SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 10,960 Value ($000) $1,525 Avg Close — Range —
Q3 2025
Shares 11,528 Value ($000) $1,614 Avg Close — Range —
Q2 2025
Shares 12,439 Value ($000) $1,688 Avg Close — Range —
Q1 2025
Shares 12,780 Value ($000) $1,734 Avg Close — Range —
Q4 2024
Shares 15,974 Value ($000) $2,110 Avg Close — Range —
Q3 2024
Shares 28,449 Value ($000) $4,041 Avg Close — Range —
Q2 2024
Shares 28,441 Value ($000) $3,835 Avg Close — Range —
Q1 2024
Shares 27,184 Value ($000) $3,459 Avg Close — Range —
Q4 2023
Shares 25,284 Value ($000) $3,160 Avg Close — Range —
Q3 2023
Shares 27,576 Value ($000) $3,172 Avg Close — Range —
Q2 2023
Shares 29,839 Value ($000) $3,658 Avg Close — Range —
Q1 2023
Shares 29,300 Value ($000) $3,625 Avg Close — Range —
Q4 2022
Shares 27,867 Value ($000) $3,486 Avg Close — Range —
Q3 2022
Shares 28,125 Value ($000) $3,136 Avg Close — Range —
Q2 2022
Shares 26,842 Value ($000) $3,186 Avg Close — Range —
Q1 2022
Shares 21,274 Value ($000) $2,725 Avg Close — Range —
Q4 2021
Shares 18,943 Value ($000) $2,446 Avg Close — Range —