%	+$164K	0.03%	386
2023 Q2	$501K	Sell	22,867 -870	-4%	-$19.2K	0.02%	448
2023 Q1	$530K	Buy	23,737 +1,618	+7%	+$35.8K	0.03%	417
2022 Q4	$480K	Buy	22,119 +5,593	+34%	+$121K	0.03%	380
2022 Q3	$349K	Buy	16,526 +365	+2%	+$8.29K	0.03%	420
2022 Q2	$369K	Buy	16,161 +33	+0.2%	+$760	0.03%	411
2022 Q1	$376K	Buy	+16,128	New	+$397K	0.03%	405