SPDR SER TR

Ticker: SPTL CUSIP: 78464A664 Class: PORTFOLIO LN TSR

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

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

Q4 2025
Shares 1,244 Value ($000) $33 Avg Close — Range —
Q3 2025
Shares 154 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 389 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 389 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 926 Value ($000) $24 Avg Close — Range —
Q3 2024
Shares 831 Value ($000) $24 Avg Close — Range —
Q2 2024
Shares 827 Value ($000) $23 Avg Close — Range —
Q1 2024
Shares 820 Value ($000) $21 Avg Close — Range —
Q4 2023
Shares 710 Value ($000) $21 Avg Close — Range —
Q3 2023
Shares 702 Value ($000) $18 Avg Close — Range —
Q2 2023
Shares 696 Value ($000) $21 Avg Close — Range —
Q1 2023
Shares 1,702 Value ($000) $53 Avg Close — Range —
Q4 2022
Shares 1,358 Value ($000) $39 Avg Close — Range —