SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 5,644 Value ($000) $466 Avg Close — Range —
Q3 2025
Shares 7,113 Value ($000) $574 Avg Close — Range —
Q2 2025
Shares 10,257 Value ($000) $768 Avg Close — Range —
Q1 2025
Shares 11,027 Value ($000) $750 Avg Close — Range —
Q4 2024
Shares 669 Value ($000) $48 Avg Close — Range —
Q2 2024
Shares 107 Value ($000) $7 Avg Close — Range —