Global Retirement Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.9K	Hold	97	–	–	﹤0.01%	3003
2025 Q3	$13.6K	Buy	97 +94	+3,133%	+$12.1K	﹤0.01%	2567
2025 Q2	$297	Buy	+3	New	+$305	﹤0.01%	3631
2024 Q1	–	Sell	-300	Closed	-$23.5K	–	3491
2023 Q4	$23.5K	Hold	300	–	–	﹤0.01%	1686
2023 Q3	$20.4K	Hold	300	–	–	﹤0.01%	1642
2023 Q2	$23.3K	Hold	300	–	–	﹤0.01%	1616
2023 Q1	$21.8K	Hold	300	–	–	﹤0.01%	1603
2022 Q4	$24.5K	Hold	300	–	–	﹤0.01%	1401
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	1280
2022 Q2	$23K	Hold	300	–	–	﹤0.01%	1309
2022 Q1	$24K	Buy	+300	New	+$27.4K	﹤0.01%	1295
2021 Q4	–	Sell	-300	Closed	-$29K	–	1865
2021 Q3	$29K	Hold	300	–	–	﹤0.01%	1078
2021 Q2	$31K	Hold	300	–	–	﹤0.01%	1044
2021 Q1	$28K	Sell	300 -125	-29%	-$11.7K	﹤0.01%	1000
2020 Q4	$36K	Hold	425	–	–	﹤0.01%	843
2020 Q3	$29K	Hold	425	–	–	﹤0.01%	807
2020 Q2	$30K	Hold	425	–	–	﹤0.01%	775
2020 Q1	$25K	Hold	425	–	–	﹤0.01%	742
2019 Q4	$30K	Hold	425	–	–	﹤0.01%	803
2019 Q3	$29K	Buy	425 +300	+240%	+$20.5K	﹤0.01%	772
2019 Q2	$8K	Hold	125	–	–	﹤0.01%	1186
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	1096
2018 Q4	$8K	Buy	+125	New	+$8.66K	﹤0.01%	1045