SPDR SER TR

Ticker: SPTI CUSIP: 78464A672 Class: PORTFLI INTRMDIT

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

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

Q4 2025
Shares 5,288 Value ($000) $153 Avg Close — Range —
Q3 2025
Shares 5,288 Value ($000) $153 Avg Close — Range —
Q2 2025
Shares 5,633 Value ($000) $162 Avg Close — Range —
Q1 2025
Shares 5,633 Value ($000) $161 Avg Close — Range —
Q4 2024
Shares 8,411 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 5,288 Value ($000) $154 Avg Close — Range —
Q2 2024
Shares 5,288 Value ($000) $151 Avg Close — Range —
Q1 2024
Shares 5,288 Value ($000) $145 Avg Close — Range —
Q4 2023
Shares 5,412 Value ($000) $155 Avg Close — Range —
Q3 2023
Shares 425 Value ($000) $12 Avg Close — Range —
Q2 2023
Shares 422 Value ($000) $12 Avg Close — Range —