SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 127,147 Value ($000) $13,567 Avg Close — Range —
Q3 2025
Shares 114,940 Value ($000) $12,012 Avg Close — Range —
Q2 2025
Shares 112,156 Value ($000) $10,691 Avg Close — Range —
Q1 2025
Shares 102,620 Value ($000) $8,248 Avg Close — Range —
Q4 2024
Shares 115,149 Value ($000) $10,122 Avg Close — Range —
Q3 2024
Shares 101,174 Value ($000) $8,391 Avg Close — Range —
Q2 2024
Shares 107,466 Value ($000) $8,494 Avg Close — Range —
Q1 2024
Shares 99,861 Value ($000) $7,022 Avg Close — Range —
Q4 2023
Shares 96,282 Value ($000) $6,264 Avg Close — Range —
Q3 2023
Shares 109,491 Value ($000) $6,491 Avg Close — Range —
Q2 2023
Shares 100,442 Value ($000) $6,128 Avg Close — Range —
Q1 2023
Shares 2,128 Value ($000) $118 Avg Close — Range —
Q4 2022
Shares 1,996 Value ($000) $101 Avg Close — Range —
Q3 2022
Shares 1,715 Value ($000) $86 Avg Close — Range —
Q2 2022
Shares 2,501 Value ($000) $131 Avg Close — Range —
Q1 2022
Shares 1,793 Value ($000) $119 Avg Close — Range —
Q4 2021
Shares 2,067 Value ($000) $150 Avg Close — Range —