Global Retirement Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

Global Retirement Partners’s Portfolio SRET Stock Details SRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.75K	Sell	218 -12	-5%	-$260	﹤0.01%	3457
2025 Q3	$4.98K	Sell	230 -7,605	-97%	-$163K	﹤0.01%	2976
2025 Q2	$166K	Buy	+7,835	New	+$160K	﹤0.01%	1186
2024 Q4	$34.5K	Hold	1,723	–	–	﹤0.01%	1803
2024 Q3	$38.7K	Hold	1,723	–	–	﹤0.01%	1681
2024 Q2	$34.4K	Hold	1,723	–	–	﹤0.01%	1728
2024 Q1	$35.2K	Sell	1,723 -116	-6%	-$2.37K	﹤0.01%	1564
2023 Q4	$39.2K	Buy	1,839 +32	+2%	+$645	﹤0.01%	1474
2023 Q3	$34.6K	Buy	1,807 +40	+2%	+$862	﹤0.01%	1425
2023 Q2	$37.9K	Buy	1,767 +33	+2%	+$703	﹤0.01%	1406
2023 Q1	$36.6K	Buy	1,734 +556	+47%	+$12.6K	﹤0.01%	1371
2022 Q4	$25.5K	Buy	1,178 +11	+0.9%	+$238	﹤0.01%	1385
2022 Q3	$25K	Buy	1,167 +667	+133%	+$16.4K	﹤0.01%	1303
2022 Q2	$12K	Buy	+500	New	+$12.8K	﹤0.01%	1565

Other funds holding SRET

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Global Retirement Partners's SRET Position: Q4 2025 in Review

Global Retirement Partners reduced its Global X SuperDividend REIT ETF (SRET) stake by 5.2% in Q4 2025, selling an estimated $260 and leaving 218 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Global Retirement Partners first reported a position in SRET in Q2 2022 and has held it in 14 quarters since. The position peaked at $166K in Q2 2025. 35 funds tracked by Wall St. Rank hold SRET as of Q4 2025.

Global Retirement Partners held 218 shares of Global X SuperDividend REIT ETF worth $4.75K as of Q4 2025.
Global Retirement Partners sold 12 Global X SuperDividend REIT ETF shares in Q4 2025, an estimated $260.
Global X SuperDividend REIT ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3457 holding.
Global Retirement Partners first reported a position in Global X SuperDividend REIT ETF in Q2 2022 and has held it in 14 quarters since.
Global Retirement Partners's Global X SuperDividend REIT ETF position peaked at $166K in Q2 2025.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.