Global Retirement Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$89.2K	Sell	866 -2,037	-70%	-$216K	﹤0.01%	1978
2025 Q3	$322K	Buy	2,903 +2,678	+1,190%	+$294K	0.01%	953
2025 Q2	$22.2K	Buy	+225	New	+$21.4K	﹤0.01%	2239
2024 Q4	$1.01M	Sell	9,668 -334	-3%	-$39.2K	0.03%	450
2024 Q3	$1.25M	Buy	10,002 +1,248	+14%	+$141K	0.04%	386
2024 Q2	$885K	Buy	8,754 +133	+2%	+$13.9K	0.03%	447
2024 Q1	$962K	Sell	8,621 -44	-0.5%	-$4.4K	0.04%	372
2023 Q4	$812K	Buy	8,665 +8,515	+5,677%	+$692K	0.03%	385
2023 Q3	$11.2K	Hold	150	–	–	﹤0.01%	1900
2023 Q2	$12K	Hold	150	–	–	﹤0.01%	1897
2023 Q1	$10.6K	Sell	150 -50	-25%	-$3.34K	﹤0.01%	1903
2022 Q4	$12.1K	Hold	200	–	–	﹤0.01%	1704
2022 Q3	$12K	Sell	200 -110	-35%	-$6.67K	﹤0.01%	1624
2022 Q2	$17K	Hold	310	–	–	﹤0.01%	1427
2022 Q1	$18K	Buy	+310	New	+$22.3K	﹤0.01%	1397
2021 Q4	–	Sell	-2,482	Closed	-$178K	–	1837
2021 Q3	$178K	Hold	2,482	–	–	0.02%	494
2021 Q2	$182K	Sell	2,482 -16	-0.6%	-$1.18K	0.02%	475
2021 Q1	$176K	Buy	2,498 +1,908	+323%	+$121K	0.02%	436
2020 Q4	$34K	Buy	590 +189	+47%	+$10.7K	﹤0.01%	862
2020 Q3	$22K	Sell	401 -300	-43%	-$15.2K	﹤0.01%	897
2020 Q2	$31K	Buy	701 +601	+601%	+$22.8K	﹤0.01%	765
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	1370
2019 Q4	$5K	Buy	+100	New	+$4.52K	﹤0.01%	1353
2019 Q1	–	Sell	-1,745	Closed	-$57K	–	1574
2018 Q4	$57K	Sell	1,745 -983	-36%	-$33.8K	0.01%	490
2018 Q3	$105K	Sell	2,728 -187	-6%	-$7.47K	0.02%	391
2018 Q2	$115K	Buy	+2,915	New	+$116K	0.03%	367