SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 365 Value ($000) $21 Avg Close — Range —
Q3 2025
Shares 590 Value ($000) $34 Avg Close — Range —
Q2 2025
Shares 240 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 273 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 4,790 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 176 Value ($000) $10 Avg Close — Range —
Q2 2024
Shares 194 Value ($000) $11 Avg Close — Range —
Q1 2024
Shares 5,923 Value ($000) $297 Avg Close — Range —